Infill Thoughts

Like with most sectors of the US economy in the Covid-19 world, dealmaking has gone silent in the oilfield water sector. There are three reasons that the recent lack of transactions in this oilfield niche is especially noteworthy: … There’s a lot more to this story… Login to see the …

On Friday, WaterBridge left $10mm on the table to walk away from an E&P water system acquisition agreed to before the oil price crash that would have cost them another $215mm. What does it mean for E&P water system divestitures? Is the deal pipeline going dry? In this climate, we …

Last week, we covered the latest legal battle in the last mile logistics market with several updates. Here are the latest new developments in the case… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must …

In the wreckage of the land drilling market, there’s a clear bifurcation of fortunes. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your …

It’s Tuesday May 12, 2020 and from our desk to yours, here is a roundup of noteworthy downturn datapoints that advance the oilfield business narrative as the bottom approaches. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …

Yesterday we summarized the plaintiff’s arguments, which have market implications in the last mile. Today we cover the defendant’s response…. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are …

A last mile logistics firm has asked the court system to declare a leading frac sand producer insolvent, which would nullify a big service contract. In the legal process, some interesting market data is coming to light… There’s a lot more to this story… Login to see the full update…  …

The Permian Basin rig count is down 50% from March, with little variance in the percentage decline between the Midland and Delaware Basins. But the downtrend does vary county by county… There’s a lot more to this story… Login to see the full update…  To read this update and receive …

It seems like everyone from Midland to New York that cares about the oilfield market is running their own frac spread count tracker out of their quarantine quarters these days! So how about some factual inputs and validation for your own version of the latest frac action (or lack thereof)? …

The chart below visualizes US E&P operator budgets in a very important way… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership …