We encountered a mini-doc on the Permian boom this week that is worth a watch if you haven’t seen it yet. Note the prayer before the left turn into 285 traffic at 5:30am… There’s a lot more to this story… Login to see the full update… To read this update …
Read More »Frac Sand In Places Not Called West Texas [Guest Post]
What’s interesting is that not all sand dunes are suitable for frac sand, which seems counterintuitive. This is due in part to the age of the formation – the sand hasn’t been in the rock tumbler (environment) long enough to smooth out the rough edges like the older marine formations …
Read More »One Last DSL Headline Before The Year Is Out: CBD Attacks TCP Lapse
Environmental protection groups are seizing upon a lapse in a legal compromise (a lapse that Infill Thinking broke the news about five weeks ago) in their latest effort to apply pressure to the Feds to list the lizard as an endangered species. Punching above its weight, the little dunes sagebrush …
Read More »The TCP Is History – Last Week’s Permit Surrender Is De Facto Nullification
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 »A New Plan For The Permian [Texas Comptroller Op-Ed]
It is our honor to welcome the Chief Financial Officer for the state of Texas as an Infill Thinking guest contributor today. Glenn Hegar was elected as the 36th Texas Comptroller of Public Accounts in November 2014. Glenn and his team at the Texas Comptroller’s office have played a high …
Read More »The Wait Is Over. New Lines Have Been Drawn In The West Texas Sand [2018 DSL Map Analysis And PDF]
As discussed in this Infill Thinking update four months ago, the Texas Comptrollers Office is in the process of re-writing the Texas Conservation Plan for the DSL – a key step in light of the recent petition to list the species as endangered filed by two private environmental groups. The old “Hibbits …
Read More »The Petition To List The Dunes Sagebrush Lizard As Endangered Is Live. So What, And What Next?
After the Dunes Sagebrush Lizard (DSL) petition was filed earlier this week, we had a chance to catch up with a subject matter expert on Texas environmental issues to learn a bit more about what matters in the petition and what to watch for next… There’s a lot more to this …
Read More »Today Is DSL D-Day
It’s official. We discuss… this is a developing story and we’ll be adding updates to this post as we learn more 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 …
Read More »From What We Are Hearing, This Would Be A Great Weekend To Revisit This In-Depth Petition Primer…
Admittedly, predicting the timing of the DSL listing petition has proven difficult. That said, we suggest readers revisit this in-depth guide over the weekend to be braced for come what may… There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »No Listing Petition Yet, But Two Other Notable DSL Datapoints Have Crossed Our Desk
After publishing a “petition may be coming” piece last week, we talked to several more market participants who confirmed they expect action soon. Meanwhile, there have been a couple interesting developments that set the table for the legal battle whenever it begins. There’s a lot more to this story… Login …
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