Posted on
April 26, 2023
Attention, Permian Shoppers…
Oil and gas analysts love rumors more than a country song loves beer, bars, and boots....
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Posted on
April 18, 2023
Ain’t Seen Nothin’ Yet
Don’t tell Occidental the Permian has reached peak production. Or the EIA. Or ConocoPhillips for that matter. ...
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Posted on
April 12, 2023
For a ‘Dying Industry,’ Oil and Gas Is Sure Making a Lot of Noise
A couple of news nuggets are piquing our interest this Wednesday that beg for further exploration and commentary, so we’ll get right to it. ...
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Posted on
April 11, 2023
The $64 Billion Question
If you received a rumor alert last Friday that ExxonMobil was on the romance prowl (again) with Pioneer Natural Resources, you and a few million others are no doubt wondering if, when, and how a Permian shakeup of this magnitude will, uh, shake out. ...
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Posted on
April 7, 2023
Empire Strikes Back
When we think of the COVID collapse three years ago and how it adversely affected the oil and gas industry, opportunity might not be the first thing that comes to mind. But in retrospect, it should be, however we choose to define the word. ...
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Posted on
April 6, 2023
Private Eyes in the Permian
The ripple effect of last month’s SVP bank failure may have tightened energy lending, but for shale producers fat with cash flow, a capital crunch probably won’t keep them up at night. ...
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