One week ago, a 5.0 magnitude earthquake rocked the state-line area of Texas / New Mexico. The strongest in the area since 2017, it was reportedly felt by thousands as far away as Odessa. Quakes often lead to hasty and uninformed conclusions about causes involving oilfield activity. Today’s guest post …
Read More »What’s New On 6 E&P Water System Sale Processes, Plus A Handful Of Other Oilfield Water Market Datapoints
From the datapoint deluge this week, we’ve extracted these critical pieces of oilfield water market intelligence. 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, …
Read More »WaterBridge’s Buying Spree Extends Into 2020 As Another Large E&P System Is Divested
We take a look at WaterBridge’s acquisition history and comment on their latest deal in this update… 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 »The Big Picture Themes That Matter Most In 2020 US E&P, Oilfield Water, Service And Sand Markets
Today we are giving readers a look behind the curtain at an important part of our research process. We’ve summarized the key themes we believe will be highly influential in shaping oilfield market fundamentals in 2020. Until now, these ideas have just lived on our whiteboard and post-it notes… There’s …
Read More »End Of Week Roundup: Flaring Crackdown Risk, Will Laredo Sell H2O System? Sand Unbundling & Use Spike, RIFs, EIA Forecast Fade, & A Little Friday Humor…
In addition to the other research we’ve posted this week, here’s an assortment of interesting odds and ends that crossed our desk and will be of interest to Infill Thinking members… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Rolling Stone Blasted By O&G Trade Group After Hit Piece On “Hot” Oilfield Water
Sustainable business models in oilfield water management will be a hot topic at The Oilfield Water Markets 2020 Conference coming up this May in Dallas. We’ll be there and hope to see many of you there… The Rolling Stone feature story on oilfield water that we flagged for our readers …
Read More »A New Year In Oilfield Water Management Brings More Of The Same… Sort Of.
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 …
Read More »The Top 19 Stories Of 2019 In Frac Sand And Oilfield Water
During a dynamic 2019, Infill Thinking: shipped 100 e-newsletters to active members, shipped 45 data-driven e-newsletter to Analyst Plan members, published 370 original written research updates, hosted 4 member meet-ups in key oilfield cities, conducted 4 field trips to put boots on the ground in key oilfield markets and gather market …
Read More »Oilfield Water Deal Flurry As 2019 Winds Down Solidifies A Historic Year For Water Midstream M&A
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 »The Oilfield Water Tax Men – What Does It Mean To Be Water Midstream?
The phrase “water midstream” has without doubt been the hottest buzzword of 2019 in shale. Last week, we collaborated with Oilfield Water Connection on an executive survey about “what qualifies a water management firm as water midstream?” Today, new insights from the survey of leading CEOs and bankers and investors …
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