$ intel --feed

activity signals, service demand, sector crossovers

-- activity_signals

▶

515 New Drill permits (30d) service opportunity

111 operators, 76 counties. Services: drilling, logging, casing, cementing, mud

▶

54 Recompletion permits (30d) service opportunity

25 operators, 27 counties. Services: workover, perforating, logging

▲

OXYROCK OPER, LLC up 135% ramp up

47 permits last 90d vs 20 prior period

view >>

▲

OCCIDENTAL PERMIAN LTD up 144% ramp up

44 permits last 90d vs 18 prior period

view >>

▲

SM ENGY CO up 233% ramp up

40 permits last 90d vs 12 prior period

view >>

★

New: COTERRA ENGY OPER CO new entrant

35 permits since 2026-01-16, active in CULBERSON

view >>

▲

PENNZENERGY EXP. & PROD., L.L.C up 145% ramp up

27 permits last 90d vs 11 prior period

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▲

PDEH LLC up 300% ramp up

24 permits last 90d vs 6 prior period

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SILVER HILL ENGY OPER LLC up 400% ramp up

20 permits last 90d vs 4 prior period

view >>

★

New: ROCKCLIFF ENGY OPER III new entrant

9 permits since 2025-12-23, active in SAN AUGUSTINE

view >>

★

New: JM CALK OPER, LLC new entrant

7 permits since 2025-12-15, active in BEXAR

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★

New: CENTRAL GULF PETRO INC new entrant

5 permits since 2025-12-02, active in FRIO

view >>

★

New: ARETE CREEK OPER, LLC new entrant

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

view >>

★

New: BRIGHT STAR EXPL, LLC new entrant

5 permits since 2025-11-19, active in RAINS

view >>

★

New: NORTHSTAR RES, LLC new entrant

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

view >>

▲

DE CENTRAL OPER, LLC up 90% ramp up

55 permits last 90d vs 29 prior period

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OVINTIV USA INC up 53% ramp up

52 permits last 90d vs 34 prior period

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▲

APC OPER PARTNERSHIP up 52% ramp up

41 permits last 90d vs 27 prior period

view >>

⬡

WATERBRIDGE STATELINE LLC → Produced Water & Disposal sector crossover

25 produced-water permits (of 66 total)

view >>

▲

OXY USA INC up 57% ramp up

22 permits last 90d vs 14 prior period

view >>

⬡

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

14 produced-water permits (of 58 total)

view >>

⬡

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

8 produced-water permits (of 228 total)

view >>

⬡

ROCK FISH OPER LLC → Produced Water & Disposal sector crossover

8 produced-water permits (of 10 total)

view >>

⬡

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

5 produced-water permits (of 15 total)

view >>

⬡

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

5 produced-water permits (of 42 total)

view >>

-- service_demand (90d)

-- sector_exposure

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