Things were getting better on the Permian earthquake front… until last 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 must be a member. If you are new to Infill Thinking, or your membership has …
Read More »Permian Flow Assurance Risk Rises – 2 Of Texas’s Top 5 Earthquakes Ever Recorded Shook The Permian In The Past Month!
The Gardendale Seismic Response Area appeared to be working… until last Friday. 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 has …
Read More »When Sand & Water Don’t Mix… Texas AG Finds Fault With An Industrial Sand Plant’s Wastewater Handling
Action against an industrial plant has read-through to Texas local 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, or your membership …
Read More »Vizualizing West Texas 2019 SWD Leaders [Chart Flip-Book]
Company by company timeline charts for the top injection well permitters. These charts tell us a lot and also provoke some interesting questions… Consolidation ahead? 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 …
Read More »The Top 15 New Injection Well Owners Of The Year In West Texas [Chart Of The Day]
Operators still factor pretty heavily into the new injection well owner lineup, and we wonder how much longer that will be the case as many E&Ps continue to evaluate the separation of their wastewater management. A couple other interesting observations before we get to the data: There have been… There’s …
Read More »Pioneer Shares Their Evolving Thoughts On Separating A Critical Path Function
Here’s a look at what they said then and now, showing how their thinking has become more transparent. Other operators will definitely take notice if Pioneer’s water tone starts to shift on divestiture, since the company has long been at the forefront of water management in the tight oil E&P …
Read More »While Mining Frac Sand In The Dusty Dunes, You’ve Got To Stay Hydrated… [Chart Of The Day]
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, …
Read More »Goodnight! A Billion+ Dollar Deal In Water Midstream Pushes The Envelope On Private Equity Transaction Value
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 …
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