Tag Archives: ai

Big news out of NY today that has to do with the Permian Basin… 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 …

Writing this report today reminds us of when we wrote this little report back in 2017 about the Permian’s very first in-basin sand mine. That was the start of the dune sand mine rush – a boom that saw 50 plants built over the next seven years. Are we now …

Tracking data center buzz in shale… 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 …

Takeaways from time well spent in Midland Texas this week at the big power conference. 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 …

An emerging trend focused on the data center buildout is blurring industry lines between: oilfield tech… … 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 …

With earnings season winding down, we were curious to take a look at the conversation in the L48 onshore oilfield about one of the hottest macro trends in the world today… There’s a lot more to this story… Login to see the full update…  To read this update and receive …

As more and more OFS firms eye the AI data center buildout as an opportunity for mobile power gen solutions, we wanted to highlight a unique play-by-play on the construction of a cutting-edge data center project. There’s a lot more to this story… Login to see the full update…  To …

This week, we gained a deeper understanding of how an OFS leader is thinking about power… 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, …

An interesting conversation was had on Liberty’s earnings conference call this week that is directly related to a recent Infill Thinking exclusive report. 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. …

On Thursday afternoon, we gathered some market intel from LinkedIn posts. One left us with more questions than answers, and one got us thinking about last mile logistics optimization and truck reduction. There’s a lot more to this story… Login to see the full update…  To read this update and …