A new local frac sand mine is coming soon… get details and download our new Bakken / Rockies sand database to learn more… 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. …
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 »Permian E&P Activity Indicator On Track For Best Month In Over A Year [CHART OF THE DAY]
You need to see this leading indicator data for drilling…. 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 …
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 »New Slide Deck On Oilfield Trends [Data Alert]
Our data team shares a data tool for understanding shale activity and pricing trends… 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 …
Read More »7 Themes To Watch When Oilfield Earnings Season Starts Next Week…
Quick thoughts previewing some oilfield themes we are tuning into oilfield earnings calls for over the next couple of weeks… 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 …
Read More »Eagle Ford D&C Signals Continue To Shine
You need to see this leading indicator data for drilling…. 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 …
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 »New Well Demand Jumps In One Of Two Big Tight Oil Plays & We Look At Who’s Driving [CHART OF THE DAY]
You need to see this leading indicator data for drilling. 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 …
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Infill Thinking Lifting the O&G knowledge curve