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, …
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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 …
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Distributed power solutions have been a hot and trending growth avenue attracting multiple oilfield service firms in the Lower 48. But for how long? Here’s the latest datpoint in the trend and what might be next… There’s a lot more to this story… Login to see the full update… To …
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Mobile nat gas fueled power gen equipment is a trending growth avenue attracting multiple oilfield service firms in the Lower 48. Here’s a must read primer on the rapidly evolving competitive landscape… There’s a lot more to this story… Login to see the full update… To read this update and …
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Infill Thinking Lifting the O&G knowledge curve
