Quick Thoughts

We take a look at WaterBridge’s acquisition history and comment on their latest deal in this update… 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 …

We did some digging after an E&P CEO’s damp sand frac patent claim last week sent a ripple through frac sand inner circles. Here is what we have uncovered… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …

A large E&P operator has firmly planted a legal flag of conceptual ownership in damp sand. This raises lots of questions for the broader adoption of the practice, including applications in in-field frac sand mining… There’s a lot more to this story… Login to see the full update…  To read …

This earnings season, a morbid data set is emerging from the shadows and becoming visible. Everyone in the oilfield is well aware of the reduction in force (RIF) trend that swept across the US onshore oilfield last year and continues this year. But the true extent of the damage has …

New pictures and a schematic have come to light as one of the first movers on the in-field mining trend continues making moves. 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. …

We live blogged our key takeaways from a critical TX RRC report release via webinar on Tuesday afternoon February 19, 2020… 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 …

There are new developments today in the Uintah Basin local frac sand story. Our analysis of the new facts that have come to light can be found here… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

While waiting for deal flow to pick back up, we dusted off our water M&A database this week. 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 …

This week, two large pressure pumpers hosted 4Q19 earnings calls. Here are our takeaways from their remarks as it pertains to the 2020 pressure pumping market…     There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

If you are at HFTC or NAPE in Houston this week instead of the Permian Basin, count your lucky stars. If you are in the Permian on Wednesday, there’s a high probability you are: a) trying to reschedule your trip (or your meetings) because all flights have been cancelled b) …