Tag Archives: regulation

We share more boots-on-the-ground intel on the community and regulatory reaction to the frac sand mining rush playing out in the MidCon. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current …

Last week, the Texas Comptroller’s office submitted a new Dunes Sagebrush Lizard (DSL) conservation plan to US Fish and Wildlife Service (USFWS). If approved, the new plan will replace the existing Texas Conservation Plan (TCP). Via open records request, we obtained copies of the new plan and supporting documentation. Although …

While breaking the news about a MidCon mine construction halt exactly one month ago, we introduced a thesis to the market that MidCon frac sand mines would likely be delayed vs. initial expectations. With the potential for Oklahoma mine delays now well documented, we reiterate our first-to-market thesis that MidCon sand …

In this update yesterday, we noted a changing local climate towards the frac sand mining rush in Oklahoma. It’s even worse than we initially thought. After doing some more digging, we have decided that… There’s a lot more to this story… To read this update and receive our research newsletters, you …

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 …

In the Permian Basin, frac sand mines took off with very little permitting friction. In fact, if you take the dunes sagebrush lizard out of the conversation, we actually can’t recall a single headline about regulatory hurdles slowing down project. Will the same be true as the Mid-Con mining story …

Over the past 12 months, US E&P procurement teams have been under immense pressure to keep up with frenetic growth. The time suck of dealing with immediate challenges like frac consumable shortages and logistics issues has been huge. In fact, because of these pressing issues we believe that some operators …

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 …

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… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current …

The rapid advent of frac sand mining in Texas is not only drawing governmental attention from the Texas Comptroller’s office because of environmental impacts. Now the Texas legislature is taking a look too. There’s a lot more to this story… To read this update and receive our research newsletters, you must …