First commercial ACCESS hybrid install at Tundra Oil & Gas, gated on a late-August 2026 capital decision tied to "additional DCE capital deployment." Per Geoff Puckett: probable Q3 2026 install, Q4 2026 frac.

• This is the bigger ACCESS install at Tundra (full ACCESS hybrid). The existing Tundra frac events (events/Tundra Alameda 16-19 frac, events/Tundra Steelman 08-30 frac, events/Tundra Torquay 13-09 frac, events/Tundra Torquay 16-09 frac) are sleeve frac jobs — distinct scope.
• "Additional DCE capital deployment" — DCE acronym ambiguous; likely a Tundra-internal program. Worth confirming with Jeff if it materially gates the decision.
• Sequencing: late-August decision → Q3 install (end-of-Q3 fits given decision date) → Q4 frac.

• Status: conditional — Tundra hasn't approved the additional DCE capital deployment yet; the ACCESS hybrid install only proceeds if that approval lands late August.
• Confidence: preliminary timeline directly from Geoff Puckett (Tundra technical contact). Pushes to tentative once Tundra confirms the capital deployment; pushes to awarded once an install date is locked.