Tag Archives: new mexico

Earlier this week, we wrote about sand mines coming to southeastern New Mexico. After some investigative journalism, we’ve learned a lot more than we knew earlier this week! There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

Looks like somebody’s gonna build a sand mine in New Mexico.. 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 has expired, …

News on the in-field sand production front could be brewing… Meanwhile a handful of crews are going back to work as the industry expects a couple dozen “fractivations” this quarter.  

If you are at HFTC or NAPE in Houston this week instead of the Permian Basin, count your lucky stars. If you are in the Permian on Wednesday, there’s a high probability you are: a) trying to reschedule your trip (or your meetings) because all flights have been cancelled b) …

2020 starts off much the same as 2019 ended in the oilfield water management industry: with M&A news. Two acquisitions were announced on Monday from undisclosed sellers (although we have heard some guesses about who one of those might be). Meanwhile, oilfield water M&A this year has a different feel …

Infill Thinking has obtained a statement from Goodnight Midstream in the wake of the M&A termination. CEO Patrick Walker told Infill Thinking… 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 …

We provide an update on a northern Delaware Basin water behemoth, which was created through M&A this May. 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 …

Back in the heyday of the Permian local frac sand boom (2017), Infill Thinking was breaking news about an incremental Permian frac sand plant once a week it seemed. With the Permian now oversupplied, all’s been quiet on the greenfield construction front for the past year. Here lately, we’ve been …

The day after PDC Energy sold their water infrastructure assets to WaterBridge – crossing a deal  off our watchlist – another transaction closed that fits with a deal theme we are monitoring – a theme likely to continue with more small M&A deals like this one in the days ahead… …

With a shareholder meeting to pick the next TPL Trustee one month away, the activist investor’s pick for the vacant seat has launched a video campaign in which he questions the Trust’s land and water strategy. The vote for this seat has big implications for the Permian land and water …