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 »Oilfield Second-Order Effects From Imminent AI Data Center Boom In Pecos
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 …
Read More »Pecos Texas Is Poised To Be The Hottest “Data Center Alley” Play In The U.S.
A look at the Mag 7 powered land rush in Pecos and a scoop on a potential project yet to be announced…. 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 …
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 »Divergent Data – Bridging The Marcellus Lateral Gap [Chart of the Day]
Lateral lengths are not all created equal in the Marcellus, and there is an interesting divide… 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, …
Read More »An In-Basin AI Data Center Lands In The Permian. This Could Change Everything…
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 …
Read More »Shale Is Not Immune To The Data Center Hype…
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 …
Read More »10 Takeaways From This Week’s Permian Power Connection Conference
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 …
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Infill Thinking Lifting the O&G knowledge curve