Tag Archives: delaware basin

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 …

Within minutes of the transcript of the Exxon analyst day being released, we shared this summary of what’s new in the company’s Permian Basin Drilling & Completion outlook…. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

In 2017, we recognized Reeves the “most drilled” and “most improved county in the Permian in this update, which we titled: “More Rigs Have Been Activated In Reeves County In 2017 Than In The Entire Bakken.” Here in 2020, we find ourselves writing a very different assessment of activity in …

Infill Thinking first wrote about Atlas Sand’s conveyor project back in May 2019 (see point 10). The cat is out of the bag now and the mainstream media is feasting on a BLM press release about a new permit application filed by Atlas Sand. Atlas Sand isn’t commenting about the …

The dust is settling on another big E&P M&A announcement in 2019, and this one has implications for related water and midstream deal processes as well as 2020 E&P capex spending in the Permian. There’s a lot more to this story… Login to see the full update…  To read this …

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 …

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…  …

We provide an update on a northern Delaware Basin water behemoth, which was created through M&A this May. 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 …

Back in the heyday of the Permian local frac sand boom (2017), Infill Thinking was breaking news about an incremental Permian frac sand plant once a week it seemed. With the Permian now oversupplied, all’s been quiet on the greenfield construction front for the past year. Here lately, we’ve been …

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 …