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 …
Read More »Blue Is The New Green. Why Water Midstream Is A Great ESG Investment [Guest Post]
For water midstream, which is still in the early phases of market evolution, the opportunity to make a positive difference in the water supply/demand balance is enormous. Once permanent infrastructure is in place and multiple systems become interconnected, the stage will be set to move excess produced water to… There’s …
Read More »Oilfield Water Deals Are Approaching $5 Billion In Value So Far In 2019 [Chart(s) Of The Day]
It probably comes as no surprise to Infill Thinking readers that 2019 has been a record year for corporate transactions involving oilfield water firms and assets. We’ve covered transactions (and potential transactions) ad nauseam throughout the year. With 2019 winding down, we paused today to reflect on the corporate transaction …
Read More »Permian Operator Pieces Together A Produced Water Deal Puzzle. This One Is Complicated By E&P M&A…
This E&P company is one of those operators that has been actively (and publicly) evaluating strategic alternatives for their water business for much of the year. We wrote about their thinking on the process in May 2019 and again last month. This week we got the latest on management’s thinking …
Read More »A Big Permian Operator’s Thinking On Monetizing Water Assets Changes; Warming Up To A Near-Term Sale
Another E&P is warming up to handing off their in-house water assets and could divest their water infrastructure to the third-party water midstream industry in the near-term… 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 »Clearing The Air On A Costly Misstep In The Evolution Of Oilfield Water Solutions
Today we take a closer look at a costly misstep in the O&G industry’s effort to figure out oilfield water handling solutions as water midstream rapidly evolves… 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 »10 Notable Oilfield Water Datapoints: Frac Water Soaks, More E&P Monetization, & Truck Reliance Declining But Never Going Away?
Since your inbox is probably flooded with press releases and sell-side notes this week, we are zooming out to highlight these key points in oilfield water from a busy earnings week… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Oilfield Water Deal Watch List: Crossing One Off, Adding Another
Oilfield water continues to make for fertile soil producing a bumper crop of M&A deals. This week, a potential deal we’ve been listening for since May was announced. Separately, another E&P operator… There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »Mapping The “Born On Date” For The Booming Modern Oilfield Water Universe [Chart Of The Day]
We hope you find the result of our origin tracing exercise as fascinating as we did. This is a new and exciting space with lots of high quality firms growing into their boots… There’s a lot more to this story… Login to see the full update… To read this update …
Read More »5 Questions Answered By The Oilfield Water Connection Event On October 4, 2019
Last Friday, Oilfield Water Connection hosted industry leaders from across the country at the Houston Petroleum Club to talk about the rapidly evolving competitive landscape in full-cycle oilfield water management. Before the event, we shared 7 pre-conference questions were were hoping to gain perspective on. Asked and answered, the following …
Read More »
Infill Thinking Lifting the O&G knowledge curve