Tag Archives: permian basin

Infill Thinking first wrote about Atlas Sand’s conveyor project back in May 2019 (see point 10). The cat is out of the bag now and the mainstream media is feasting on a BLM press release about a new permit application filed by Atlas Sand. Atlas Sand isn’t commenting about the …

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 …

With 2019 in the books, we spent some time over the weekend becoming more encouraged about 2020 as we updated our data on… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew …

Looking at today’s depressed stock prices for tight oil operators and declining E&P activity trends, you’d never guess that this is actually a relatively wonderful time to be an E&P operator actively developing US tight oil resources. Login to see the full update… To read this update and receive our …

Draconian chatter has been circulating lately in frac sand’s inner circles about leadership changes at Black Mountain Sand recently. On good authority, we believe the rumored drama is overstated. After the company’s board meeting this Thursday, we… Login to see the full update… To read this update and receive our …

Infill Thinking readers may recall this update from October on a big Permian land auction of 13,500 acres with historical significance. This ranch has a rich O&G history dating back to the 1920s, when Gulf Oil bought leases to the ranch. From the 1920s onwards, it helped make the fortunes …

This E&P company is one of those operators that has been actively (and publicly) evaluating strategic alternatives for their water business for much of the year. We wrote about their thinking on the process in May 2019 and again last month. This week we got the latest on management’s thinking …

Another E&P is warming up to handing off their in-house water assets and could divest their water infrastructure to the third-party water midstream industry in the near-term… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

There’s a multi-parcel land auction scheduled for later this months that is likely to turn some heads in the Permian Basin – both in the ranching community and in the O&G industry. Login to see the full update… To read this update and receive our research newsletters, you must be …

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? Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has …