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Tag Archives: delaware basin

We Took A Look At Microsoft’s Pecos Data Center Build [Notes from the Road]

October 2, 2026 Infill Thoughts

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At MASSIVE New West Texas AI Data Center, We Observed An Active Construction Zone This Week [Notes from the Road]

September 25, 2026 Infill Thoughts

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A Pecos County Advantage For Big Tech Firms With Permian AI Plans… [Chart Of The Day]

September 1, 2026 Infill Thoughts

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Pecos Texas Is Poised To Be The Hottest “Data Center Alley” Play In The U.S.

August 28, 2026 Infill Thoughts, Thinking Ahead

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Amazon Joins Microsoft In The Emerging Permian Delaware Basin Hyperscale Data Center Trend

August 10, 2026 Infill Thoughts

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Permian Basin Sub-Market Frac Sand Supply/Demand Dynamics [CHART OF THE DAY]

June 30, 2026 Infill Thoughts

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An IPO In Permian Produced Water As Volumes Rise…

August 26, 2025 Infill Thoughts

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Take Me To The Beach… +1 Local Permian Frac Sand Mine

October 21, 2024 Infill Thoughts

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Slurrying Sand To Stateline Frac Pads? Another New Permian Sand Entrant To Watch…

October 24, 2023 Infill Thoughts

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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)

September 11, 2023 Infill Thoughts

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TIMELINE

  • October 30, 2026

    Chevron Captures $100 Million YTD With New AI Tools

  • October 30, 2026

    Frac Prices Are Recovering, But 2 Culprits We’ve Been Calling Out Hit Results

  • October 30, 2026

    For The First Time In A While, Pressure Pumpers Are Plugging Spot Exposure As A Good Thing

  • October 27, 2026

    People On The Move In The Frac Sand Space

  • October 27, 2026

    Northeast Gas Basin Trends From Our Conversations In Pittsburgh Last Week

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