Click here to listen to the Audio verison of this story! In the heart of West Texas and southeastern New Mexico, the Permian Basin isn’t just oil-country. It’s banking country too. Here, financial institutions don’t simply lend, they live the energy business, and they know that raising the next generation of bankers and customers […]
OFS—the Backbone of the O&G Industry
Click here to listen to the Audio verison of this story! For today’s oilfield service companies—called OFS for short—improving or adding services is a necessity. E&Ps are pushing for more efficiency and more accuracy, and OFS companies must equal that or be left in the dust. The author of the article you are about […]
Multiple Factors To Boost Delaware Gas Producers
Click here to listen to the Audio verison of this story! Delaware Basin natural gas prices have suffered versus gas from other regions for years. The gap between Henry Hub and Waha Hub pricing is well known, by now. The primary factor driving Waha Hub discounts has been insufficient pipeline takeaway capacity relative to rapidly […]
AI, Data Centers, Rig Counts, and No Complaints
There is a huge amount of news lately pertaining to our industry. Okay, it is really all about AI and the explosion of data centers. The #1 most talked about topic these days is data centers. There is no one in second place. Nothing else seems to matter. Power for data centers will need be the greenest form of […]
It’s a Changing World… and Then There’s the Whole AI Thing
Baseload Fuel. The output of Spanish gas-fired power plants has jumped 58 percent since the April 28th nationwide outage. The hope is to better stabilize the network after record usage of air conditioning has been seen this year across Europe. You know, the more reliable power generation. Soar Like an Eagle. We have all been told […]
Freedom From OPEC Requires Permian Oil and Gas
American energy independence and security relies on an all-of-the-above energy policy. With increasing demand from AI and gradual electrification of ground transportation, U.S. energy demand is set to rise nearly 50 percent by the middle 2030s. To power the surge in electricity demand, natural gas will play a critical role, as nuclear is not a […]
Viper’s Royalty Model: Worth a Look
Viper Energy (VNOM) presents a compelling case for investors seeking exposure to the energy sector through a mineral rights business model. The company is about to complete a transformative “Drop Down” transaction with parent company Diamondback Energy (FANG) that promises to significantly reshape Viper’s production profile in 2025. This is a transaction that was discussed at […]
New Era Helium
As we discussed a few months ago, the Permian Basin is starting to feel the impact of AI data centers creating demand for natural gas fired electricity. Chevron and Diamondback Energy are two of the larger players engaging in projects to power AI data centers. For investors, those deals barely move the needle for a […]
How Low Could Crude Prices Go—Or Will They Fall at All?
President Trump is calling on OPEC to increase U.S. crude production, which could easily push crude prices lower into this second quarter of 2025, as supply would likely then outpace demand. Just how low could prices go—or will they fall at all? The answer depends on a confluence of factors, as supply is just one part […]
Welded Together
As a whole, the oil patch is a tight-knit community, especially in the Permian Basin, where almost everyone is in the business one way or another. And the welding community seems to be particularly close-knit—or more precisely, welded together. Here are stories of two entrepreneuring welders—Daniel Rodriguez of Shadow Welding and Jaron Tuttle of Tuttle’s […]
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