Company by company timeline charts for the top injection well permitters. These charts tell us a lot and also provoke some interesting questions… Consolidation ahead? 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 »
Operators still factor pretty heavily into the new injection well owner lineup, and we wonder how much longer that will be the case as many E&Ps continue to evaluate the separation of their wastewater management. A couple other interesting observations before we get to the data: There have been… Login …Read More »
The Delaware Basin is the epicenter of the oilfield water revolution for several reasons including its concentration of unconventional activity and high water cuts relative to other plays in Texas and the Lower 48. As a result… Login to see the full update… To read this update and receive our …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 »
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 »
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 »