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Welcome to Energy 101 with Julie McLelland and Jacob Stiller. Join us on our mission to help raise the world's energy IQ.
00:00:00:00 - 00:00:22:07
Unknown
Welcome back to energy 101. Today we have Tyler Wilson with 20 plus years of experience. He's currently working at Alter and you know this is actually a recommendation from Marshall who we had on for wireline. So you know got out midnight marketing. Yeah. Spread the love. You know if you know someone in the industry who can cover a topic, we have yet to get to.
00:00:22:09 - 00:00:45:05
Unknown
Don't be shy. But anyway, Tyler, why don't you tell us about what you do, and we'll kind of get into your background for this episode. So my name is Tyler Wilson. I'm the CEO for all tours solution. At the moment, we only have one solution, and that's lining production tubing with stainless steel liners. And really what it's doing is it's a barrier in between the carbon steel and the, well, atmosphere.
00:00:45:05 - 00:01:06:17
Unknown
So we're we're trying to eliminate corrosion, which is roughly a 4 to $500 million issue for fatigue. Like how about like per project or like per rig. Would that cost in corrosion? I mean, I don't know what that acronym at the OT is. The pipe market. This is a production pipe market. So you look at a typical well, you know, you could have 10,000.
00:01:06:17 - 00:01:30:21
Unknown
We'll call it 500ft to 10,000ft of pipe in the ground. And that's, you know, production pipe. We're not talking casing, which you know, is 20, 20, 2000 plus of casing in the ground in the wellbore. I have so many questions. But first, let's talk about your background. You said you were a roughneck. Yeah. So you started out in 99 during throwing tongs?
00:01:30:23 - 00:01:52:04
Unknown
Yes. Actually. So I, I had, you know, I had a good family, you know, issues like that and got forced the oilfield. I went to college, I got kicked out. I ended up instead of a finance degree, got a level two ski instructors license in Canada. And then, that didn't work out too well on my college career.
00:01:52:04 - 00:02:20:03
Unknown
So when I got home, my mom's like, what are you going to do? So I was like, oh, yeah, that's a good question. So I fled the country. I moved to Australia for two years working on AG Exchange. Wow. So got in with a really nice family and custom combine for two years. And then, I was coming home and I remember being in Brisbane, Australia, coming back, and I'm like, what am I going to do?
00:02:20:05 - 00:02:39:20
Unknown
And my brothers and my cousins were all in the oil field. So they're like, hey, we need a roughneck on this rig. And I was like, okay, got it. Are you from Calgary? South in Calgary. Actually grew up about what would it be? 15 miles from the Montana border. Okay. Tiny town. Oh, wait. 500 people I can name a city down there.
00:02:39:20 - 00:03:01:09
Unknown
Is that, Fernie, the Furness West. And that's in British Columbia. I'm in Alberta. Okay. Oh, Alberta. Oh, okay. So the midland of Canada. Yeah. I guess well where I grew up is very similar to Midland. Yes. Okay. Okay. But you're close to the Rockies so it's beautiful over there. Right. It was a the trip to go to the Rockies.
00:03:01:10 - 00:03:27:10
Unknown
Yeah. They're not on the horizon. No no no where I live okay I lived in southern Alberta. So you roughneck in Alberta, where it was freezing cold and you were frozen all the time? Yeah, but you get used to it, you know, there's tricks and stuff like that. Like, I remember working Derek and, you know, before you went up the stick, you get sprayed with the pressure washer because then your cover, oh my freeze up and you get less cold.
00:03:27:14 - 00:03:51:06
Unknown
Yeah. Because the wind doesn't go through. It's kind of like a wetsuit. That's how a wetsuit kind of works. But the opposite crazy. The Canadian wetsuit. The funny thing is, I never had insulated coveralls till I came to the US. Oh my gosh, where did you work in the USA? You know, just so I fast forward to when I migrated down here, I went to work for, I was working for a company called Tesco in Canada.
00:03:51:07 - 00:04:13:14
Unknown
And so I just kind of rotated down to the US, moved to Grand Junction, Colorado, and. Yeah, just I just never had insulated coveralls. And then I just went out to the field because I was managing at this time, but they needed help. So yeah, I got out and it felt colder here. Really? That's crazy. How long did you how long were you on the rigs in Alberta?
00:04:13:16 - 00:04:32:21
Unknown
About six and a half years. Wow. That's a long time to be. Did you work your way? All the way up to. It wasn't that bad. That was a bit long from the beginning. Yeah, but. Right. And I worked my way up to drilling and. Yeah, really? Like. So the next transition was really going to Tesco and that's.
00:04:32:21 - 00:04:52:22
Unknown
And then I spent 20 plus years with Tesco. Okay. So that transition I was drilling and this was like early stages of like directional or not directional drilling, drilling with casing. So like I was there and I was like watching these Tesco guys, these Tesco casing drillers and I'm like, they don't do anything. They make more money than I do.
