Tag Archives: ai

A data-driven look at one reason why the Mag 7 Has focused on Pecos County for new AI data center facilities in the powered land rush… 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 …

When Pecos AI booms, what happens to the rest of the oilfield? 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 …

GOR is quietly emerging as a catalyst for behind-the-meter (BTM) power generation, and could be a reshaping factor in basin economics for tight oil plays… 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 …

Pecos is becoming the next “Data Center Alley”… 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 …

Companies that historically optimized for speed-to-pad are now winning on speed-to-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, or your membership has expired, …

Two weeks after the big Permian Power Connection conference addressed Permian advantages for siting AI data centers, Chevron and Microsoft have just announced the biggest deal we’ve seen for a Permian data center yet and one of the biggest co-located nat gas power data center developments in the US… we …

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 …