Tag Archives: water

The battle for control of a critical swath of Permian land and water assets continues to heat up as the incumbents retaliate against recent activist investor information releases… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

With a shareholder meeting to pick the next TPL Trustee one month away, the activist investor’s pick for the vacant seat has launched a video campaign in which he questions the Trust’s land and water strategy. The vote for this seat has big implications for the Permian land and water …

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 …

In research, going down one path often leads to another. And that’s often when things become most interesting. While updating our recycled water leader board chart, first introduced in 4Q18, we got side-tracked by a quick thought exercise. In this update, we use operator spending budgets in conjunction with their …

Oilfield water management’s rapid evolution from cottage industry to stand-alone business is attracting dozens of new players 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 first profile in our …

The sense of urgency and rapid changes that now characterize the produced water space are attracting a host of new players. Startups are joining stalwarts in bringing new ideas, infrastructure aggregation concepts, and plenty of dry powder to the table. It’s early days for the oilfield water midstream model… so …

Water supply is a critical component of all Permian Basin proppant sand mine operations. Assuming that demand for and production of sand remain high many of the basin mines will need to extend excavations below the water table and consequently address aquifer dewatering issues. In this guest post, three experts …

Today’s chart of the day sits at the intersection of water sourcing and frac sand mining. 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, …

We believe a significant Private Equity deal today sets a new record while re-confirming our view that a new era in the evolution of water midstream model is beginning. The deal’s details also confirm several key thematic points made recently in an in-depth Infill Thinking water analysis. There’s a lot …

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 …