00:04:52:22 - 00:05:11:06
Unknown
And they hang out in that shack all day and they don't have to do a rig move at -50. So. Right. So I was like, I'm going to apply there. And they hired me. So that's awesome. So I don't know if the good competition was weak or what, but I got the job and and then just kind of worked my way up there.
00:05:11:06 - 00:05:30:23
Unknown
I kind of went over to there. It was hired in on their top drive side and then went over to their casing running side and really just kind of built my career off of that side and worked my way up from the field into the office. And then at one point I managed all of Canada, and then I came to the US about housing bubble crash.
00:05:30:23 - 00:06:05:09
Unknown
That 2008 kind of deal moved to Grand Junction. And then I spent two years just right sizing locations. Horrible job to do that, because, you know, you're pretty much just letting people go, right. And trying to get it back to profitability, where you can rebuild and use it as a launch board to go forward. And then just kind of, you know, Grand Junction then got me Fort Worth location, and then that got me South Texas location and then ended up I was the director of Tubular services for Tesco.
00:06:05:09 - 00:06:25:18
Unknown
So I think a 9 to 10 locations US in Canada. This a North American director. That's awesome. And you lived in Houston? Yeah. And you live in Houston now? Yeah. Okay, I so I did a brief 45 day stop in Fort Worth, bought a house and everything. Oh my gosh. Wait, why? I had a one month old baby.
00:06:25:19 - 00:06:43:19
Unknown
That my wife was from Grand Junction to. So we moved down. That's crazy. But, yeah, it was just, my boss was got pegged to go to the, the Far East Asia, and they're like, hey, we want you to come to Houston. I thought they were kidding. I was like, oh, whatever. Oh, no. Next day you're like, I just bought our house.
00:06:43:21 - 00:06:50:01
Unknown
H.R. calls me. He's like, hey, what about that talk we had yesterday? And I was like, I, you're getting.
00:06:50:03 - 00:07:18:07
Unknown
That's crazy. Transitioning into outerwear. So all of that experience kind of led you here. True. To fix corrosion. Yeah. And really I was on your side of the table when I started this venture with all tours. I didn't know what it was either. Headhunter came to me and, you know, initially asked me if I wanted to do a sales job, and I was like, sure.
00:07:18:09 - 00:07:35:13
Unknown
And I gave X, y, Z. And she was like, whoa, that's quite a bit you want. I was like, yeah, I got a career path, right? And she's like, well, would you mind the kind? Do you send me your resume? I wanted to send it over. And then she's like, do you want to apply for the SEO job?
00:07:35:13 - 00:08:02:19
Unknown
And I was like, sure, why not? And maybe again, back to competition, but here I am. So no. And it's been a great journey. My investors are amazing. How long have you been there now? So I've been there since April 24th. Okay. So company was founded in 21. You know, took a little bit to get the shop set up and that we're just down by Bush into International Airport just five minutes from there.
00:08:02:19 - 00:08:23:18
Unknown
Actually, it took a little bit to get set up and we have very unique equipment. So I guess maybe we get to that. Let's get into it. So essentially what we do is we, we build stainless steel tubes out of coils, and then we just insert them into the pipe by hand. And then we have a patented forming and rolling process.
00:08:23:22 - 00:08:41:10
Unknown
So machine patent and process pattern where we just roll this out into the body of the tubing. So at that point there's a mechanical bond. It's not coming out. It's not moving and it's protecting that ID. Like if you want to take a look at that, that'll show you that like the inside of it is lined with this stainless steel.
00:08:41:11 - 00:09:07:00
Unknown
Oh so this is like the inside of the pipe is like corroding. And it's. So that is actually what physical production that is physical production tubing. That's a live sample. So that's what pipe looks like. And that's actually in pretty good condition the outside of it. But if you think about it being in a well with chloride, CO2, H2 as it really attacks the carbon steel and then eventually you'll get holes in it.
00:09:07:01 - 00:09:27:10
Unknown
So really our value proposition is overall cost of ownership. We want that tubing to stand in the ground for is physically as long as possible. Again one customer come back me in and he kind of did the math on it and he's like, so if I avoid one shutdown on my well to pull production tubing, I can pay for this.
00:09:27:15 - 00:09:56:14
Unknown
I was like, yeah, exactly. Okay. So how it worked before, before y'all's, technology came out, they would have to take it completely out and then go back in and either run new stuff in or there's other things on the market. Gray liners. There's IPC like internal pipe coating that's sprayed in there. So it's a it's just a different barrier to, you know, covering up that carbon steel to make it last longer.
00:09:56:16 - 00:10:17:21
Unknown
And there's so y'all that piece is as long as the pipe. Yeah. It's the whole one. Yeah. It'll be like 32.5ft long. And you just put it in. Yeah, we do it sideways though. Well we, I have had customers like can you do it like, well the well and the wall. You can't do that. No we can't do that.
