Here lately, the DSL has taken a back seat to other risks like trucking. But now it’s little head is popping up in the sand. Here’s the very latest on this species saga. There’s a lot more to this story… Login to see the full update… To read this update …
Read More »Nice Timing On The 4th Well Advanced West Texas Sand Producer Joining The TCP
The heat on the lizard is rising so US Silica’s news of inclusion in the Texas Conservation Plan TCP is well timed. More thoughts on the news and who else is in… There’s a lot more to this story… Login to see the full update… To read this update and …
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 »Hi-Crush Makes A Case For Limited Lizard-Related Production Interruption Risk
Since the Texas Comptroller’s letter singled out sand producers last week, West Texas miners have been inundated with questions. Investors and customers alike are becoming more concerned than ever about the trend’s exposure to Dune Sagebrush Lizard (DSL) habitat. We provide highlights from one company’s response supplemented with our firsthand knowledge from a …
Read More »What Smart Sand Just Said About The Lizard Should Make Everyone Stop And Think…
We fully expected Smart Sand to announce their entrance into the Permian sand rush today. They did not because of the Dune Sagebrush Lizard. What they said and our thoughts on what this means for the in-basin sand story in this update. There’s a lot more to this story… Login …
Read More »