The oilfield water asset monetization trend is a more frequent topic in E&P conversations with investors these days, as analysts pepper management teams with questions about potential divestitutures in the wake of several notable recent water transactions. Here’s what some of the leaders are saying… There’s a lot more to …
Read More »Two Notable Frac People On The Move
In this asset-intensive business, talent shifts are often ignored. But we believe people matter. We also believe that recruiting datapoints often carry implications for oilfield trends, value creation, and competitive dynamics. Here are two notable moves that caught our attention recently… There’s a lot more to this story… Login to …
Read More »The Oilfield Water M&A Pipeline – 5 Potential Deals & Angles To Watch
We did a little thinking about the pipeline of M&A in the oilfield water business this week. For obvious reasons, it’s far easier to write about deals that have happened in the past rather than those that might happen in the future. But here’s some angles we’ll be watching in …
Read More »A Permian Trailblazer Is Focused On Pooling Produced Water Assets In 2019 [Aqua Men]
Oilfield water management’s rapid evolution from cottage industry to stand-alone business is attracting dozens of new players across the entire water value chain. As startups join stalwarts in a business model revolution, our Aqua Men series brings this fast developing space to life. This is the first profile in our …
Read More »Aqua Men-Startups & Stalwarts Will Reshape Oilfield Water
The sense of urgency and rapid changes that now characterize the produced water space are attracting a host of new players. Startups are joining stalwarts in bringing new ideas, infrastructure aggregation concepts, and plenty of dry powder to the table. It’s early days for the oilfield water midstream model… so …
Read More »A(n Underground) River Runs Through It [Guest Post]
Water supply is a critical component of all Permian Basin proppant sand mine operations. Assuming that demand for and production of sand remain high many of the basin mines will need to extend excavations below the water table and consequently address aquifer dewatering issues. In this guest post, three experts …
Read More »While Mining Frac Sand In The Dusty Dunes, You’ve Got To Stay Hydrated… [Chart Of The Day]
Today’s chart of the day sits at the intersection of water sourcing and frac sand mining. 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, …
Read More »Goodnight! A Billion+ Dollar Deal In Water Midstream Pushes The Envelope On Private Equity Transaction Value
We believe a significant Private Equity deal today sets a new record while re-confirming our view that a new era in the evolution of water midstream model is beginning. The deal’s details also confirm several key thematic points made recently in an in-depth Infill Thinking water analysis. There’s a lot …
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