In three weeks from now, on October 4 in Downtown Houston, US oil industry leaders and investors will gather to discuss oilfield water’s evolving business model, market structure, and latest trends. Oilfield Water: Industry Update delivers the most exciting produced water business topic agenda of any conference this fall season. …
Read More »E&P Consolidation Is A Catalyst For More Oilfield Water Divestitures & Recycling
Towards the end of the press release on Callon’s acquisition of Carrizo this week, a comment on oilfield water caught our eye. It signals… 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 …
Read More »As WaterBridge Pulls The Plug On IPO… More Oilfield Water Finance Conference Takeaways
In this update, we talk about why the withdrawal of the WaterBridge IPO isn’t a big surprise followed by takeaways from the afternoon sessions of the Oilfield Water Finance conference – an event that provides context and a framework for processing headlines like WaterBridge’s… The inaugural Oilfield Water Connection event …
Read More »Marcia, Marcia, Marcia… Hot Takes From The Oilfield Water Connection’s Morning Sessions Last Week
Last Friday, the who’s who of oilfield water management gathered at the Oilfield Water Connection’s inaugural event at the Houston Petroleum Club. This executive event happened at a defining moment in oilfield wastewater management – for this sector is undergoing rapid, transactionally-driven change. From highly informative panel discussions to unrivaled …
Read More »Buzz Builds Around WPX’s Water Infrastructure
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 …
Read More »Produced Water Pow Wows On The Rise… [Chart Of The Day]
Earlier this week, we released a piece titled the The Oilfield Water Ownership Conundrum, which analyzed the business model strategies of 16 operators on their oilfield water management practices. Even as we write, there are multiple deal processes underway in the oilfield water space. One smart water contact plugged into …
Read More »The Oilfield Water Ownership Conundrum [Color Coded Roundup Of E&P Strategies]
The oilfield water asset monetization trend is a more frequent topic in E&P conversations with investors these days, as analysts pepper management teams with questions about potential divestitutures in the wake of several notable recent water transactions. Here’s what some of the leaders are saying… There’s a lot more to …
Read More »Most Agree That Injecting Permian Wastewater Isn’t Going To Get Any Easier… But Is It Getting Harder Yet?
The great local sand rush of 2017-2018 has clearly slowed down here as sand prices have dropped into a trough (we estimate Permian FOB mine prices are down some 65% y/y). What’s going on with operations though? Is more sand still to come? We take a look in this data-driven …
Read More »An Invitation To Join Us To Discuss Oilfield Water Management
This June 21st in Downtown Houston, US oil industry leaders will gather to discuss oilfield water’s evolving business model, market structure, and finance trends. Oilfield Water: Identifying & Financing The Right Solution is the first-ever conference devoted entirely to the business side of oilfield water. This segment now poses structural …
Read More »Managing Produced Water The Rocky Mountain Way… A Chat With Expedition [Aqua Men]
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 …
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