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 …
Read More »The Lizard vs. Permian E&P [FRAC RISK & MAP DATA]
After the DSL listing, some readers are asking us about E&P impacts. Here’s some map and data analysis / context to help with that question and more… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Environmentalists (Or Bots?) Are Flooding The Now Extended DSL Listing Comment Period With Copy/Paste Text
The public comment section of the DSL listing (which closes this week) has become a hot mess of non-incremental submissions… 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 »CCAA Administrator: “DSL Regulatory Environment Post-Listing Will Be A Nightmare” [EXCLUSIVE]
Our conversation with Chris Jensen, manager of one of two leading conservation plans relevant to the DSL, was much scarier than we expected going in as it pertains to what things will look like after a listing becomes effective (which Chris thinks is highly likely, but isn’t sure when…). There’s …
Read More »Reaction To The Dunes Sagebrush Lizard Listing Decision
DSL update after following up with a variety of industry contacts post-USFWS decision… 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 …
Read More »The Dunes Sagebrush Lizard Decision Is FINALLY In… USFWS Decides TO LIST The Lizard As Endangered
DSL update… 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 current subscription options …
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 »Here Lizard Lizard Lizard… DSL Rears Its Head Again, This Time Factoring Into Permian Sand Bids
While the press always has a field day with the lizard headlines, oilfield customers are paying attention to listing and habitat exposure. And so we are too! Here’s what’s happening a level deeper than the media headlines in today’s oilfield marketplace… There’s a lot more to this story… Login to …
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