With the DSL coming up more frequently in our offline conversations with Infill Thinking members, some of whom fear the worst on a listing event this year, we went digging to learn more and turned up some very interesting findings in…. There’s a lot more to this story… Login to …
Read More »Short Takeaways From The Sidelines Of The First Produced Water Conference Since The Pandemic
This week, we attended and participated in the only in-person produced water / water midstream conference held so far in the pandemic era – The Oilfield Water Markets 2021 Conference. And it was awesome to be back out there mingling with so many great industry folks. As the first event …
Read More »Oilfield Water – Produced & Fresh H2O Datapoint Roundup
As we prep for the Oilfield Water Markets 2021 Conference this week in Frisco, we are doing some advance research on what matters in water midstream and here’s what we found… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Energy Transitioning The Oilfield Out Of A Job?… Not So Fast My Friend…
Importantly as we listened to the oilfield’s commentary around energy transition this quarter, we were struck by the fact that oilfield management teams are optimistic not pessimistic about this. Remember SWOT analysis from business school? The oilfield is looking at energy transition as an “O” not a “T.” There’s a …
Read More »What They Are Saying About Oilfield Water [Produced & Fresh H2O Datapoint Roundup]
This earnings season, we’ve listened carefully as E&P operators and midstream/service firms talk about water on investor calls. We are gearing up for the Oilfield Water Markets 2021 Conference this May 12-13 in DFW. We encourage any Infill Thinkers interested in water to join us there… This conference is the …
Read More »The E&P Emissions Conversation Heats Up… Oilfield Opportunity To Pounce On? [Chart Of The Day]
And the big buzzword in E&P this earning season is….??? There’s several, but… 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 …
Read More »ESG Rigs – A Chat With The CEO Behind The World’s First Hybrid Rig
After writing about so called “ESG land drilling rigs” several times in recent rig count updates, we had a chance to catch up with a pioneer at the cutting edge of the ESG rig technological push this week. Here’s what we learned… There’s a lot more to this story… Login …
Read More »Here Lizard Lizard Lizard… DSL Rears Its Head Again, This Time Factoring Into Permian Sand Bids
While the press always has a field day with the lizard headlines, oilfield customers are paying attention to listing and habitat exposure. And so we are too! Here’s what’s happening a level deeper than the media headlines in today’s oilfield marketplace… There’s a lot more to this story… Login to …
Read More »A Seismic Investigation Of Last Week’s 5.0 Magnitude Permian Earthquake [Guest Post]
One week ago, a 5.0 magnitude earthquake rocked the state-line area of Texas / New Mexico. The strongest in the area since 2017, it was reportedly felt by thousands as far away as Odessa. Quakes often lead to hasty and uninformed conclusions about causes involving oilfield activity. Today’s guest post …
Read More »Flaring ‘Conversation’ Intensity Heats Up [Chart Of The Day]
In this update we study a different kind of flaring intensity – the flaring conversation intensity. This is not a new issue, but the conversation is heating up and evolving. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
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