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 …
Read More »Will The Kermit-to-New Mexico Frac Sand Conveyor Project Be In Play Soon?
There once was a project idea, radical and transformational, based on disruptive thinking in sand transportation. It was put on hold. But will that always be the case? There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »The Landowners’ Voice: Let’s Clean Up Our Legacy Before It Becomes An Albatross Around Our Neck [Guest Post]
Guest Contributor Introduction From Joseph Triepke: Long time Infill Thinking readers may recall several guest posts from their fellow member Schuyler Wight over the years. He first wrote in back in 2017 when local sand mines were becoming his new neighbors left and right. He wrote in again in 2018 …
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Infill Thinking Lifting the O&G knowledge curve