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 »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 »5 Key Points On Sand & Logistics From Today’s Atlas Earnings Call
Sand market takeaways we learned from the latest Atlas earnings report… 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 »Quantifying XOM’s Petcoke Proppant Push [Data Alert]
In this report, see how to access the data and read 5 key takeaways on Exxon’s petcoke proppant push… 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 …
Read More »Permian Power Preview – One Week Until The Event Of The Year For The Intersection Of AI, Oilfield & Power Gen
On June 8, 9 in Midland, hundreds of Power Market participations will gather discussing oilfield electrification, data centrs and grid vs. off grid power solutions. Here’s a preview, and plan to join us there: https://powerpermian.com/2026-conference/ There’s a lot more to this story… Login to see the full update… To read …
Read More »Atlas Shares A Recovery Roadmap: Pricing Yes, V-Shape Activity No
Sand market takeaways we learned from the latest Atlas earnings report… 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 »First A Major & Now An Independent Are Growing The Permian D&C Budget
E&P capex is starting to move… 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 to discuss …
Read More »Only 1 Of 4 Super Majors Will Raise The Permian Budget Right Now…
What are the big boys doing in shale? 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 …
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