AFE Leaks retweeted
Google's 396 MW Fervo Geothermal PPA: What Cape Station Still Has to Clear nameplatereport.substack.com…
AFE Leaks retweeted
Pennsylvania's own count, in the governor's new data-center order: 100+ facilities reported proposed statewide. DEP holds permit applications for 20.
EO 2026-05, in depth— what's new, what was already law, and what's only advocacy:
nameplatereport.substack.com…
AFE Leaks retweeted
How Data Centers Die nameplatereport.substack.com…
AFE Leaks retweeted
Weekly: Texas froze the queue. Wall Street built a $500bn machine anyway. nameplatereport.substack.com…
AFE Leaks retweeted
Abbot freezes data-center connections nameplatereport.substack.com…
AFE Leaks retweeted
Nameplate Weekly — Jul 21–28 open.substack.com/pub/namepl…
AFE Leaks retweeted
Meta's El Paso bond prices 40bp wide of the deal it did in October open.substack.com/pub/namepl…
AFE Leaks retweeted
Texas has 438 GW of data centers on paper. Batch Zero is going to help figure out which ones are real. open.substack.com/pub/namepl…
AFE Leaks retweeted
So, the last month or so we've been revamping the main cost benchmarking app over at afeleaks.com. Still slightly in beta, but we're putting this out there now because I feel it is already a better experience than our previous app (which was already like version 4 this year; if only ya'll could see the original!).
In this walkthrough I'm looking at Uinta Basin wells, importing a shapefile to select wells in a specific area, and showing off the custom chart builder and individual well data.
If you work with valuation, procurement, cost management (well, basically upstream) and want to see what's actually possible with the data, give it a watch.
youtu.be/2LeSWGuoYAM
AFE Leaks retweeted
As a reminder, basic paid access does give access to our high-level benchmarking cost data (though no single-well granularity) and all paid research. Anyway, doing a one-day 20% off offer on an annual sub.
afeleaks.substack.com/bc011f…
AFE Leaks retweeted
Product pricing/marketing costs for Texas now in the well-explorer app (afeleaks.com/premium/well-ex…) and available to API customers via the api/product endpoint.
AFE Leaks retweeted
Started moving Wyoming into the database today. Someone mentioned something about 16 mm Devon AFE's; this Mowry 3-miler from April is one of a few they have around that cost right now. Another Turner from them at around 16.5, and then a Niobrara at $17 Mn.
AFE Leaks retweeted
AFE Leaks API Demo Power BI Dashboard open.substack.com/pub/afelea…









