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 »Select Energy Services Is Going Big On Water Midstream Growth In 2021
The recent news that Select Energy Service is the stalking horse for Basic Energy Services’ water business (Agua Libre Midstream) in their bankruptcy was just the latest in a string of big growth moves for Select in water midstream. Here we analyze the moves and what they mean… There’s a …
Read More »The Competitive Advantage Of Fully Integrated Water Midstream At Scale [Site Visit Observations]
During our Permian Basin trip this month, we had an opportunity to spend the better part of an afternoon with H2O Midstream touring the company’s extensive Howard County water midstream infrastructure. H2O Midstream owns and operates the largest independent fully interconnected produced water disposal and recycling network in the Midland …
Read More »Turbulent Waters: A Commercial Landscape Update For Water Midstream
We checked in with some of our friends at Winston & Strawn last week to get a read on commercial conditions in oilfield water. Since this team is plugged-in to water deal flow, we asked what issues their water midstream clients are seeking help with these days. What they shared …
Read More »A Seismic Investigation Of Last Week’s 5.0 Magnitude Permian Earthquake [Guest Post]
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 »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 »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 »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 …
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