Tag Archives: e&p

2020 E&P capex budget announcement season is still a couple months out on the horizon, but planning is well underway for most operators at this point. Here’s some analysis and clues about where it might go…. There’s a lot more to this story… Login to see the full update…  To …

E&P M&A is heating up again this week with another Merger Monday. One of yesterday’s deals gave us a chance to hear from management on two hot industry topics… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …

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 …

Each Friday in the last month of each quarter, we pass our keyboard to an Infill Thinking member to weigh in from their field. We don’t pay for these pieces and we don’t get paid for publishing them. In fact, we promptly reject anything that looks like a commercial. Our …

With Morgan Stanely also pushing an M&A narrative this week, Paul’s piece is timely. Paul’s been making the case for consolidation in E&P for about two years… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

Our latest guest post contains an important message regarding the current state and future of the E&P industry. We are bringing it to you in two pieces. This week, our guest contributor sets the stage on the current environment and tiers that have developed in the E&P industry. Next week, …

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 …

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 …

On the heels of yet another combination of public E&P operators this morning (PDC Energy and SRC Energy), we spent some time thinking about the expansion, peak and contraction of the public E&P universe. There’s a lot more to this story… Login to see the full update…  To read this …

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 …