00:10:17:23 - 00:10:41:09
Unknown
So you have to take it out. Yes okay okay okay. So it would be during when you had a failure say or maybe, you know preempt is this during production. Yeah. Or like during not during drilling. It's not like drilling is done. Completions is done. This is like production issues okay. Right. Because as wells go through their life cycles, the environments change.
00:10:41:11 - 00:11:00:15
Unknown
So, you know, at one time it was probably pretty good. You know, flow rates were good. Everything like that. And then just after time they get more corrosive. So and then it starts attacking the tubing. Gotcha. So they have to basically stop production. And when I'm just going to ask a question about production, how do they stop production.
00:11:00:15 - 00:11:17:10
Unknown
Like how do you just like stop? Well, if it's depends on what kind of lift system you okay. Artificial lift. Like you can, you know, just lift plunger lift. You just stop. Right. Like you see the pump track going. Yeah, shut it off. Okay. Right now it's stationary. Pull those rods out and then you can go ahead and pull the production.
00:11:17:10 - 00:11:39:09
Unknown
Okay. And then y'all have to work pretty fast so they can get back on line. Well that would be the perfect world, right. But even across the board it's some preplanning for it too. They know which are their bad actors and which ones are going to have issues typically. So they'll stock up. Okay. You know like you look at 13 chrome market.
00:11:39:09 - 00:12:01:08
Unknown
So chrome tubing is the next, you know, one of the I would say the next best thing to this through my testing in that I feel like stainless beats it but once again gets went to the difference. It's it's has chrome in the pipe so the chrome stops the corrosion okay. Well it slows it down. This slows it down.
00:12:01:08 - 00:12:24:02
Unknown
Eventually it will grow too. Okay. But I'm saying you can't beat Mother Nature. No. Yeah pretty much you're 100% right. But yeah, firm testing and you know, my sales team is sick of hearing me do this presentation and be like, we're cycle rich, sample poor. So we have lots of pipe in the ground right now, but nobody's had a need to pull it, which is great.
00:12:24:02 - 00:12:44:23
Unknown
I'm super happy for my customers, but for me to like, write a white paper or something way like, I can't actually get the physical material loss reports from the. How long has the technology been like you went there in 2024? About how long have they been so founded in 2021? 2023 was when we put our first strings in the ground.
00:12:45:00 - 00:13:05:18
Unknown
Okay, for some majors too. So it wasn't just mom and Pop. Yeah, that's we just pounded it in the dirt behind our shop. It actually went into some wells. So like we have some test cases right now where, you know, success was one month and we're at two years, you know, another for a major, it was 6 to 8 months was success.
00:13:05:18 - 00:13:30:12
Unknown
And we're, what is Courtney say last she said it I think last time I checked with her at 435 days, and that's still counting. That was a month and a half. Wow. So it's it's it is working. How long does it normally like how long do you normally have to like. What does that comparable to and regular pipe you haven't consider.
00:13:30:14 - 00:13:54:07
Unknown
Yeah I don't know if I'm saying the right words. Best way. One of our investors put it to me. Who's the patent holder? Alexi. He put it to me because I was having the same thing when I first came. I'm like, I need time, right? Tell me, how long is it? Seven days. Two minutes? What is? And really, you can't set a specific time to it because all well, environments are different, right.
00:13:54:12 - 00:14:18:23
Unknown
So the best way he explained it to me is take bare carbon steel that's has a one life cycle. You know, you put some additives, chemical treatments, stuff like that. I don't know, maybe get three, 4 or 5 x. What we're saying is you'll get 10 to 15 x out of this okay. From what what we're testing and what we're seeing in the research from stainless steel, that's awesome.
00:14:19:01 - 00:14:35:04
Unknown
I think we need to take a step back and literally explain how, like, the, tubing process works. I mean, you go to any drilling rig and they have, like, a bed of them laying down, right? I think there's even, like, got a scene in Land Man where someone standing on my fucking. Oh, I'm like the Gray's Anatomy scene.
00:14:35:04 - 00:14:57:08
Unknown
Yeah. Like, when is kid takes over. Yeah. They're running tubing. Yeah. Right. So that's a those are tubes. That's what you, that's what this is right. Yeah. And then just to really like break it down, it just maybe if you can sum it up quickly is like, so what is the process of these being late laying down on the site, going to the drilling rig and being put down just to explain to people who are out of the industry.
00:14:57:10 - 00:15:24:23
Unknown
Fair enough. So casing and tubing is essentially the same thing. Just one stops at a certain diameter and the other one starts. So really, yes, you'll take should say your average well is 10,000ft. Divide that by 32ft. That's because of what your average will be. So yeah you'll have a couple hundred of them on a rack. You'll roll it onto the catwalk, sling it up, pull up the rig for clothes, the elevators around it.
