One thing we found interesting this earnings season was that nobody talked about the…. 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 Infill Thinking, or your …
Read More »Permian Water Threat Level Rising Fast – Emergency Order On The Table?
The risk narrative continues to move in a negative direction for the Permian Basin produced water sector… 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 Infill …
Read More »Quantifying The Delaware Disposal Deletion [Chart Of The Day]
During the 3rd Annual Oilfield Water Industry Update in Houston a couple weeks ago, the TX RRC’s move to crack down on disposal was the hottest topic. We summarized some key takeaways on the crackdown and made some predictions about future action in point 4 of our takeaways here. One …
Read More »The Permian Oilfield Water Crackdown Continues… Now Delaware Disposal Capacity At Risk Of Regulatory Removal
During the 3rd Annual Oilfield Water Industry Update in Houston a couple weeks ago, the TX RRC’s seismicity-induced move to crackdown on disposal injection was the hottest topic. We summarized some key takeaways on the crackdown and made some predictions about future action in point 4 of our takeaways here. …
Read More »Quick Thoughts On Three Deals Of Note – One Each In Water, Frac, & E&P
Context is key and we’ve got some for the big deals announced 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 must be a member. If you are new to Infill Thinking, or your …
Read More »Produced Water Risks & Opportunities Abound As Deal Flow Increases [OWC Event Takeaways]
Last week, we joined 175 senior oilfield water industry professionals at the 3rd Annual Oilfield Water Industry Update conference at the Houstonian. It was a full house and a full discussion – there is no shortage of excitement in the sector at present. Here are some key takeaways from the …
Read More »Oilfield Water Deal Flow Is Heating Up [Chart Of The Day]
Plenty of water deal news continues to cross the wires as 2019 draws to a close. And what a year it’s been for water midstream M&A. This week deals announced by three buyers take the deal count we track up to X significant water midstream transactions in 2019 vs. only …
Read More »BIG News On Midland Basin Production Front As RRC Requests PW Injection Curtailments Due To Seismicity…
This week, a regulator crackdown in the Midland Basin fulfilled an Infill Thinking prediction from April 2021… 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 Infill …
Read More »Digesting The First Water Midstream Pure Play IPO Filing
We analyze a huge deal in water midstream. 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 Infill Thinking, or your membership has expired, please email us …
Read More »Oilfield Water – Produced & Fresh H2O Datapoint Roundup
As we prep for the 3RD ANNUAL OILFIELD WATER INUDSTRY UPDATE at the Houstonian this fall, we are digging into what matters in produced water and water midstream. Here is what we found… There’s a lot more to this story… Login to see the full update… To read this update …
Read More »