We observed construction well under way at the Microsoft / Chevron Project Kilby site in West Texas last week during a site visit as Pecos County is rapidly becoming the next “Data Center Alley”… There’s a lot more to this story… Login to see the full update… To read this …
Read More »At MASSIVE New West Texas AI Data Center, We Observed An Active Construction Zone This Week [Notes from the Road]
We observed construction well under way at the Amazon / Pacifico GW Ranch site in West Texas this week during a site visit. This project holds claim to the biggest air permit ever issued in the US. And Pecos County is becoming the next “Data Center Alley”… There’s a lot …
Read More »BTM Power Gen Fleet Expansion – More Players, New Orders & Ambitions [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 »A Pecos County Advantage For Big Tech Firms With Permian AI Plans… [Chart Of The Day]
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 …
Read More »The AI Data Center Power Trade’s Hidden Variable Could Re-Price Tight Oil Plays
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 »
Infill Thinking Lifting the O&G knowledge curve