Looks like somebody’s gonna build a sand mine in New Mexico.. 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, …
Read More »Mapping Recent Federal Land Drilling Permits By E&P
In this map, we have plotted Federal Land permitting data by operator, showing Infill Thinking members specifically where which operators intend to drill on Federal Land and providing a sense of critical mass in these areas for each operator. There’s a lot more to this story… Login to see the …
Read More »Who Is Frac’ing Federal Land?
Biden hits the pause button on new Federal land hydrocarbon exploitation. Now what? We’ve got a dose of data-driven context here… 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 …
Read More »Who Plans To Drill On Federal Lands Soon… And Where [Map & Charts Of The Day]
A couple of months ago, we analyzed the E&P industry response to frac ban rhetoric by the democratic primary candidates. We also quantified drilling activity on Federal lands, estimating that O&G wells spud on Federal Land have comprised approximately X% of US onshore drilling activity. The next logical questions to …
Read More »A Look At O&G Drilling Trends By State On Federal Lands [Chart(s) Of The Day]
This is not only worth watching for upstream firms and pressure pumpers, but also water midstream firms who are counting on future produced water volumes in these areas and working out long term contracts and infrastructure investments with those contracts in mind. There’s a lot more to this story… Login …
Read More »Frac Ban – Fake News Or Clear & Present Danger?
By the time 3Q19 earnings season got underway in late-October, O&G industry executives and investors had had plenty of time to digest this little bombshell that Elizabeth Warren dropped in September. Elizabeth Warren on X (formerly Twitter): “On my first day as president, I will sign an executive order that …
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