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X for AFE Leaks. Upstream Reserves, Valuation, Debt/Equity Investing, Corporate Research, Consulting, Data Analytics

Houston, TX
Joined November 2024
Photo by AFE Leaks (@AFELeaks)Photo by AFE Leaks (@AFELeaks)Photo by AFE Leaks (@AFELeaks)Photo by AFE Leaks (@AFELeaks)Photo by AFE Leaks (@AFELeaks)Photo by AFE Leaks (@AFELeaks)Photo by AFE Leaks (@AFELeaks)Photo by AFE Leaks (@AFELeaks)Photo by AFE Leaks (@AFELeaks)Photo by AFE Leaks (@AFELeaks)
What ever happened with this suit?
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Google's 396 MW Fervo Geothermal PPA: What Cape Station Still Has to Clear nameplatereport.substack.com…
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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…
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How Data Centers Die nameplatereport.substack.com…
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Weekly: Texas froze the queue. Wall Street built a $500bn machine anyway. nameplatereport.substack.com…
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Abbot freezes data-center connections nameplatereport.substack.com…
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Nameplate Weekly — Jul 21–28 open.substack.com/pub/namepl…
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Meta's El Paso bond prices 40bp wide of the deal it did in October open.substack.com/pub/namepl…
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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…
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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
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AFE Leaks retweeted
$/BOE in the Permian: Combining some data from Enverus and @AFELeaks to look at F&D costs in Loving and Lea county Third Bone Spring interval. I'm looking at AFEs compiled by @AFELeaks and running EURs in my vibe-coded forecasting tool.
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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…
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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.
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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.
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AFE Leaks retweeted
AFE Leaks API Demo Power BI Dashboard open.substack.com/pub/afelea…
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