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? 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 …
Read More »The Top 15 New Injection Well Owners Of The Year In West Texas [Chart Of The Day]
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… There’s …
Read More »Water You Doing On October 4?
In three weeks from now, on October 4 in Downtown Houston, US oil industry leaders and investors will gather to discuss oilfield water’s evolving business model, market structure, and latest trends. Oilfield Water: Industry Update delivers the most exciting produced water business topic agenda of any conference this fall season. …
Read More »A New Buzzword In Oilfield Water Plus More Big M&A Deals This Week… [Exclusive CEO Chat]
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 …
Read More »Delaware Basin New Injection Well Demand Is On A Record Setting Pace In 2019 [Charts Of The Day]
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… There’s a lot more to this story… Login to see the full update… …
Read More »90 Days Later… NGL Is Digesting Mesquite
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 …
Read More »Drip, Drip, Drip… Collecting Market Intel From 3 Oilfield Water Earnings Calls In 1 Day
The universe of publicly traded shale oilfield water companies is small (for now). But the universe of companies with material oilfield water handling exposure is… 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 …
Read More »It’s Not Just E&Ps That Are Separating Oilfield Water Midstream Businesses…
We’ve seen plenty of E&P divestitures of water midstream assets to third-party water pure-plays over the past 12 months. But oilfield service firms can also benefit from… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Just Add Water… And You Get 3 M&A Deals In 12 Hours
The larger two deals of the three involve E&P operators handing off a portion of their water management operations to third-party midstream companies. This is a critically important sub-theme in water M&A, which we’ve addressed in many updates this year. Check out more analysis of each deal in this update, …
Read More »E&P Consolidation Is A Catalyst For More Oilfield Water Divestitures & Recycling
Towards the end of the press release on Callon’s acquisition of Carrizo this week, a comment on oilfield water caught our eye. It signals… 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 …
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