Multiple local frac sand industry contacts in both South and West Texas have shared with us that sand production is not only affected by the cold temps but also by natural gas service interruption. As a result… Login to see the full update… To read this update and receive our …
Read More »Who Is Frac’ing Federal Land?
Biden hits the pause button on new Federal land hydrocarbon exploitation. Now what? We’ve got a dose of data-driven context here… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) …
Read More »What Would Texas Oil Proration Look Like? A $1,000 Fine Per Barrel For Non-Compliance Is Part Of It…
We have reviewed a draft of the proration order and share it and something that jumps out at us here… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members …
Read More »A Deep Dive (& Some Fun) With The Historic Hearing On Texas Oil Cuts [Summary Of 9-Hour Testimony]
The Texas Railroad Commission (and a whole bunch of oilfield folks) had a very busy Tuesday. The three Commissioners hosted a nearly 9-hour long virtual open hearing on Tuesday, taking petitions for and against prorating Texas oil production. 20,000 viewers tuned in to watch the webcast. A whopping 53 industry …
Read More »Two Permian E&Ps Call On TX RRC To Limit Oil Production While Echoing Infill Thinking’s Sub-$10 WTI Prediction
A desperate bid by two Permian operators to put a floor under the price of oil and stabilize and save the US E&P industry… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, …
Read More »A Brief History Of The Flaring Dialog Between E&P CEOs & Investors
In a separate update earlier this week, we quantified a new kind of flaring intensity index. Today we explore the qualitative side of this trend, distilling over 1,000 executive/investor conversations about flaring over the past decade and a half into this 5-minute-read summary. Login to see the full update… To …
Read More »Flaring ‘Conversation’ Intensity Heats Up [Chart Of The Day]
In this update we study a different kind of flaring intensity – the flaring conversation intensity. This is not a new issue, but the conversation is heating up and evolving. Login to see the full update… To read this update and receive our research newsletters, you must be a member. …
Read More »End Of Week Roundup: Flaring Crackdown Risk, Will Laredo Sell H2O System? Sand Unbundling & Use Spike, RIFs, EIA Forecast Fade, & A Little Friday Humor…
In addition to the other research we’ve posted this week, here’s an assortment of interesting odds and ends that crossed our desk and will be of interest to Infill Thinking members… Login to see the full update… To read this update and receive our research newsletters, you must be a …
Read More »County Officials Vote Thursday On The Second Local Bakken Frac Sand Mine Site
Here’s what comes next for Asgard’s planned Mercer County frac sand production facility per various local officials… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research …
Read More »When Sand & Water Don’t Mix… Texas AG Finds Fault With An Industrial Sand Plant’s Wastewater Handling
Action against an industrial plant has read-through to Texas local frac sand mining… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and …
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