Intel Feed

Activity signals, service demand, sector crossovers

Activity Signals

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547 New Drill permits (30d) service opportunity

117 operators, 77 counties. Services: drilling, logging, casing, cementing, mud

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New: FW EAGLE FORD I, LLC new entrant

16 permits since 2026-02-12, active in LAVACA

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FW EAGLE FORD I, LLC up 200% ramp up

12 permits last 90d vs 4 prior period

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DENBURY ONSHORE, LLC up 150% ramp up

10 permits last 90d vs 4 prior period

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New: JONAH ENGY LLC new entrant

8 permits since 2026-06-10, active in DIMMIT

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MIDLAND OIL AND GAS, INC up 500% ramp up

6 permits last 90d vs 1 prior period

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VERDUN OIL & GAS LLC up 500% ramp up

6 permits last 90d vs 1 prior period

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SUMMIT PETRO LLC up 500% ramp up

6 permits last 90d vs 1 prior period

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BLACKBRUSH O & G, LLC up 400% ramp up

5 permits last 90d vs 1 prior period

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STASNEY WELL SERVICE, LLC up 400% ramp up

5 permits last 90d vs 1 prior period

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New: ARETE CREEK OPER, LLC new entrant

5 permits since 2026-02-11, active in REAGAN

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New: NORTHSTAR RES, LLC new entrant

5 permits since 2026-01-26, active in REEVES

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46 Recompletion permits (30d) service opportunity

23 operators, 22 counties. Services: workover, perforating, logging

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WATERBRIDGE STATELINE LLC → Produced Water & Disposal sector crossover

32 produced-water permits (of 74 total)

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ADMIRAL PERMIAN OPER LLC up 82% ramp up

20 permits last 90d vs 11 prior period

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FIREBIRD ENGY II LLC up 50% ramp up

12 permits last 90d vs 8 prior period

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WATERBRIDGE STATELINE LLC up 60% ramp up

8 permits last 90d vs 5 prior period

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NGL WATER SOLUTIONS PERMIAN, LLC → Produced Water & Disposal sector crossover

7 produced-water permits (of 228 total)

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ROCK FISH OPER LLC → Produced Water & Disposal sector crossover

7 produced-water permits (of 10 total)

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DEEP BLUE OPER I LLC → Produced Water & Disposal sector crossover

5 produced-water permits (of 16 total)

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VELOCITY WATER SOLUTIONS, LP → Produced Water & Disposal sector crossover

5 produced-water permits (of 42 total)

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New: PETX OPER LLC new entrant

4 permits since 2026-02-19, active in CROCKETT

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New: SAXUM OPCO, LLC new entrant

4 permits since 2026-06-15, active in UPTON

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PILOT WATER GATH DELAWARE LLC → Produced Water & Disposal sector crossover

4 produced-water permits (of 58 total)

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SOLARIS WATER MIDSTREAM, LLC → Produced Water & Disposal sector crossover

4 produced-water permits (of 98 total)

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Service Demand (90d)

Sector Exposure

[SWD] Water
4,056 14 90d
[CO2] CCS
19 —
[He] Helium
2 —
[H2] Hydrogen
2 —
[Li] Lithium
1 —
[GEO] Geothermal
1 —

permits tagged by sector signals — lease name, permit type, operator match

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