00:15:25:01 - 00:15:44:06
Unknown
Then the driller takes over, picks it up. It goes over well center. It's stabbed into that joint. If if there is a joint there or if it's the first joint, run it through the table and then you take the next one and you just repeat that so you'll stab it in. They'll put power tongs on it and it'll spin it up to the desired torque, whatever the optimum torque is.
00:15:44:08 - 00:16:03:15
Unknown
Pentagon weight grade that all changes. But so he'll spin it up. Driller will pick up out of the slips, run that joint the whole set slips, grab another joint and it's just rinse and repeat. Yeah, I have footage of this I just captured in Midland like half a year ago now, so I can just play it through. But I mean, that's the whole reason the rig looks like that.
00:16:03:15 - 00:16:20:17
Unknown
It's all meant to stand these pipes up and put them down a hole. And there's a guy up there who's, like, handling it. It's it's really crazy and kind of satisfying. Like I said, it's like it's like repetitive. It's like a very satisfying loop. And and you mentioned like earlier like he is roughneck in 99 and he's talking about these clamps.
00:16:20:17 - 00:16:38:19
Unknown
Like they didn't have that. They're literally like using their bare hands, losing fingers, throwing chains as they say. Right. A cat head and spinning chain. Yeah. Okay. Yeah. I have roped casing in because the tools I brought to location didn't work off of a cat head. So no, there's numerous ways to do it. Good thing they don't do it anymore.
00:16:38:19 - 00:17:00:10
Unknown
Yeah. So they can't. Do they do that anymore like. Oh well most of it don't. They do somewhere at some point this is this is where I always say I can roughneck. Now you look on LinkedIn and that picture always pops up if somebody's wearing a ball cap and that and, you know, this safety world jumps in and how is how is safety?
00:17:00:12 - 00:17:17:05
Unknown
This is off topic, but how is safety? When you were rough necking, did you all have to wear. Well, it was cold there, but in the summer did you wear coveralls or do you like was there any say the name of the company so you're free to do, you're free to speak. To be honest, my first set of coveralls I got from a grain elevator at my hometown.
00:17:17:07 - 00:17:39:21
Unknown
So? So, yeah. No, it wasn't like pro band coveralls. We did transition into those, but. Yeah. No, like summer, no offers. I wore steel toed boots, jeans, and whoever was giving out t shirts when you bought a case of beer that that was your rig uniform one time. Funny story. Had a company man kind of getting on to us.
00:17:39:21 - 00:17:59:08
Unknown
He's like, God, you guys are dirty. Can't you guys clean up? Clean your clothes in that like we're covered piped over brand. You know, anywhere. That same pair bands from yesterday. So we went to the goodwill and bought suits. So the next morning when he came out, we're all installing rust naked suit. That's awesome. I wish we had a picture that is both amazing.
00:17:59:08 - 00:18:26:13
Unknown
We need to have an eye generated image of, yeah, yeah, this is great. Great use case. He just shook his head, went back to his shirt. Oh, there he is. So now the safety standards definitely have improved, right? For the better for sure. It was it was just a little seam different. Like a lot of people, I don't know, I'm probably going to upset, like, three quarters of the older generation.
00:18:26:16 - 00:18:59:21
Unknown
Please do. We love that. The way I look at it, and I've gotten the pleasure to, you know, work with neighbors and H and P also like H and P experience was amazing. But, you know, you look at the processes now compared to like when I was rough necking working floors like we didn't have PDC bits. So Tricon bits, you know, you had time to go smoke a cigar at the end of the catwalk and, you know, do some other stuff, scrub like maybe there's I had a rig manager put it to me once, like maybe it was probably only eight years ago.
00:18:59:21 - 00:19:19:21
Unknown
He's like, yeah, we just had more camaraderie at that point because we did kind of get to play around in some, well, probably too much. But now you look at it in efficiencies on these wells, like they're turning a drilling rig into almost like a service rig application. Right. Or it's just tripping pipe all day because they drill so fast.
00:19:19:22 - 00:19:38:14
Unknown
Yeah. So yeah, I remember when like I wanted to start a union, you know roughnecks against PDC because I was like I can't even finish a cig anymore. Yeah. I mean yeah the whole, the whole basically just like from poking a hole to finishing was like almost a month and now it's like two weeks, less than two weeks.
00:19:38:16 - 00:19:56:15
Unknown
So that's kind of what you're saying. I mean, over half the time gone in a couple decades. Yeah. I remember like drilling wells in there along the Rockies and Alberta. And those were three, three and a half month holes, like without moving. Wow. Like, if you made a connection in a day, you were doing pretty good at some.
00:19:56:17 - 00:20:19:07
Unknown
But now. No, it's it's amazing what the technology has done. It is really cool. Yeah. Let's go. Let's go back to you. You did a great explanation. Just run it there really quickly. It's just you know just for the people who think you're stabbing a straw to the ground and sucking it up. Like just for those people who think that but I, I wanted to just ask what's up with the, measurements of the tubes?
