Most folks reading this update probably know that dealflow in the oilfield water sector is extremely hot in mid-2019. That said the magnitude of the transaction surge and cumulative deal flow described below may come as a bit of a surprise even to those that are plugged in on this …
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Clearing Up The Erroneous Rhetoric Being Thrown Around In Opposition To Local Permian Sand [Guest Post]
Today’s guest post comes to us from Hunter Wallace who is Chief Operating Officer at Atlas Sand. Something we appreciate about Hunter is that he’s not shy to voice his beliefs with a high degree of conviction. Those of you that attended the Petroleum Connection’s frac sand conference last October …
Read More »The 2H19 Drilling Slowdown Came Early. How Low Will We Go?
While our recent work on rig count has detected signals from E&P operators that more rig releases are coming, this won’t be a 2H19 pivot but rather the continuation of a now well established trend. There’s a lot more to this story… Login to see the full update… To read …
Read More »Industry Voices Weigh In On The Electri-frac-ation Trend [Infill Thinking Exclusive]
In this piece, we’ve put together a proprietary “voice of the industry” survey on electric frac fleets. We talked to contacts across the completions space about the pros, cons, adoption rates, and second order effects of utilizing electric frac fleets for this study. There’s a lot more to this story… …
Read More »Cranking Up The Juice On The Electric Frac Replacement Narrative
In an after-hours newsletter one month ago, we warned Infill Thinking members that the buzz around electric frac fleets was poised to surge to new heights. That happened and then some! We take a look at the narrative that Wall Street has been pushing since the big dual e-fracing datapoints …
Read More »Produced Water Pow Wows On The Rise… [Chart Of The Day]
Earlier this week, we released a piece titled the The Oilfield Water Ownership Conundrum, which analyzed the business model strategies of 16 operators on their oilfield water management practices. Even as we write, there are multiple deal processes underway in the oilfield water space. One smart water contact plugged into …
Read More »What Does “Sustainable” Look Like? [A Frac Sand Op-Ed]
I don’t say this often, but this op-ed guest post is a must-read. It might be a wake up call for some folks. It’ll no doubt serve as confirmation for others. And while some of the piece is controversial, I suspect that more readers than not will be nodding their …
Read More »Infill Thinking’s Rig Count Analysis Shows Up In The News… And In A Twitter Poll…
A Bloomberg news article last week cited our in-depth rig customer analysis shared to Infill Thinking members. So this week, we continue that discussion with an impromptu survey… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »The Customer Is Always Right, And Here’s What Customers Are Saying About Local Sand In Mid-2019
It’s hard to believe that it’s been almost two years since we wrote the first “What Customers Say About Local Sand” piece! Anyone remember this little number? At the time of that writing, customers were starting to express their opinions on local sand for the very first time. Fast forward …
Read More »The Oilfield Water Ownership Conundrum [Color Coded Roundup Of E&P Strategies]
The oilfield water asset monetization trend is a more frequent topic in E&P conversations with investors these days, as analysts pepper management teams with questions about potential divestitutures in the wake of several notable recent water transactions. Here’s what some of the leaders are saying… There’s a lot more to …
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