Tag Archives: water

We spent the first week of February on location in the Permian Basin gathering market intelligence on the completions supply chain. In addition to taking it all in from the road this week, we have met with a variety of management teams and visited operations in the field. During our …

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 …

Since New Year’s Day, ~40 fresh IR decks have hit the wires from the O&G industry… and that doesn’t even include downstream or midstream. The presentation dump came ahead of the year’s first significant O&G investor conference this week. We have cherry-picked the following datapoints with 2018 implications from public …

Water sourcing comes up often in our conversations with all sorts of different Permian Basin oilfield participants these days. Extreme thirst is the tight oil industry’s open secret – sourcing is more opaque than supply chain elements like rigs, horsepower, pipe and sand. We quantify surging water use in West …

Experienced E&P strategist Paul Sparks has been thinking about the future of what today is a highly fragmented E&P industry. As the US unconventional business matures, will it always be run by 50+ public Independents and hundreds of smaller privates? Or is mass consolidation the future? History and some of …

During recent conversations with several Permian Basin industry contacts, we caught wind that a new fresh water entrant is marketing third party fresh water via pipeline to the new construction frac sand mines going in around Kermit. We did a bit more digging and then called the company and received …

On the heels of an industry-first Delaware Basin water deal signed about a week ago comes a report from a Permian rancher to our desk that a historic spring has gone dry. In this update, we examine the brackish water requirements implied by frac sand volumes, discuss the dry spring’s …

A new protest has begun in the trucking community. It is starting small, but it is highly visible and could spread fast to the national stage. It has big implications for the oilfield. If the movement continues to grow, it could be a near-term negative for US onshore activity levels, …

Each Friday in June, we are passing the keyboard to one of our readers to share perspective from the field. We have handpicked these experts in their fields to share insights on key oilfield trends and debates. In today’s piece, online marketplace RigUp offers cost and market transparency on the Lower …

Today we are kicking off a new series, Follow The Leaders, in which we’ll be distilling real-time conceptual shifts discussed by leading unconventional E&Ps into quick, digestible updates. The purpose of this new series is to document only the most important big picture thinking, science, and experiments the US tight oil leaders are exploring …