00:20:19:07 - 00:20:39:10
Unknown
They're 32ft. You said he will. He decided that. So? So new pipe. Why? Kind of considered 32.5ft would be a new piece of production to be done. That's what we average when we tally it. So. But then you'll get, you know, if the tubing is not totally worn out, it'll get cut down. They'll recut it. So that's one thing we can do.
00:20:39:10 - 00:21:03:15
Unknown
Also is it doesn't have to be a brand new tube to install this in. We can do it new and used. And actually probably 60% of our customer base utilizes their use tubing. Like I was talking to a customer in Denver a couple weeks ago, and they have a pretty robust, panda plan. And like, I can't remember exactly how many wells, but 500 plus wells.
00:21:03:15 - 00:21:23:03
Unknown
So you think you're going to plug in, abandon those wells, you're going to pull all that tubing out. So let's I don't know, say 5000 to 10,000ft of tubing per. Well, that what are you going to do with it now we'll throw this in. It's it's not brand new but it's almost new. So they do recycle it. They, they, we use those pipe those tubes nilly reuse them.
00:21:23:04 - 00:21:42:20
Unknown
You know, depending on how many thread cuts they can get out of it and stuff like that. Yeah. And then what the wall thickness is, because you think about it flowing well there's always going to be erosion. So the wall thickness is going to get less and less and less. Same with drill pipe two. So at that point you got to consider like what's your tensile strength going to take.
00:21:42:20 - 00:21:58:12
Unknown
How much torque can I put in this pipe. Well is it going to bend right. Stuff like that. So no a lot of companies do have like what band they stop at. Yeah. I mean we moved offices half a year ago and it's like I had to take down all these frames. I'm not going to take the screws out and keep them.
00:21:58:12 - 00:22:24:12
Unknown
I'm going to use a new screw. But these these things cost $0.05 apiece. Yeah, yeah. Is that kind of the mindset on a large scale when it comes to these these tubes. Yeah. You know you're looking at a range from call it $4 to $10 a foot is kind of what that range is. So yes, they're looking at it when they got, you know, you can go to West Texas and like fly in.
00:22:24:12 - 00:22:43:10
Unknown
I can't remember, what coding company it is right by the airport, but they got like 88 acres of pipe out there. So there's a ton of pipe. Yeah. And then you look at places like Alaska. Well, that pipes landlocked. They're never going to ship it back here to, to do anything with it. Right. It's just not worth it.
00:22:43:10 - 00:23:03:10
Unknown
So yeah, there is a lot of recycling on the tubing side. And then it finally won on while losses too much goes to structural stuff. Wrapping up my thought. Back to the 32ft. I mean, what's like a the pipe dream, literally like, why don't we just stick like 200ft pipes in the ground? Why 32? It's a great question.
00:23:03:14 - 00:23:22:02
Unknown
A lot of it. And to be honest, I didn't know this until one of my well, it was my boss, went to work for a casing provider. Right. And you can't. If you think about it, the longest you're going to get, it's like 45ft. If tubing for some reason is only pretty much range, two is what they call it.
00:23:22:02 - 00:23:38:18
Unknown
So that would be that 32.5. And yeah it's a little bit on Derrick height. So think of like load limits on driving stuff down the road. Oh yeah. Like a train is one thing right. You can get probably a lot longer piece on a train. And then of course the the mills and stuff like that. They're set up for these sizes.
00:23:39:00 - 00:23:58:05
Unknown
So we're kind of stuck there. But yeah why can't you do a 60 footer. You need a permit. You can. Yeah. No no no I'm teaching those trucks to it like the wind turbine where like the literal like bridge. And those are like 100ft. And you hate seeing that because they're usually stopping the traffic with, like, a convoy.
00:23:58:05 - 00:24:19:01
Unknown
So. Okay, the Larry makes there isn't nearly as many services there as wells. Do you think about that? Like, you know, in various well, look up like I was blown away the first time. I like looked it up as like, Holy cow, can we dive in a little bit more into the difference between casing and tubing? Like when would you use one over the other?
00:24:19:01 - 00:24:46:19
Unknown
And which ones like first? What? Can you use them both together? No. So casing typically won't start till like 4.5in and higher. So diameter. Yeah okay. So if you take so you'll, they'll run like a 13, 3/8, you know, maybe 2 to 500ft. Then they'll do two nine and 5/8. And then probably their final string, there will be a five and a half, you know, out to whatever, 22,000ft.
00:24:46:21 - 00:25:05:12
Unknown
So then that'll get those are all get cemented in their sections right as you go. You'll do the 13 3/8, cement it, run your new tools and you'll drill out your nine five, get through your curves and stuff like that, cement that, and then you'll go in for what they call on a on the drilling side would be like production casing, which would be like a five.
