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Patrick McKenzie@patio11• about 2 years ago

I learned a bit about fracking today and even relative to my prior expectation holy cow does it sound like sorcery. As one example of many, how do you think they get information from bottom of the well to top of the well while drilling?

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Patrick McKenzie@patio11• about 2 years ago
Replying to @patio11

I assumed “Oh, you put a wire on the pipe going down and it connects to a computer close to the drill bit.” No, because wires break. Instead, you put effectively a modem down by the drill and it turns data into a “mud pulse” to *communicate via creating waves in the sediment.*

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Patrick McKenzie@patio11• about 2 years ago
Replying to @patio11

What *mad genius* came up with that idea that the correct way to get telemetry was clearly ~acoustically communicating it through emulsive slurry?

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Patrick McKenzie@patio11• about 2 years ago
Replying to @patio11

Furthermore since the drill is loud when in operation historically you have to stop drilling to do data transfer, though apparently a technical innovation that I didn’t understand allows you to acoustically insulate a side channel for data transfer without ceasing drilling.

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Patrick McKenzie@patio11• about 2 years ago
Replying to @patio11

This is pretty useful because the cost of drilling is about the same as a monthly B2B SaaS description except denominated in per minute.

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Patrick McKenzie@patio11• about 2 years ago
Replying to @patio11

Also interesting: the supply chain for drilling involves a ecosystem/symphony of approximately 50 extremely specialized vendors per site. One reason US leads to much in field is winners win w/r/t developing expertise throughout supply chain; percolates abroad very slowly.

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Patrick McKenzie@patio11• about 2 years ago
Replying to @patio11

One reason US apparently got early lead (which compounded via learning curves, ecosystemic growth, etc) was due to extremely quixotic American legal treatment of property rights, specifically mineral rights.

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Patrick McKenzie@patio11• about 2 years ago
Replying to @patio11

To oversimplify, in much of U.S. if you own a cornfield and it happens to be four kilometers above rich shale natural gas well congratulations now you own natural gas until you choose to alienate yourself from that. In much of rest of world, minerals default to gov’t.

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Patrick McKenzie@patio11• about 2 years ago
Replying to @patio11

And so doing first projects involving any amount of risk in countries X/Y/Z required convincing large bureaucracy to take tech and political risk. In U.S. it requires convincing one (1) farmer to take a check. Also creates organized local political pressure in favor of drilling.

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Patrick McKenzie@patio11• about 2 years ago
Replying to @patio11

Because, if your e.g. county won the geographic lottery, your landowning class (who have substantial political heft, always) have all just become very substantially richer *if and only if* polity can be convinced to allow fracking. So they organize to ensure that happens.

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pontil marx@thankyoudando• about 2 years ago
Replying to @patio11

@patio11 Ok ok hush now business boy. no more shilling for drilling, honey.

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