In today’s bizarre world, so called “social media influencers” get millions of views for videos containing meaningless blather. On the other hand, we dug up a video posted about a week ago which everyone in the Permian oilfield should watch with rapt attention; however, it only had 25 views as …
Read More »Oilfield Water M&A Charts Suddenly Awash In White Space [Charts Of The Day]
Like with most sectors of the US economy in the Covid-19 world, dealmaking has gone silent in the oilfield water sector. There are three reasons that the recent lack of transactions in this oilfield niche is especially noteworthy: … There’s a lot more to this story… Login to see the …
Read More »Is The Water Deal Pipe Going Dry? What WaterBridge Walking Away Says About E&P H2O System M&A
On Friday, WaterBridge left $10mm on the table to walk away from an E&P water system acquisition agreed to before the oil price crash that would have cost them another $215mm. What does it mean for E&P water system divestitures? Is the deal pipeline going dry? In this climate, we …
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 »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 »Graphing Oilfield Water M&A While Waiting For Deal Flow To Pick Up Again [H2O Chart Of The Day]
While waiting for deal flow to pick back up, we dusted off our water M&A database 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 …
Read More »Oilfield Water M&A Deal News Slows In Early-2020. Why & What’s Next…
2019 was a record year for M&A deals in oilfield water. Will 2020 be able to keep up the pace? 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 …
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 …
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