00:25:05:14 - 00:25:27:03
Unknown
Most typical five, five and a half, maybe just split string five inch. And then they'll run that right to bottom. So and then they'll cement that. Then you go in. If completions comes in for accent it starts producing. And then you know or and then running tubing. So then you're not going to run tubing all the way to the bottom of the well.
00:25:27:05 - 00:25:50:04
Unknown
So you know, you think of that curve, you know, maybe to somewhere in that curve area is where you'll land, okay. You're going to get liquid or gas or whatever. To that point. I never thought of that go up. Yeah, I know, I mean, I guess I assumed like at least horizontal drilling. You're not like literally bending the tube down there, but like, well, technically you are bending it.
00:25:50:06 - 00:26:11:02
Unknown
Okay. Well, I meant like, I did think it, like, went all the way to the end, but it doesn't the tube do, the production tubing doesn't. But that five and a half casing. Yes the casing does. Yeah. Wherever their target mark mark is. So. Yes. So yeah it does have somewhat of flexibility, especially if you got, you know, you got 10,000ft before you get to that curve.
00:26:11:02 - 00:26:32:11
Unknown
And it's not like you're turning right down the street. That's what I picture. You think of a big overpass now. Yeah. We've seen those like 2D animation so many times you just you it's so dumbed down in your head. But it's all it is. Yeah. Complex. And I think my own animations by way. Yeah. You've created this. Sorry.
00:26:32:13 - 00:26:55:06
Unknown
Do you use cement tubing? Yeah. No. You do that tool thing that. Yeah. Melds it well yeah. Okay. It'll be set in a hangar. Okay. Packers and hangers. It depends on really what their what their call call out is on kind of what that scenario looks like. There's a few different ones. I'm no expert on it by any means.
00:26:55:06 - 00:27:14:11
Unknown
So I'd prefer to not. But it doesn't just float there okay okay okay. And you know sometimes it's putting tension to. So. Got it. Yeah. When I hear casing I think of cement tubing though, right. I've never even thought about the difference between casing and tubing. I hear them both all the time, but I've never thought about really the transition points like that.
00:27:14:11 - 00:27:36:23
Unknown
Four and a half. There's A44 and a half. There's a four and a half tubing. And then, like our common for North America would be two and 3/8, two and 7/8, three and a half for now. Yeah. Well, if only there was a podcast to explain it all. You know, let's get into the product. You know, why why are these companies spraying or lining their tubes?
00:27:36:23 - 00:27:57:14
Unknown
What's the difference? A to an inside or outside? What is the outside exposed to the inside exposed to. So I want to be clear on that too. So I can only do it corrosion. There's definitely products for odd corrosion also that's you know a spray on product. There's numerous things. There's one that looks like pretty much gravel glued to the to the tubing.
00:27:57:16 - 00:28:22:12
Unknown
And they're very effective products. Two ideas inside. Yeah. Inside what what is it inside. Diameter. Diameter inside. It's inside that there's a whole industry up that spray that do that potentially. It's that same person that does it. Odd also. Okay. So in like if it's a spray on deal I could quite see them all doing it. If they're capable doing inside they should be capable of doing outside.
00:28:22:14 - 00:28:47:17
Unknown
What's so you're if you're purchasing this to, you know, prevent corrosion is what's more, exposed inside or outside. It depends on the production flow. Okay. So if you take a lot of new wells, predominantly. Well, I would say, yeah, a large portion of the new wells that come online or annular production. So that's actually producing up the outside of the tubing.
00:28:47:21 - 00:29:13:04
Unknown
So at that point, the inside is just kind of sitting there stagnant. So not a lot of turbulent flows. So the erosions aren't very bad. But at a certain point, one of the majors I was meeting with, like I was asking like, so is there like a standard deal on when you switch over? So, yes, when they start seeing call it flow losses and stuff like that, and they actually need to manipulate that and help that, then they'll switch to it production.
00:29:13:04 - 00:29:40:22
Unknown
So there okay. This is going to be a stupid question. There. There's okay. You have your well there's pipe that lines the well. And then you have your casing but or your tubing. So casing first this is the outside. Yes. Okay. Casings outside. So you have your pipe, your casing. Now are you talking like drill pipe. Your drill I don't I'm trying to lay down drill pipe to run on the racking back drill pipe to run casing.
00:29:40:22 - 00:30:02:10
Unknown
Right. So you've drilled the well. Now you're going to pull that drill pipe out, rack it back, or lay it down pending if it's last. Well, yeah, I guess this is what I'm trying to understand. How it can flow on the outside of the tubing. There's room because there's the well is lined with a. Let me help you there.
00:30:02:12 - 00:30:22:00
Unknown
I'm like, how is it not going into the world? Right. So granular production if you think about it this is two and 7/8 okay. Right. So the odds of it's two and 7/8. And if you can do the quick math for me you got five and a half casing. So you know you have that space that's in between it.
