Intel Feed
Activity signals, service demand, sector crossovers
Activity Signals
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New: ROCKCLIFF ENGY OPER III new entrant
11 permits since 2025-12-23, active in SAN AUGUSTINE
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WATERBRIDGE STATELINE LLC → Produced Water & Disposal sector crossover
24 produced-water permits (of 66 total)
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NGL WATER SOLUTIONS PERMIAN, LLC → Produced Water & Disposal sector crossover
8 produced-water permits (of 228 total)
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ROCK FISH OPER LLC → Produced Water & Disposal sector crossover
8 produced-water permits (of 10 total)
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DE IV FLOW, LLC → Produced Water & Disposal sector crossover
5 produced-water permits (of 9 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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PILOT WATER GATH DELAWARE LLC → Produced Water & Disposal sector crossover
4 produced-water permits (of 58 total)
Service Demand (90d)
logging
841 -55%
drilling
748 -56%
cementing
748 -56%
perforating
93 -35%
Sector Exposure
[SWD] Water
4,041 12 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