Quick Thoughts

Reliable context for the biggest breaking news stories

Pre-Frac Water Recycling Leaderboard [Chart Of The Day]

The water recycling stigma in the frac supply chain has been pretty much squashed this year. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven …

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The Brady Brown Mothballing Epidemic Spreads

Over the weekend, we wrote about the closures at Covia’s Voca plants, which were subsequently announced by the company. But that’s not all… the Brady mothballing trend has escalated further this week… There’s a lot more to this story… To read this update and receive our research newsletters, you must be …

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Prop 112 Is Dead And The DJ Basin Discount Is Evaporating

The anti-frac measure on the Colorado ballot was soundly defeated on November 6, 2018. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis and …

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Quick Thoughts On Surging E&P M&A

About this time last year, Infill Thinking member Paul Sparks penned a guest post this website titled Independent E&P Consolidation Is The Future, Is 2018 The Year? His case for consolidation turned out to be prophetic. We discuss the implications of three E&P M&A deals this week alone… There’s a lot more to this …

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