You are probably aware that the water problem in the Permian Basin is dire—it is the desert, after all. But the issue isn’t so seemingly obvious. Of course, as a natural resource, water is scarce in the Permian, and that is an issue that in itself places constraints on growth and development. But that is […]
Improving Plugging and Abandonment Procedures
Daily news feeds and internet searches abound with abundant negative images about the oil and gas industry. These images feed the negative messaging that anti-fossil fuel groups are eager to magnify. In response, regulators add regulations—often without industry input. If the industry is going to rehabilitate its image, it must demonstrate its desire to be […]
The Unintended Consequences of Over-Zealous Regulations
Let’s face it, there aren’t many jobs in Cut Bank, Montana. And of those that do exist, the top-paying ones are jobs in the energy industry, like oil and gas operators and energy service companies. Some of those oilfield jobs involve companies such as Montalban Oil & Gas Company (MOGO), owned by Patrick Montalban. MOGO […]
Hiring and Retention: Everyone’s Challenge
While hiring and talent acquisition and retention have long been issues across all sectors of the American economy, perhaps nowhere do those issues pose such unique challenges as are found in the Permian Basin. And yet these are challenges that have been answered with innovation and energy. Considerable effort has been made over the years […]
Landman Launches, a 21-Well Pad, and O&G’s New Best Friend
Money? It’s Baaaaaccckk. You hear things from different people with different connections. It is always nice as an analyst to try and put things into perspective. A recent Hart’s article quantified some numbers and the implications are interesting. Oil, natural gas, and midstream development have gotten hot. Quickly. In the last 10 days of October, almost $20 billion of private equity funding […]
Holding the Line, Measured Approaches, and What the Web Revealed
The journal entries below are excerpted from recent installments of James Wicklund’s “Things I Learned…” newsletter. Funk. The oil and gas business continues in a funk, with oil prices around $70, the world fairly awash in oil and the hopes for demand growth not yet materializing. The sector has held the line on capex and spending, […]
Permian Basin Under Trump 2.0
During President Trump’s first term he was able to streamline regulations and support infrastructure development. Much of that infrastructure is now complete. Going forward, the most important things that a new Trump administration is likely to achieve is loosening environmental regulation, which has bordered on onerous, and allowing a continued move to consolidate assets. Under […]
Two Stock Bargains in the Delaware Basin
In recent months I have discussed multiple stock investment opportunities in the broad Permian Basin. Today, I will focus on two that are bargains in the Delaware Basin specifically. The Delaware has a higher percentage of natural gas to oil production than the Midland. While in the past companies were very focused on oil, […]
Sourcing Capital, U.S. Debt, Virtue Signaling, and [unvirtuous] Candied Pork Belly Bacon Bites
The journal entries below are excerpted from recent installments of James Wicklund’s “Things I Learned…” newsletter. It was a fun week in Dallas. The real treat [first week of October] was the Hart Energy Capital Conference in Dallas. The 400 attendees set a record for the conference. Karl Rove was the keynote so you can imagine […]
Carbon Capture as an Investment Play
In recent articles I discussed some bullish oil and gas investment ideas in the Permian. Energy though, as you well know, is in a massive transition period. Over the next decade, three things will happen that are not in much doubt anymore. U.S. onshore oil production in the Lower 48 will peak and […]
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