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 »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 …
Read More »Managing Produced Water The Rocky Mountain Way… A Chat With Expedition [Aqua Men]
Oilfield water management’s rapid evolution from cottage industry to stand-alone business is attracting dozens of new players (and capital) across the entire water value chain. As startups join stalwarts in a business model revolution, our Aqua Men series brings this fast developing space to life. This is the second profile …
Read More »The Oilfield Water M&A Pipeline – 5 Potential Deals & Angles To Watch
We did a little thinking about the pipeline of M&A in the oilfield water business this week. For obvious reasons, it’s far easier to write about deals that have happened in the past rather than those that might happen in the future. But here’s some angles we’ll be watching in …
Read More »An Evolving Industry Orbits Around This Oilfield Water Management Lifecycle [Flowchart]
Oilfield water management is a complicated, volumetric business. Here is the oilfield water lifecycle in an easy to follow flowchart that explains this segment’s fast-evolving value chain. 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 »A Resounding Chorus Of “We Recycle Water” Is Echoing In Shale [3 Charts]
We take a look behind the curtain at some key trends in frac water. 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 Basin SWD Conference Call Takeaways
A few key points we found fascinating on the Permian basin produced water market and SWD situation in this update from a webinar hosted by Digital H2O on Wednesday. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
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