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 »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 »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 »Amazon Joins Microsoft In The Emerging Permian Delaware Basin Hyperscale Data Center Trend
Pecos is becoming the next “Data Center Alley”… 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 …
Read More »Permian Basin Sub-Market Frac Sand Supply/Demand Dynamics [CHART OF THE DAY]
We take a deeper look at Permian sand supply / demand dynamics today… 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 …
Read More »An IPO In Permian Produced Water As Volumes Rise…
Recent deal news equals +1, -1 public company in midstream of water! 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 …
Read More »Take Me To The Beach… +1 Local Permian Frac Sand Mine
Here we bring you an update on a new greenfield expansion project in the Permian Basin… 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 …
Read More »Slurrying Sand To Stateline Frac Pads? Another New Permian Sand Entrant To Watch…
What’s the latest entrant in Permian sand mining up to? Something new? We discuss… 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 »E&P Water Monetization Deals Are Back With The Spin-Off Of A Soon-To-Be Billion Dollar Water Midstream Platform (Second Big Deal In A Month)
Big money water midstream deals are making a come back! 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