The latest developments around the Texas Conservation Plan and interaction between the Texas Comptroller’s Office and US Fish and Wildlife Service could have big implications for legal protections in Permian O&G. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Clear And Present Danger: The Future Of 32 Rigs Hangs In The Balance On November 6 [Charts]
The old Keystone pipeline debate from the past several years doesn’t hold a candle to this one. In fact, the most recent analog we can think of is the 2010 Gulf of Mexico drilling moratorium imposed by the Obama administration in the wake of the Macondo tragedy. Yet even that …
Read More »Revisiting Silicosis Prevention Resources After The 2017 Permian Frac Sand Rush [Guest Post]
The explosion of new industrial (silica) sand mining and processing operations in west Texas suggests the need for a review of one of the oldest known occupational diseases, silicosis, and the strategies that sand mining and processing operations can adopt to prevent the development of silicosis among their respective employees. …
Read More »In-Basin Adversary: 40mph Gusts In Kermit/Monahans Just Tested Sand Stockpiles
High winds ripped through the West Texas dune strip during the past couple days, reminding us of fugitive dust and inventory erosion risks. West Texas poses a unique environmental challenge that the frac sand mining industry has never had to deal with at scale before. We believe wind will be …
Read More »Sand In The Wind: Charting West Texas Vs. Wisconsin Air Currents
Wind presents a big risk factor for West Texas mines. It’s a challenge that mine builders don’t have to design to in Wisconsin, so cookie cutter designs may face issues with open sand pile erosion. After a windy week in West Texas, we put pen to paper to chart the …
Read More »Preferred Sands Confirms Commitment To Build Two Permian Plants, Shoots Down Oilfield Speculation Of A Cancellation
Here’s what you need to know about the latest rumor moving through the Permian Basin sand mining sewing circle. 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 …
Read More »Environmentalists Blitz The W. TX Sand Miners, TCP, & E&P
A leading environmentalist group has issued a new report on sand production in the Permian Basin and it’s impact on the dune sagebrush lizard. The report says sand mining is a threat to the lizard that overshadows all the rest. Login to get the details on this new development… There’s a …
Read More »Local Media In West Texas Now Reporting That A DSL Listing Petition Is Imminent
The local press in West Texas reports that a listing petition is to be filed imminently. This could impact both Permian E&P and frac sand producers. 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 »This Ship Matters. New Datapoints In The Biggest Oil Price Story No One Is Talking About Yet
A few weeks ago, we penned an update titled: “Unintended Consequences – The Crude Price Risk Factor No One Is Talking About… Yet.” Today, we bring you two new datapoints in that narrative. As a reminder, the risk thesis begins with a pending structural transformation in an end market for the heavier …
Read More »Unintended Consequences – The Crude Price Risk Factor No One Is Talking About… Yet
Here at Infill Thinking, we don’t forecast the price of oil – we focus on oilfield activity, markets, and companies. But we do regularly talk to some of the best crude oil minds in the business. When they share noteworthy observations, we pass them along. So when one of these …
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