Tag Archives: permian basin

The power struggle for control of the 900,000 Permian acres controlled by Texas Pacific Land Trust has slowed down significantly since our last update three weeks ago. The newsflow decline was largely expected because of… Login to see the chart and figures in the full update… To read this update …

WPX has talked about oilfield water assets strategy on investor conference calls times earlier this year. Their tone has progressively evolved in our view, and this week… Login to see the chart and figures in the full update… To read this update and receive our research newsletters, you must be …

Today’s guest post comes to us from Hunter Wallace who is Chief Operating Officer at Atlas Sand. Something we appreciate about Hunter is that he’s not shy to voice his beliefs with a high degree of conviction. Those of you that attended the Petroleum Connection’s frac sand conference last October …

It’s hard to believe that it’s been almost two years since we wrote the first “What Customers Say About Local Sand” piece! Anyone remember this little number? At the time of that writing, customers were starting to express their opinions on local sand for the very first time. Fast forward …

In the struggle for control of Texas Pacific Land Trust, accusations are flying hot and heavy. The battle between the activist investor and incumbent trustees is not just playing out in the press any more. It’s going to court. Both sides have sued each other since our last update. Here’s …

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 …

We encountered a mini-doc on the Permian boom this week that is worth a watch if you haven’t seen it yet. Note the prayer before the left turn into 285 traffic at 5:30am… There’s a lot more to this story… To read this update and receive our research newsletters, you …

We provide updated thoughts on the market conditions for frac sand in Texas. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis …

This June 21st in Downtown Houston, US oil industry leaders will gather to discuss oilfield water’s evolving business model, market structure, and finance trends. Oilfield Water: Identifying & Financing The Right Solution is the first-ever conference devoted entirely to the business side of oilfield water. This segment now poses structural …

About one month ago, we tipped readers off about five potential upcoming deals in the oilfield water M&A pipeline. Today, one of the deals on our watch-list came to fruition. We knew the seller before… now we know the buyer. And it is one of the most aggressive consolidators in …