Proactive steps and production curtailment are both helping to… 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 expired, please email …
Read More »Rounding Up Frac And Water Quick Hits As Year-End Oilfield Reports Trickle Out…
An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: 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 »Liberty Responds (Indirectly) To A Peer’s Sweeping Supply Chain Reform With Their Own View On The Topic
An interesting conversation was had on Liberty’s earnings conference call this week that is directly related to a recent Infill Thinking exclusive report. 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. …
Read More »Delaware Basin City Running Out Of Water – An Underappreciated Story With Big Implications
In today’s bizarre world, so called “social media influencers” get millions of views for videos containing meaningless blather. On the other hand, we dug up a video posted about a week ago which everyone in the Permian oilfield should watch with rapt attention; however, it only had 25 views as …
Read More »Is The Water Deal Pipe Going Dry? What WaterBridge Walking Away Says About E&P H2O System M&A
On Friday, WaterBridge left $10mm on the table to walk away from an E&P water system acquisition agreed to before the oil price crash that would have cost them another $215mm. What does it mean for E&P water system divestitures? Is the deal pipeline going dry? In this climate, we …
Read More »A Seismic Investigation Of Last Week’s 5.0 Magnitude Permian Earthquake [Guest Post]
One week ago, a 5.0 magnitude earthquake rocked the state-line area of Texas / New Mexico. The strongest in the area since 2017, it was reportedly felt by thousands as far away as Odessa. Quakes often lead to hasty and uninformed conclusions about causes involving oilfield activity. Today’s guest post …
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 »Wild Wild West – Some Big News Brewing In A Key West Texas Ranch Sale Process [EXCLUSIVE]
Infill Thinking has confirmed that an LOI on a sales agreement has been signed on a West Texas ranch at the center of a bidding war, family controversy, and the oilfield water frenzy. There’s a lot more to this story… Login to see the full update… To read this update …
Read More »Tracking The Produced Water Re-Use Leaderboard & Changes In It [Chart Of The Day]
Last week, we published a research update discussing why produced water reuse as frac fluid is on the rise and what factors might drive the next leg up in the treated water trend in fracing. The catalyst for that piece was a research project our team was conducting to update …
Read More »Produced Water Reuse Is Rising, But The Ceiling Is Still High
Over the past 24 months, several driving forces have advanced the upstream industry mindset on water recycling, causing reuse to rise sharply. But there’s still plenty of room to grow, and we take a look at why, where things stand now, and what’s next in water recycling. If you are …
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