The universe of publicly traded shale oilfield water companies is small (for now). But the universe of companies with material oilfield water handling exposure is… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has …Read More »
In this update, we talk about why the withdrawal of the WaterBridge IPO isn’t a big surprise followed by takeaways from the afternoon sessions of the Oilfield Water Finance conference – an event that provides context and a framework for processing headlines like WaterBridge’s… The inaugural Oilfield Water Connection event …Read More »
Last Friday, the who’s who of oilfield water management gathered at the Oilfield Water Connection’s inaugural event at the Houston Petroleum Club. This executive event happened at a defining moment in oilfield wastewater management – for this sector is undergoing rapid, transactionally-driven change. From highly informative panel discussions to unrivaled …Read More »
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 »
Most Agree That Injecting Permian Wastewater Isn’t Going To Get Any Easier… But Is It Getting Harder Yet?
The great local sand rush of 2017-2018 has clearly slowed down here as sand prices have dropped into a trough (we estimate Permian FOB mine prices are down some 65% y/y). What’s going on with operations though? Is more sand still to come? We take a look in this data-driven …Read More »
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 »
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 »