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 …
Read More »Last Call For Summer Survey…Polls Close This Evening
At Infill Thinking, we are very aware of what our greatest asset is. Without a doubt it is our membership roster. We are honored to have on this list some of the most accomplished executives in the US onshore business. We are also very aware of what the key debates …
Read More »A Thematic Recap Of Infill Thinking’s 2Q19 Oilfield Market Research
Here with the third quarter of 2019 only about a week old, we are pausing to take a look back at 10 key themes that threaded through our research over the past 3 months. 1. Infill Thinking’s Oilfield Water Coverage Reached Critical Mass. While continuing to devote plenty of research …
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