shutdown Archives - Infill Thinking https://www.infillthinking.com Lifting the O&G knowledge curve Fri, 01 Sep 2023 15:56:57 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.9 https://www.infillthinking.com/wp-content/uploads/2016/09/cropped-Screenshot_4-8-32x32.png shutdown Archives - Infill Thinking https://www.infillthinking.com 32 32 Environmentalists (Or Bots?) Are Flooding The Now Extended DSL Listing Comment Period With Copy/Paste Text https://www.infillthinking.com/infill-thoughts/environmentalists-are-flooding-the-dsl-listing-comment-period-with-copy-paste-text/ https://www.infillthinking.com/infill-thoughts/environmentalists-are-flooding-the-dsl-listing-comment-period-with-copy-paste-text/#respond Wed, 30 Aug 2023 13:03:03 +0000 https://www.infillthinking.com/?p=33459 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 new to Infill Thinking, or …

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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 new to Infill Thinking, or your membership has expired, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

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CCAA Administrator: “DSL Regulatory Environment Post-Listing Will Be A Nightmare” [EXCLUSIVE] https://www.infillthinking.com/infill-thoughts/ccaa-administrator-dsl-regulatory-environment-post-listing-will-be-a-nightmare-exclusive/ https://www.infillthinking.com/infill-thoughts/ccaa-administrator-dsl-regulatory-environment-post-listing-will-be-a-nightmare-exclusive/#respond Mon, 07 Aug 2023 21:43:12 +0000 https://www.infillthinking.com/?p=33418 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 a lot more to this …

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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 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 at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
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  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

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Reaction To The Dunes Sagebrush Lizard Listing Decision https://www.infillthinking.com/infill-thoughts/the-dunes-sagebrush-lizard-decision-follow-up/ https://www.infillthinking.com/infill-thoughts/the-dunes-sagebrush-lizard-decision-follow-up/#respond Fri, 07 Jul 2023 17:00:59 +0000 https://www.infillthinking.com/?p=33299 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 has expired, please email us …

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DSL update after following up with a variety of industry contacts post-USFWS decision…

There’s a lot more to this story…

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The Dunes Sagebrush Lizard Decision Is FINALLY In… USFWS Decides TO LIST The Lizard As Endangered https://www.infillthinking.com/infill-thoughts/the-dunes-sagebrush-lizard-decision-is-finally-in-usfws-decides-to-list-the-lizard-as-an-endangered-species/ https://www.infillthinking.com/infill-thoughts/the-dunes-sagebrush-lizard-decision-is-finally-in-usfws-decides-to-list-the-lizard-as-an-endangered-species/#respond Fri, 30 Jun 2023 17:28:35 +0000 https://www.infillthinking.com/?p=33295 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 at hello@infillthinking.com. (Current members login here.) Members get: Exclusive …

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DSL update…

There’s a lot more to this story…

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Members get:

  • Exclusive research update newsletters
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A Conversation With The CCAA Administrator About The Dunes Sagebrush Lizard [EXCLUSIVE] https://www.infillthinking.com/infill-thoughts/a-conversation-with-the-ccaa-administrator-about-the-dunes-sagebrush-lizard-exclusive/ https://www.infillthinking.com/infill-thoughts/a-conversation-with-the-ccaa-administrator-about-the-dunes-sagebrush-lizard-exclusive/#respond Thu, 20 May 2021 20:39:26 +0000 https://www.infillthinking.com/?p=30833 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 members about the DSL and …

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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 members about the DSL and the CCAA after our initial report….

 

 

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DSL Listing By 2022? Hope For The Best, Prepare For The Worst https://www.infillthinking.com/thinking-ahead/dsl-listing-hope-for-the-best-prepare-for-the-worst-because-hope-is-not-a-plan-and-this-could-be-huge/ https://www.infillthinking.com/thinking-ahead/dsl-listing-hope-for-the-best-prepare-for-the-worst-because-hope-is-not-a-plan-and-this-could-be-huge/#respond Tue, 18 May 2021 17:37:49 +0000 https://www.infillthinking.com/?p=30830 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 lizard finds it’s scaly, reptilian …

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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 lizard finds it’s scaly, reptilian self at the center of a multi-year kerfuffle that might finally be coming to a head under the new Presidential administration.

After warning Infill Thinking members about the situation as a potential risk this year last week, we got a ton of inbound questions. Here are some answers to those questions with an explainer on the current DSL state of play…

 

DISCLAIMER: we are not lawyers nor are we regulatory experts. The above information is based on our best understanding from conversations with serious experts in the matter. Please do your own homework and don’t take the above for granted. If you’d like to talk to some real experts / consultants that can help manage risk, we’d be happy to make introductions. The above material is not legal advice, and is meant to be used only as a starting point for Infill Thinking members who should do their own research, come to their own conclusions, and create their own planning to manage this risk.

There’s a lot more to this story…

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Monday’s Trio Of E&P Shutdown Reports Would Be Shocking If We Weren’t Already So Desensitized To The Violence https://www.infillthinking.com/infill-thoughts/mondays-trio-of-ep-shutdown-reports-would-be-shocking-if-we-werent-already-so-desensitized-to-incredible-violence/ https://www.infillthinking.com/infill-thoughts/mondays-trio-of-ep-shutdown-reports-would-be-shocking-if-we-werent-already-so-desensitized-to-incredible-violence/#respond Tue, 05 May 2020 04:37:20 +0000 http://www.infillthinking.com/?p=29209 Everywhere you look… every report you read… everyone you talk to… it’s is all telling you the same thing these days. Things are mind-numbingly bad in the US oilfield. Far worse than even the most jaded cynics expected when this crisis began. Empty highways in the Permian. Yards full of idle equipment everywhere. Rigs stacking …

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Everywhere you look… every report you read… everyone you talk to… it’s is all telling you the same thing these days. Things are mind-numbingly bad in the US oilfield. Far worse than even the most jaded cynics expected when this crisis began.

Empty highways in the Permian. Yards full of idle equipment everywhere. Rigs stacking right on the wellsite and not even moving into the yard. An absolute bloodbath.

Pictures like this one taken by a brave friend flying into Midland yesterday or  that one circulating on social media this weekend tell the story better than words.

We are all becoming desensitized to the skull crushing brutality of this downturn. Few downturn datapoints have a high surprise quotient any more.

Armed with downturn context and low expectations, most Infill Thinking members will not find the following update shocking. A trio of E&P reports Monday contained three key themes:

There’s a lot more to this story…

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Heart Of Texas Railroad May Be Collateral Damage From The Brady Brown Shut Downs https://www.infillthinking.com/infill-thoughts/heart-of-texas-railroad-may-be-collateral-damage-from-the-brady-brown-shut-downs/ https://www.infillthinking.com/infill-thoughts/heart-of-texas-railroad-may-be-collateral-damage-from-the-brady-brown-shut-downs/#respond Thu, 31 Jan 2019 03:59:46 +0000 https://www.infillthinking.com/?p=25050 The future of a piece of short line track has been jeopardized by the switch to local sand. 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 …

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The future of a piece of short line track has been jeopardized by the switch to local sand.

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 at hello@infillthinking.com(Current members login here.)

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  • Exclusive research update newsletters
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