Guest Contributor Introduction From Joseph Triepke: Long time Infill Thinking readers may recall several guest posts from their fellow member Schuyler Wight over the years. He first wrote in back in 2017 when local sand mines were becoming his new neighbors left and right. He wrote in again in 2018 …
Read More »New Revelations About EOG’s Sand & Water Supplies In Texas
In this update we put two and two together to illuminate EOG’s new Permian sand procurement strategy to get sand closer to the wellhead. 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 »Pressure Pumper Talks About Big Downtime From Frac Supply Chain Shortfalls (Sand, Water, Trucking)
Sand, water and trucking aren’t easy and multiple pressure pumper have been fighting an uphill battle on these fronts. One pumper talked about the challenge 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 »Crane County Geyser Is Sucking Up ALL The Vac Trucks
Big water kerfuffle out in West Texas, and this time it’s not earthquake related… 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 …
Read More »Shaky Ground: Railroad Commission Takes Much-Needed Stand On Oil Field Earthquakes [Guest Post]
Get up to speed fast on Permian seismicity with this thought piece from a highly qualified Infill Thinking member, Jason Jennaro, CEO of Breakwater Energy Partners. 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 …
Read More »10 Frac Supply Chain Predictions For 1H2022
Happy New Year! Oil prices firmed up over the holiday break, putting the 4Q21 flash crash scare firmly in the rearview mirror. Here’s some thoughts on what’s coming next in the oilfield market place… There’s a lot more to this story… Login to see the full update… To read this …
Read More »New Datapoints That Advance The U.S. Oilfield Water Narrative
One thing we found interesting this earnings season was that nobody talked about the…. 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 …
Read More »Quick Thoughts On Three Deals Of Note – One Each In Water, Frac, & E&P
Context is key and we’ve got some for the big deals announced 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 must be a member. If you are new to Infill Thinking, or your …
Read More »Produced Water Risks & Opportunities Abound As Deal Flow Increases [OWC Event Takeaways]
Last week, we joined 175 senior oilfield water industry professionals at the 3rd Annual Oilfield Water Industry Update conference at the Houstonian. It was a full house and a full discussion – there is no shortage of excitement in the sector at present. Here are some key takeaways from the …
Read More »Select Energy Services Is Going Big On Water Midstream Growth In 2021
The recent news that Select Energy Service is the stalking horse for Basic Energy Services’ water business (Agua Libre Midstream) in their bankruptcy was just the latest in a string of big growth moves for Select in water midstream. Here we analyze the moves and what they mean… There’s a …
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