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 …
Read More »Rolling Stone Blasted By O&G Trade Group After Hit Piece On “Hot” Oilfield Water
Sustainable business models in oilfield water management will be a hot topic at The Oilfield Water Markets 2020 Conference coming up this May in Dallas. We’ll be there and hope to see many of you there… The Rolling Stone feature story on oilfield water that we flagged for our readers …
Read More »5 Quick Tuesday Followups: Why ESG Matters, Utah Sand Update, Last Mile Capex Datapoint, E&P M&A, & Crude’s Nasty Reversal
In addition to the in-depth research we’ve published this week, several datapoints crossed our desk that advance the narrative on stories we’ve recently covered. We are sharing these followups in the five-point list below: There’s a lot more to this story… Login to see the full update… To read this …
Read More »An ESG Concern All Frac Sand Plant Owners Should Address Proactively As Financial Distress Bites The Industry
In this update we explore a growing ESG concern associated with a tail risk involving the frac sand industry that is exacerbated when firms fall into financial distress. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Blue Is The New Green. Why Water Midstream Is A Great ESG Investment [Guest Post]
For water midstream, which is still in the early phases of market evolution, the opportunity to make a positive difference in the water supply/demand balance is enormous. Once permanent infrastructure is in place and multiple systems become interconnected, the stage will be set to move excess produced water to… There’s …
Read More »Why Is ESG Trending In O&G? Follow The Money, But Remember HSE & Societal Value Predate The Trend In O&G
In this update, three charts – one showing the surge of ESG interest in the oilfield and two others explaining why. The data is followed up with in-depth analysis and commentary on sentiment, investment, why it matters, who’s doing what, RFQ impacts, what oilfield niches have big ESG opportunities, and …
Read More »Reptile Conservationists Make Good On Litigation Threat. Will This Finally Get The Ball Rolling Towards DSL Resolution?
With the materialization of this lawsuit, we highly recommend revisiting this piece of Infill Thinking research from July… 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 …
Read More »Why Shale E&P Is Going Green – Interesting Factoids About Cost Savings In Water, E-Frac & Solar Initiatives
We highlight the most important sustainability developments disclosed by operators, including several “firsts” for the industry. For many years, EOG has been the industry leader in completion design, technology and reservoir exploitation. Now they are leading the charge on a new front for operators as well: “going green….” There’s a …
Read More »DSL Headline Fatigue Is Real, But So Is This New Lawsuit Threat…
An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: 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 »When Water & Sand Don’t Mix – A New MidCon “Permitatorium” To Monitor
We are keeping an eye on a new act that might have implications for future local frac sand capacity in Oklahoma’s SCOOP/STACK plays. 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. …
Read More »