During a dynamic 2019, Infill Thinking: shipped 100 e-newsletters to active members, shipped 45 data-driven e-newsletter to Analyst Plan members, published 370 original written research updates, hosted 4 member meet-ups in key oilfield cities, conducted 4 field trips to put boots on the ground in key oilfield markets and gather market …
Read More »Oilfield Water Deal Flurry As 2019 Winds Down Solidifies A Historic Year For Water Midstream M&A
Plenty of water deal news continues to cross the wires as 2019 draws to a close. And what a year it’s been for water midstream M&A. This week deals announced by three buyers take the deal count we track up to X significant water midstream transactions in 2019 vs. only …
Read More »Blue Is The New Green. Why Water Midstream Is A Great ESG Investment [Guest Post]
For water midstream, which is still in the early phases of market evolution, the opportunity to make a positive difference in the water supply/demand balance is enormous. Once permanent infrastructure is in place and multiple systems become interconnected, the stage will be set to move excess produced water to… There’s …
Read More »Oilfield Water Deals Are Approaching $5 Billion In Value So Far In 2019 [Chart(s) Of The Day]
It probably comes as no surprise to Infill Thinking readers that 2019 has been a record year for corporate transactions involving oilfield water firms and assets. We’ve covered transactions (and potential transactions) ad nauseam throughout the year. With 2019 winding down, we paused today to reflect on the corporate transaction …
Read More »Permian Operator Pieces Together A Produced Water Deal Puzzle. This One Is Complicated By E&P M&A…
This E&P company is one of those operators that has been actively (and publicly) evaluating strategic alternatives for their water business for much of the year. We wrote about their thinking on the process in May 2019 and again last month. This week we got the latest on management’s thinking …
Read More »10 Notable Oilfield Water Datapoints: Frac Water Soaks, More E&P Monetization, & Truck Reliance Declining But Never Going Away?
Since your inbox is probably flooded with press releases and sell-side notes this week, we are zooming out to highlight these key points in oilfield water from a busy earnings week… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Oilfield Water Deal Watch List: Crossing One Off, Adding Another
Oilfield water continues to make for fertile soil producing a bumper crop of M&A deals. This week, a potential deal we’ve been listening for since May was announced. Separately, another E&P operator… There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »Mapping The “Born On Date” For The Booming Modern Oilfield Water Universe [Chart Of The Day]
We hope you find the result of our origin tracing exercise as fascinating as we did. This is a new and exciting space with lots of high quality firms growing into their boots… There’s a lot more to this story… Login to see the full update… To read this update …
Read More »Parsley’s Latest Thinking On Water Infrastructure & Frac Sand After The Jagged Peak Merger Announcement
E&P M&A is heating up again this week with another Merger Monday. One of yesterday’s deals gave us a chance to hear from management on two hot industry topics… There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »A Big Permian Property Auction With Historic Significance Is Imminent….
There’s a multi-parcel land auction scheduled for later this months that is likely to turn some heads in the Permian Basin – both in the ranching community and in the O&G industry. There’s a lot more to this story… Login to see the full update… To read this update and …
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