00:30:22:00 - 00:30:40:13
Unknown
Right. It's like similar to even this. Yeah. Much space right. But it would be like that okay. So you do have room to come up the side. Got it quick and corrode the inside of a pipe. If like the oil is coming through like I like, I would assume like a million year old crude oil isn't doing much to this stainless steel.
00:30:40:14 - 00:31:03:12
Unknown
The chemical properties in that right to CO2 oxygen is a huge hit or two chlorides. So it's those things, you know, as they get worse and worse, they corrode worse. And worse. So, you know, even if it's on the surface, it could have the same environment is down hole. It's just we specialize on the downhole side and we can't go large enough to do a lot of the surface side.
00:31:03:15 - 00:31:33:13
Unknown
Yeah. Did you have to learn a lot about chemicals these byproducts us obviously is like the the killer, the metal eater, the people eater when you go I personally didn't I got people that are very smart that back me up for sure. Like if we, you know, if we have a customer of interest, I try to get their well, environment and what the chemical composition looks like, and then I'll kick it to my engineering team because we have three different, blends.
00:31:33:15 - 00:31:57:09
Unknown
I guess you could call it a stainless steel. So we've named him, 5000. 7000 and, Pro series. So what they do is like, the 5000, probably the bottom end, the the 7000 is what would be the mid-range because we got a Pro Series. But they kind of take care of different things like this.
00:31:57:11 - 00:32:17:17
Unknown
The 7000 would be good for high to us, whereas the the 5000 might not be as good for it. You know, just kind of depends what that makeup is, what the downhole temps look like. Because once you see that full environment, it'll kind of direct you to like what nickel Mali content you need. That's what's in stainless steel.
00:32:17:19 - 00:32:40:13
Unknown
So yeah, it has various, call it, concentrations of nickel and Mali that will affect how they react to different environments and how we thought of what stainless steel was in there until April 24th, and neither did I. You know, I just thought it was like, okay, at a lot of hospitals and stuff like that. Kitchens, you always hear about these metals and it's like you forget what you're doing is like a just like a pure element.
00:32:40:13 - 00:33:01:03
Unknown
What's that like? Titanium is like a mixture of something. Steel is a mixture or something. Copper is copper. Right. So like I was, I was getting a little mixed up with that. Let's talk about the shop that y'all work and y'all, y'all create and line everything with. What does it look like? You would be bored. They warehouse it.
00:33:01:04 - 00:33:22:06
Unknown
Yeah. It's, what are your 70 by 500ft long? It's a pretty cool facility. But, like, I came from, like, that drilling side of it where, you know, if it's not loud, it doesn't work. Stuff like that. Like you can see some automation going in. It's not as loud as the other systems. So they're like, it's not that fast.
00:33:22:06 - 00:33:51:00
Unknown
Will you come in there? The loudest thing I got is an air compressor, and I got a really high end air compressor that's super quiet. So, yeah, like you PPB wise, you don't need hearing protection. You know, I don't have cranes going overhead. And then our machines are very automated too. So other than manipulation of, like, I look at it, the people on my floor, granted, you know, there's more to it than the job than what I'm going to explain for sure.
00:33:51:02 - 00:34:17:05
Unknown
But I look at there's, like, loading a gun is what they're doing. So they're taking pipe, rolling it to a certain reference point, and then the hits start the machine takes over. So there's not a lot of physical labor. Like I could be ruining the labor force. I mean, this stuff so cool though. I mean, these are viral videos online of like, CNC machines cutting metal, and they're cutting through it like butter or like the compressor is like smashing the candles and shit.
00:34:17:05 - 00:34:38:07
Unknown
Like a do you have machines like that that are like doing these very satisfying things? No, that's why I say it's boring. Damn. Like you, you'll be like, I've had customers like, okay, we're going through the door, we're going to see the chocolate factory. That and and then they're like, oh, okay, I'm here. Yeah, it's super cool. No chocolate, but only on bloopers.
00:34:38:09 - 00:34:58:02
Unknown
The process is really automated. And we're going to go a couple steps further on. Just kind of pipe delivery within the shop, you know, ultimate. Ultimately I'd like to have the forklift not ever have to come in the shop. Right. And then it's, you know, pipe where it needs to be at precision times. So it's a lot of precise movements to make it work.
00:34:58:04 - 00:35:21:01
Unknown
Well, one of my last questions is about location. So you drive around Houston. You see with these warehouses everywhere, sometimes they have like their sheds open and you just see like giant machines. You always see these pipes and not just like tubing for oil and gas, but I always see just like giant tubes and everywhere yards, it's like, so Houston, we have no zoning laws, so you can literally live right next to one.
00:35:21:03 - 00:35:40:19
Unknown
There's an apartment complex in the middle, and you know, and I love it. I'm charmed by Houston's ugliness. But, obviously it'd be easier and better if you were right next to the, you know, in Midland. Like, I don't see it like so, but they're all a lot of these guys are in Houston. Like, why are they in Houston and making a trip out to the field?
