Chip stocks bounced back. Data center construction didn't follow. Vulcan tracked September U.S. land clearing at 1.3 GW, still ~35% below the spring average. What happens next? Read the full report to find out. ⚡ blog.synmax.com/vulcan/dolla… #DataCenters

Better decisions start when teams see the same picture. SynMax is in Fort Worth today for Crue Club, where Matt Huskinson of Cypress Natural Resources is discussing cross-team alignment. Luckily, that's our forte: connecting data so upstream teams can act on the same facts. Looking forward to the chat. ⚡ #CrueClub #OilAndGas

What's happening across energy right now? Come see for yourself at ATCE 2026. From drilling and completion activity to shifting commodity supply and expanding power infrastructure, the energy landscape is constantly changing. Understanding where those changes are happening, and what they mean for your business, requires more than waiting for the next report. At Booth 1109, SynMax Energy is showcasing three platforms that bring real-world activity into focus through satellite intelligence, advanced analytics, and AI. Here's what you can explore through live demonstrations: 🟢 Hyperion: Monitor rigs, frac crews, and turn-in-lines, and see how satellite-observed activity supports oil and gas production forecasting. 🔴 Vulcan: Track construction progress across data centers, proposed power generation, and critical infrastructure to understand which projects are moving forward and which are falling behind. 🟢 BasinIQ: Explore pad construction, frac crew activity, and development risk while seeing how AI agents connect basin-wide intelligence with your own operational data. Bring us your questions, your challenges, or an area of interest. Our team will show you how SynMax turns complex energy data into intelligence you can put to work. Stop by for a live demo or contact [email protected] to schedule time with our team. #ATCE2026 #SynMaxEnergy #EnergyIntelligence #OilAndGas #EnergyTechnology

Announced ≠ Built. Vulcan's new Equity Monitor tracks construction across 20 publicly traded data center operators. Our updated power dashboard reveals where EIA construction statuses differ from satellite observations. See what's actually being built: blog.synmax.com/vulcan/annou…

Blackcomb Pipeline has received the the final air quality permit for the last of their compressor stations, near Uvalde TX - indicating commercial operations could be imminent.

Most field analysis still means pulling permits, production and imagery by hand. Barry Rava (Icarus Oil & Gas, past SIPES National Pres.) is doing it differently with SynMax's Atlas — and he'll share how at SIPES Houston's October luncheon, sponsored by SynMax. Register: sipeshouston.org/events/ #AgenticAI

New in Hyperion: daily U.S. natural gas demand and storage forecasts, about two years out, across all five EIA storage regions. Live walkthrough Wed, Oct 14, 10:30 AM CT. Register: us06web.zoom.us/webinar/regi…

Under construction? Not according to the physical evidence. Our Sept. 25 thermal drone imagery confirms both 60 MW halls at Meta's Kuna, Idaho data center are running — although DCII shows lighter heat rejection, consistent with partial or ramping load. Read our report: ⚡blog.synmax.com/vulcan/drone… #DataCenters #PowerMarkets

Your field data, public records, and internal files rarely tell the same story. SynMax connects satellite imagery, public data, and your own systems so you can check field activity against the record — before you make your next call. Meet us at #SPEATCE, Oct 21–23 in Houston. Stop by the expo floor and tell us: where's the biggest gap in your team's data today? #ATCE2026 #UpstreamEnergy

Data centers are driving power demand. Is new generation keeping pace? Meet SynMax Energy at @EnergySPG  Nodal Trader, Oct. 21–23 in D.C. Let’s discuss how Vulcan tracks power infrastructure construction and potential delays. #NodalTrader #Vulcan

Tomorrow we'll be at the PPDM Houston Energy Data Luncheon at the Microsoft Technology Center. This session is about protecting the data that powers energy. That matters more every year as operators, traders and analysts make decisions on data that refreshes daily instead of quarterly. Our own Amii Rozell, Head of Commercial Business Development and Vice Chair of the PPDM Board of Directors, will be in the room. If you're attending, find her and say hello. She'd love to hear how your team is handling data security as your data sources multiply. 📍 Microsoft Technology Center, 750 Town and Country Blvd, Suite 1000, Houston 🗓 Wednesday, October 7 | 11:00 AM – 1:30 PM CT Thank you to @PPDMAssociation association and to sponsors @Microsoft , @InnovaDrilling and @WellDriveLLC  for bringing the Houston data community together. #PPDM #EnergyData #Cybersecurity #DataManagement #Houston #OilAndGas

