The Oilfield Water Connection’s Industry Update Conference this Friday October 4 is sold out with north of 170 attendees expected. The speaker line-up of industry executives and analysts is poised to deliver an important update on business conditions in the space – this will be a great learning opportunity. On …
Read More »Goodnight Comments On Terminated Transaction, While Another Water M&A Deal Is Announced
Infill Thinking has obtained a statement from Goodnight Midstream in the wake of the M&A termination. CEO Patrick Walker told Infill Thinking… 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 …
Read More »Water You Doing On October 4?
In three weeks from now, on October 4 in Downtown Houston, US oil industry leaders and investors will gather to discuss oilfield water’s evolving business model, market structure, and latest trends. Oilfield Water: Industry Update delivers the most exciting produced water business topic agenda of any conference this fall season. …
Read More »Delaware Basin New Injection Well Demand Is On A Record Setting Pace In 2019 [Charts Of The Day]
The Delaware Basin is the epicenter of the oilfield water revolution for several reasons including its concentration of unconventional activity and high water cuts relative to other plays in Texas and the Lower 48. As a result… There’s a lot more to this story… Login to see the full update… …
Read More »It’s Not Just E&Ps That Are Separating Oilfield Water Midstream Businesses…
We’ve seen plenty of E&P divestitures of water midstream assets to third-party water pure-plays over the past 12 months. But oilfield service firms can also benefit from… 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 »Just Add Water… And You Get 3 M&A Deals In 12 Hours
The larger two deals of the three involve E&P operators handing off a portion of their water management operations to third-party midstream companies. This is a critically important sub-theme in water M&A, which we’ve addressed in many updates this year. Check out more analysis of each deal in this update, …
Read More »E&P Consolidation Is A Catalyst For More Oilfield Water Divestitures & Recycling
Towards the end of the press release on Callon’s acquisition of Carrizo this week, a comment on oilfield water caught our eye. It signals… 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 …
Read More »Buzz Builds Around WPX’s Water Infrastructure
WPX has talked about oilfield water assets strategy on investor conference calls times earlier this year. Their tone has progressively evolved in our view, and 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 …
Read More »It Floats! Positive Water Midstream Datapoint From Diamondback Spinco IPO
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 »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 …
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