00:35:40:19 - 00:36:02:13
Unknown
Is it worth it? Why aren't they closer? Something like so a lot of it is where does the tubing come from? Right. So we don't produce most of it like it's coming from other places. So it's getting, you know, boated in and stuff like that. So we're reporting here. So if you look at new product is definitely this is where to be right.
00:36:02:15 - 00:36:25:15
Unknown
When you look at used yes you're going to want to be closer to Midland, you know Williston, North Dakota, wherever that might be. But and that's actually what we're looking at. So we do have additional we call in VM machines or forming machines I have additional machines already built. So scalability for me to jump into a midland market is not a problem.
00:36:25:17 - 00:36:48:20
Unknown
I'm just would like to tow on to somebody to bring me in. Right. So you're currently not in Midland? No, but we have pipe in the ground Midland. So we're working on being closer to the market okay. Which is ultimately it'll help the end user. Yeah. So timing and cost. Yeah. But yeah I wouldn't be surprised if we're there by Q3 next year.
00:36:49:01 - 00:37:07:14
Unknown
Awesome. Yeah. It seems like the perfect setup for these companies is to have, you know, live in a port city to build the new stuff and then live on, like, you know, you said Wells and Midland and have like branches for the used stuff and just really captured a market yourself. So actually there are a lot of y'all's like clients right now.
00:37:07:16 - 00:37:30:04
Unknown
So we're kind of spread out really only basin we're not in is in the northeast. So, I got testing going on in Alaska right now. You know, the majority of our customers, if you want to do a total count, would be West Texas. We do Anadarko Basin, Oklahoma, East Texas. We got a test case going on there.
00:37:30:06 - 00:37:51:00
Unknown
Trying to work into a south Texas one as we speak. But, you know, the customer list keeps growing, which is great. Yeah. And, you know, I guess my biggest milestone when we were we're discussing milestones, actually, is midnight marketing because they're they they're my marketing group. They're awesome to shout out. We love them. And they do such a great job.
00:37:51:02 - 00:38:13:10
Unknown
So we're discussing milestones. And really, to me, the milestone that sticks to me the most is that repeat customer like I can convince. Like I feel like I'm a pretty good salesperson by nature. Like I convince you to do it once, but how am I going to get you to do it twice? Doesn't work. So yeah, that repeat business definitely is a milestone that I track, right?
00:38:13:10 - 00:38:35:04
Unknown
And then how we're turning some of these other customers into repeat orders also. And that's just based off of if they have more wells and if they have more corrosion. Because if they only have like one that's corroded. Yeah. Obviously it definitely isn't every Wells solution. It's just a make sense. But there's there's a lot of corrosion out there.
00:38:35:06 - 00:38:52:22
Unknown
Like it would be more than what one thinks. Yeah sure. Okay. Anything else before we wrap it up? I don't think so. Any more roughneck questions you get, bring it back into that. Oh, I love roughneck questions for you. Your guys's next podcast. I'll hook you up with a guy, but you got to do one on casing crews.
00:38:53:00 - 00:39:17:08
Unknown
Yes, yes. So should do that. You want to hear some stories like get I'll get you a guy for sure. Because like when I was the director of that, like you get a call at like two in the morning and, and you know, the first thing you hear is you got to hear this, right. And a lot of people will be like, you guys probably get it all the time because you do a podcast on new stuff.
00:39:17:10 - 00:39:34:12
Unknown
But I'm like, here's what I'm pretty much I think I've heard it all, but no, it's a totally new way to screw stuff up. And like, you'll be amazed what some people can do. I just want to hear, yeah, we need to do a podcast on like horror stories. It's tell us what not like real not like really bad things.
00:39:34:12 - 00:39:55:19
Unknown
Just like what's gone down hole and mess everything up. That's funny. Not tragedy, just stupidity. There you go. Yeah. Pretty tragedy. Yep, yep. Like I had a guy who was in the field with. This is kind of a good one, but brutal to be there. So no horror story. But consider, you know, you just pulled 20,000ft of pipe, tripped it out of the hole.
00:39:55:21 - 00:40:13:22
Unknown
Now you're running back in, you got just about everything back in the hole, and you dropped the dope brush down the center of the pipe and you got to go in and pull all the pipe out to get the dope. That's like that little stick with all right. How do you like you? Just you like. Honestly, my I feel like it'd be easy.
00:40:13:22 - 00:40:31:17
Unknown
I'd be freaking out about that. There's a little ring on it now. Oh, no. On the pipe. It's a simple. They grab it and just like, do to do and then that's it. Like, how do you just like actually drop it and it is intrusive. But then like, there might have been one stand left in the Derrick, like, he might have been his last day.
00:40:31:22 - 00:40:42:13
Unknown
Everyone hated him for that. Yeah. Wow. That's incredible. All right, well, that's about it. Tyler, thanks for coming on. I appreciate you having me. Thank you. This is fun.