In our typical Friday guest posts, we get to hear the perspective of one Infill Thinking member at a time. And that’s usually pretty great, but as the old saying goes two heads is better than one. This post (or conversation really), is the brainchild of two Infill Thinkers who …
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 »The Primary Vision Frac Spread Count Forecast For Early 2018 [Guest Post]
This year, we’ve found it helpful to keep an eye on the frac spread count (FSC) maintained by Primary Vision, Inc. So we called our friend Matt Johnson, a principal at the data firm that maintains the FSC, to learn more about how this metric came to be and the methodology behind …
Read More »The Top 10 Infill Thinking Updates Of 2017
Subscribers will relive a lively year of action by seeing the top research updates Infill Thinking published this year. We also revisit the amazing guest posts shared by 21 contributing subscribers this year. Our readers are the smartest in the business! There’s a lot more to this story… Login to …
Read More »Our Problem Isn’t Oil Prices. It’s the Self-Inflicted Costs [Guest Post]
For more than two years, the North American Energy industry has struggled with low prices. Companies have idled workers and equipment, squeezed vendors, and taken additional cost cutting measures. But our problem isn’t oil prices. Rather, it’s the self-inflicted costs. There’s a lot more to this story… Login to …
Read More »The Long And Short Of Petitioning To List A Species Under The ESA [Guest Post]
Each Friday in the last month of each quarter, we pass our keyboard to an Infill Thinking subscriber to weigh in from their field. In October, two ENGOs provided a notice to the Comptrollers office of their intent to petition the US Fish and Wildlife Service to list the dunes …
Read More »After 100 Years Of Sand Ranching, We’ve Learned A Few Things About These West Texas Dunes [Guest Post]
Historically, the sand dune fields in Winkler County Texas have primarily been used for cattle ranching. In the span of 9 months, 14 massive sand mines have been permitted in these ranchers’ backyards. Winkler ranches don’t change hands often – most have been in the same families for generations. So …
Read More »Building Rock Solid Environmental And Safety Programs In The Shifting Sands Of West Texas [Guest Post]
As the Permian frac sand mining story moves from the exploration phase to the execution phase, we thought it’d be interesting to get Tommy Mathews‘s view on the challenges and considerations that Permian miners should be thinking about as they enter production mode. The land grab is over. It’s time …
Read More »The Tariffs Are Coming, The Tariffs Are Coming! Or Are They? [Guest Post]
In this Friday guest post, Susan Murphy (Publisher and Editor in Chief of The OCTG Situation Report®) provides some clear thinking on the Section 232 trade investigation. Section 232 is a controversial import swing factor injecting uncertainty in the OCTG sub-sector. We asked Susan to share her latest thoughts on status, …
Read More »The Reconstruction Of The Jackup Market [Guest Post]
Deepwater attracts most of the attention paid to offshore drilling, but shallow water rig demand has improved recently stirring up some hope that perhaps the jackup segment may offer better relative recovery prospects offshore. We asked Infill Thinking subscriber Liz Tysall (a Senior Rystad Energy Analyst who has been following …
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