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 »The Top Ten Infill Thinking Updates Of 2Q19 In Sand & Water
During 2Q19, the Infill Thinking research team: published 106 written research updates emailed 24 Infill Thoughts newsletters to active members issued 15 data releases to Think Sheets® members co-hosted the industry’s first Oilfield Water Finance conference and spoke at the SPE Permian Symposium, both in Houston conducted site visits and …
Read More »As WaterBridge Pulls The Plug On IPO… More Oilfield Water Finance Conference Takeaways
In this update, we talk about why the withdrawal of the WaterBridge IPO isn’t a big surprise followed by takeaways from the afternoon sessions of the Oilfield Water Finance conference – an event that provides context and a framework for processing headlines like WaterBridge’s… The inaugural Oilfield Water Connection event …
Read More »Marcia, Marcia, Marcia… Hot Takes From The Oilfield Water Connection’s Morning Sessions Last Week
Last Friday, the who’s who of oilfield water management gathered at the Oilfield Water Connection’s inaugural event at the Houston Petroleum Club. This executive event happened at a defining moment in oilfield wastewater management – for this sector is undergoing rapid, transactionally-driven change. From highly informative panel discussions to unrivaled …
Read More »Buzz Builds Around WPX’s Water Infrastructure
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… 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 »Produced Water Pow Wows On The Rise… [Chart Of The Day]
Earlier this week, we released a piece titled the The Oilfield Water Ownership Conundrum, which analyzed the business model strategies of 16 operators on their oilfield water management practices. Even as we write, there are multiple deal processes underway in the oilfield water space. One smart water contact plugged into …
Read More »The Oilfield Water Ownership Conundrum [Color Coded Roundup Of E&P Strategies]
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 »It Floats! Positive Water Midstream Datapoint From Diamondback Spinco IPO
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 …
Read More »Most Agree That Injecting Permian Wastewater Isn’t Going To Get Any Easier… But Is It Getting Harder Yet?
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 …
Read More »An Invitation To Join Us To Discuss Oilfield Water Management
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 …
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