Tag Archives: regulatory risk

More context for frac supply chain risk after recent regulatory changes around species protection… 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 …

Data context for sand mine impacts of recent regulatory changes 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 …

Roundup of reactions to the news of the DLS listing… 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 …

The Lizard Is Finally Listed! 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 us to discuss our …

In this report, we share some regulation thoughts… 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 us …

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 …

In this update we study a different kind of flaring intensity – the flaring conversation intensity. This is not a new issue, but the conversation is heating up and evolving. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

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 …

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 …

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 …