As we prep for the 3RD ANNUAL OILFIELD WATER INUDSTRY UPDATE at the Houstonian this fall, we are digging into what matters in produced water and water midstream. Here is what we found… There’s a lot more to this story… Login to see the full update… To read this update …
Read More »The Sand Rancher vs. The Super Major – Incendiary Water Dispute Playing Out In The Open
You can file this update in “things we never thought we’d write when we started an oilfield research firm,” but there’s a must-read battle raging between a big Permian rancher and a super major. And it is playing out in real-time in a must-read Tweet-storm right now… There’s a lot …
Read More »A Conversation With The CCAA Administrator About The Dunes Sagebrush Lizard [EXCLUSIVE]
After publishing a detailed update on the DSL situation earlier this week, we heard directly from the administrator of the Candidate Conservation Agreement With Assurances (CCAA), Chris Jensen. After several email exchanges, Chris graciously agreed to an interview to provide some follow-up details, clarification, and additional information to Infill Thinking …
Read More »DSL Listing By 2022? Hope For The Best, Prepare For The Worst
This update is going to be about lizards. Specifically an elusive species that few people (if any) that live and work in the Permian have ever seen; but one that could none-the-less derail much industrial and economic progress in the most important oil Basin in the world. The dunes sagebrush …
Read More »Heightened DSL Risk On Display In Recent SEC Filings
With the DSL coming up more frequently in our offline conversations with Infill Thinking members, some of whom fear the worst on a listing event this year, we went digging to learn more and turned up some very interesting findings in…. There’s a lot more to this story… Login to …
Read More »Short Takeaways From The Sidelines Of The First Produced Water Conference Since The Pandemic
This week, we attended and participated in the only in-person produced water / water midstream conference held so far in the pandemic era – The Oilfield Water Markets 2021 Conference. And it was awesome to be back out there mingling with so many great industry folks. As the first event …
Read More »Oilfield Water – Produced & Fresh H2O Datapoint Roundup
As we prep for the Oilfield Water Markets 2021 Conference this week in Frisco, we are doing some advance research on what matters in water midstream and here’s what we found… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Energy Transitioning The Oilfield Out Of A Job?… Not So Fast My Friend…
Importantly as we listened to the oilfield’s commentary around energy transition this quarter, we were struck by the fact that oilfield management teams are optimistic not pessimistic about this. Remember SWOT analysis from business school? The oilfield is looking at energy transition as an “O” not a “T.” There’s a …
Read More »What They Are Saying About Oilfield Water [Produced & Fresh H2O Datapoint Roundup]
This earnings season, we’ve listened carefully as E&P operators and midstream/service firms talk about water on investor calls. We are gearing up for the Oilfield Water Markets 2021 Conference this May 12-13 in DFW. We encourage any Infill Thinkers interested in water to join us there… This conference is the …
Read More »The E&P Emissions Conversation Heats Up… Oilfield Opportunity To Pounce On? [Chart Of The Day]
And the big buzzword in E&P this earning season is….??? There’s several, but… 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, or your membership …
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