In this update we put two and two together to illuminate EOG’s new Permian sand procurement strategy to get sand closer to the wellhead. 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 …
Read More »Tracking The Produced Water Re-Use Leaderboard & Changes In It [Chart Of The Day]
Last week, we published a research update discussing why produced water reuse as frac fluid is on the rise and what factors might drive the next leg up in the treated water trend in fracing. The catalyst for that piece was a research project our team was conducting to update …
Read More »Produced Water Reuse Is Rising, But The Ceiling Is Still High
Over the past 24 months, several driving forces have advanced the upstream industry mindset on water recycling, causing reuse to rise sharply. But there’s still plenty of room to grow, and we take a look at why, where things stand now, and what’s next in water recycling. If you are …
Read More »A New Buzzword In Oilfield Water Plus More Big M&A Deals This Week… [Exclusive CEO Chat]
There were three notable transactions in oilfield water management this week. In two of them, a new buzzword emerged that we like and think could stick as the roll-up of legacy E&P oilfield water systems by third-party water midstream firms continues… There’s a lot more to this story… Login to …
Read More »When Did Oilfield Water Mania Start? Pinpointing The Inflection In Interest [Chart Of The Day]
If there’s one thing we can say with certainty about the 2019 US shale business it’s that oilfield water management is trending. You’ve probably noticed an uptick in water research here at Infill Thinking (example 1, 2, and 3). And we aren’t alone… check out newly launched oilfieldwater.com. So when …
Read More »Here’s How E&P Spending Implies That A Fifth Of US Pre-Frac Water Is Recycled
In research, going down one path often leads to another. And that’s often when things become most interesting. While updating our recycled water leader board chart, first introduced in 4Q18, we got side-tracked by a quick thought exercise. In this update, we use operator spending budgets in conjunction with their …
Read More »A Wall Of Water Is Coming…
Two weeks ago in Midland, the Infill Thinking team accounted for 2 of the 513 attendees at the PBWIEC water conference. This was the second year in this event’s history, and conference attendance was up 17% y/y. The organizers of PBWIEC, a not-for-profit conference, are providing a much needed service …
Read More »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… 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, …
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