Intel Feed

Activity signals, service demand, sector crossovers

Activity Signals

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228 New Drill permits (30d) service opportunity

54 operators, 45 counties. Services: drilling, logging, casing, cementing, mud

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ANADARKO E&P ONSHORE LLC up 394% ramp up

79 permits last 90d vs 16 prior period

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OXYROCK OPER, LLC up 135% ramp up

47 permits last 90d vs 20 prior period

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OCCIDENTAL PERMIAN LTD up 167% ramp up

40 permits last 90d vs 15 prior period

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COG OPER LLC up 208% ramp up

40 permits last 90d vs 13 prior period

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SM ENGY CO up 1133% ramp up

37 permits last 90d vs 3 prior period

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New: COTERRA ENGY OPER CO new entrant

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

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OXY USA INC up 108% ramp up

25 permits last 90d vs 12 prior period

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SILVER HILL ENGY OPER LLC up 400% ramp up

20 permits last 90d vs 4 prior period

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BTA OIL PRODUCERS, LLC up 100% ramp up

16 permits last 90d vs 8 prior period

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New: ROCKCLIFF ENGY OPER III new entrant

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

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New: JM CALK OPER, LLC new entrant

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

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New: NORTHSTAR RES, LLC new entrant

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

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New: BRIGHT STAR EXPL, LLC new entrant

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

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New: CENTRAL GULF PETRO INC new entrant

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

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New: ARETE CREEK OPER, LLC new entrant

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

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PERMIAN RES OPER, LLC up 78% ramp up

41 permits last 90d vs 23 prior period

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WATERBRIDGE STATELINE LLC → Produced Water & Disposal sector crossover

24 produced-water permits (of 66 total)

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22 Recompletion permits (30d) service opportunity

12 operators, 11 counties. Services: workover, perforating, logging

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CATURUS ENGY, LLC up 88% ramp up

15 permits last 90d vs 8 prior period

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

9 produced-water permits (of 58 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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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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Service Demand (90d)

Sector Exposure

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