We Took A Look At Microsoft’s Pecos Data Center Build [Notes from the Road] October 2, 2026 Infill Thoughts Read More »
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 Read More »
In Other News… Fatal Left Turn, Triangulating On The Colorado Mine, and US Silica M&A March 23, 2018 Quick Thoughts Read More »
New Discussion: If Risks Hypothetically Derail In-Basin Sand Supply, Will Permian Transload Capacity Be Enough? October 17, 2017 Thinking Ahead Read More »