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Tag Archives: ai

“PermiElon”? A Super Major Is Planning A WTX Hyperscale AI Data Center, But Cannot Say For Whom…

November 12, 2025 Infill Thoughts

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An In-Basin AI Data Center Lands In The Permian. This Could Change Everything…

October 17, 2025 Out Think, Thinking Ahead

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Shale Is Not Immune To The Data Center Hype…

October 7, 2025 Infill Thoughts

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10 Takeaways From This Week’s Permian Power Connection Conference

October 3, 2025 Infill Thoughts

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The Next Big Thing In Energy Speculation Is Blurring Industry Sector Lines [Project Watch List]

September 23, 2025 Quick Thoughts

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Data Center Buzz In Shale [Talking Points & Chart Of The Day]

March 3, 2025 Infill Thoughts

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Some Inside Baseball On Powering & Building The BIGGEST Data Centers

February 18, 2025 Infill Thoughts

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Patterson-UTI CEO Shares In-Depth Thoughts On Power Diversification Strategy

February 7, 2025 Infill Thoughts

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Liberty Responds (Indirectly) To A Peer’s Sweeping Supply Chain Reform With Their Own View On The Topic

October 28, 2020 Infill Thoughts

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A Cryptic Capacity Cliffhanger And Artificial Intelligence For The Last Mile [2 Must-See LinkedIn Posts]

June 1, 2018 Quick Thoughts

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TIMELINE

  • November 3, 2026

    EQT–Range: Measuring a Mega-Deal Against Nearly 300 M&A Transactions [Data Alert]

  • November 3, 2026

    Atlas Pulls Out Of Some Permian Sand RFPs As “Zombie Mines” Bid “Egregiously Low”

  • October 30, 2026

    Chevron Captures $100 Million YTD With New AI Tools

  • October 30, 2026

    Frac Prices Are Recovering, But 2 Culprits We’ve Been Calling Out Hit Results

  • October 30, 2026

    For The First Time In A While, Pressure Pumpers Are Plugging Spot Exposure As A Good Thing

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