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 …
Read More »Worth A Mention… Exxon’s Innovation, Chevron’s Capex Cut, A New Pressure Pumper, People Moves, Driverless Loads, Stuck On A Roller Coaster, Fast Frac’ing & More…
Several quick hits of note if you work in the L48 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 …
Read More »Worth A Mention… A Canadian Frac First, Behind-The-Curtain Behind-The-Meter M&A, New Mine, Mine Adds, PJM Signals, & More…
Several quick hits of note if you work in the L48 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 …
Read More »Worth A Mention… War Drums Beat Again, Uninvestable Market? MGGA, Getting The Band Back Together Again, A New BTM Alliance, & more…
Several quick hits of note if you work in the L48 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 …
Read More »BTM Power Gen Database Update [Data Alert]
Data for a growth market… 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 our …
Read More »Power Points – 7 Quick BTM Takeaways From Permian Power Industry Conversations
We were able to touch base with quite a few power industry contacts to discuss key market trends and compare notes… 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 …
Read More »Built for Speed-To-Frac. Now Winning Speed-To-Power.
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, …
Read More »BIG Microsoft Data Center Is Coming To The Permian For Speed-To-Power [Chart of the Day]
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 …
Read More »Permian Power Preview – One Week Until The Event Of The Year For The Intersection Of AI, Oilfield & Power Gen
On June 8, 9 in Midland, hundreds of Power Market participations will gather discussing oilfield electrification, data centrs and grid vs. off grid power solutions. Here’s a preview, and plan to join us there: https://powerpermian.com/2026-conference/ There’s a lot more to this story… Login to see the full update… To read …
Read More »Power & Water – Previewing 2 Must-Attend Oilfield Industry Events Happening Soon
We are participating in two upcoming oilfield industry events that we think many Infill Thinking members would benefit from attending. Each will give us a chance to get a read on how various segments of the US O&G industry is responding to the sudden increase in oil prices. In this …
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Infill Thinking Lifting the O&G knowledge curve