Trust your eyes, not the headlines. Force majeure spooked the market around Project Jupiter. Vulcan’s satellite record showed 3 of 4 units still physically progressing. Plus, new views on generation builds, data center land clearing & project friction. ⚡ Project Jupiter: blog.synmax.com/vulcan/force… ⚡ New views: blog.synmax.com/vulcan/you-a… #VulcanResearch #PowerMarkets #DataCenters

We are delighted to share a significant milestone for the SynMax Energy team. Nearly a year ago, we set ourselves the task of building an entirely new capability for the U.S. natural gas market, going beyond pure supply projection to deliver complete supply and demand analytics. To achieve this, we hired new talent, integrated new datasets, and developed an entirely new modeling methodology, all of which were integrated into a brand-new analytical interface. We are excited to announce that our full supply-and-demand capability has officially gone live! Notably, the platform's near-term forecasting component went live approximately eight weeks ago. In that time, SynMax's accuracy in forecasting the EIA's weekly natural gas storage report has risen to the top of an industry-wide ranking published by The Desk (scudderpublishing.com/), outperforming established forecasters, survey indices, and commercial models alike. Hyperion, SynMax's natural gas intelligence platform, continues to expand in scope and precision, redefining what actionable intelligence means for the energy sector.

What’s actually driving the next wave of U.S. power demand? Tomorrow at 10:45 AM, SynMax’s David Bellman joins S&P Global’s Financing US Power Conference in Houston to discuss what’s real, what’s next, and where capital may follow. Register: spglobal.com/energy/en/event… #PowerMarkets #DataCenters

Meta’s Prometheus campuses look similar from above, but thermal imagery tells a different story. August drone flights showed: 🟢 Prometheus South: operating 🔴 Prometheus North: still under construction ⚡ Read the full Vulcan report: blog.synmax.com/vulcan/drone… #DataCenters #ThermalImaging #VulcanResearch

In technology adoption, “look what it can do” eventually has to become “look what it did.” On Sept. 22, SynMax joins Crue Club in Houston for Technology Adoption: Separating Signal From Noise, led by Mike Umbro of Premier Resource Management. See you in Houston. #OilAndGas #UpstreamTechnology #CrueClub

In technology adoption, “look what it can do” eventually has to become “look what it did.” On Sept. 22, SynMax joins Crue Club in Houston for Technology Adoption: Separating Signal From Noise, led by Mike Umbro of Premier Resource Management. See you in Houston. #OilAndGas #UpstreamTechnology #CrueClub

The new SynMax Vulcan Data Center Base Forecast is live in the Vulcan UI, combining satellite-verified project timelines, construction milestones, WPI, delay assumptions, and cancellation trends into a transparent outlook through 2035. Nothing is hidden. Clients can open the methodology, inspect the assumptions, and pressure-test the forecast against their own market view. For 2026, Vulcan’s view diverges materially from consensus because near-term capacity is constrained by more than announced data center projects alone. The forecast incorporates what the underlying supply chain can realistically support — including advanced packaging. That same thinking is now extending into a new Industrial category, where Vulcan will track advanced-packaging campuses and other critical industrial projects that support data center growth. ⚡ Read more about the methodology, forecast, and what’s coming next: blog.synmax.com/vulcan/you-a… Reach out to David Bellman at [email protected] to get access to Vulcan and pressure-test your forecast against observed construction progress. #DataCenters #AIInfrastructure #PowerMarkets #EnergyInfrastructure #VulcanResearch

Heather Exner-Pirot on the SynMax Energy Brief: the constraint is no longer generation, it's the grid. And the grid is copper. US hyperscalers will outbid every utility on the continent for it. Full conversation with Eric Anderson on YouTube. youtu.be/4GZYzDQMVIM

SynMax product lead David Bellman told CNN how China's AI companies turned a hardware disadvantage into an edge. Cut off from the most advanced chips by US export controls, they optimized instead. "They made their software better and more power efficient," David said. Read more at CNN. cnn.com/2026/09/15/tech/ai-k…