Some breaking news on the regulatory front in frac sand today… 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 »Permian Water Kerfuffle Heats Up With Another TX RRC Crackdown Before Year-End
The unprecedented 2021 TX RRC crackdown on SWD-induced seismicity in the Permian continues with one more big action taken by the TX Railroad Commission before year-end. This year… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »The Sand Rancher vs. The Super Major – Incendiary Water Dispute Playing Out In The Open
You can file this update in “things we never thought we’d write when we started an oilfield research firm,” but there’s a must-read battle raging between a big Permian rancher and a super major. And it is playing out in real-time in a must-read Tweet-storm right now… There’s a lot …
Read More »A Conversation With The CCAA Administrator About The Dunes Sagebrush Lizard [EXCLUSIVE]
After publishing a detailed update on the DSL situation earlier this week, we heard directly from the administrator of the Candidate Conservation Agreement With Assurances (CCAA), Chris Jensen. After several email exchanges, Chris graciously agreed to an interview to provide some follow-up details, clarification, and additional information to Infill Thinking …
Read More »DSL Listing By 2022? Hope For The Best, Prepare For The Worst
This update is going to be about lizards. Specifically an elusive species that few people (if any) that live and work in the Permian have ever seen; but one that could none-the-less derail much industrial and economic progress in the most important oil Basin in the world. The dunes sagebrush …
Read More »Heightened DSL Risk On Display In Recent SEC Filings
With the DSL coming up more frequently in our offline conversations with Infill Thinking members, some of whom fear the worst on a listing event this year, we went digging to learn more and turned up some very interesting findings in…. There’s a lot more to this story… Login to …
Read More »Big Hurdle For The Frac Restart: Natural Gas Deliveries & Sand Supply Friction
Multiple local frac sand industry contacts in both South and West Texas have shared with us that sand production is not only affected by the cold temps but also by natural gas service interruption. As a result… There’s a lot more to this story… Login to see the full update… …
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 »What Would Texas Oil Proration Look Like? A $1,000 Fine Per Barrel For Non-Compliance Is Part Of It…
We have reviewed a draft of the proration order and share it and something that jumps out at us 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 are …
Read More »A Deep Dive (& Some Fun) With The Historic Hearing On Texas Oil Cuts [Summary Of 9-Hour Testimony]
The Texas Railroad Commission (and a whole bunch of oilfield folks) had a very busy Tuesday. The three Commissioners hosted a nearly 9-hour long virtual open hearing on Tuesday, taking petitions for and against prorating Texas oil production. 20,000 viewers tuned in to watch the webcast. A whopping 53 industry …
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