I am on my soapbox this month because I have watched several people in various generations either ignore ethical behavior entirely or ignore it until they were reminded of the “right” way to do things. My question is: are there consequences for being unethical in 2025? Remembering the truth will always be easier than remembering […]
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 […]
The Permian Basin in 2025
This month, with the New Year just beginning, I’d like to take a brief look at things to expect in Permian developments for 2025. With political changes, there is a lot of anticipation that “drill, baby, drill” will make material impacts in oil and gas production. I think the impact will be minimal on production […]
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 […]
Permian People December 2024
December 2024: Hirings, promotions, and other personnel matters in the nation’s biggest oil patch—or in companies who do business here. SM Energy Company announced Sept. 9 that Beth McDonald had been appointed as its Executive Vice President and Chief Operating Officer. President and Chief Executive Officer Herb Vogel commented: “We are delighted to welcome Beth to our […]
The 4-Day Work Week in the Oil Patch
I once heard a quote that sums up the oilfield work week: “It’s only two more workdays til Monday.” Unless the world is planning to change, work does not stop in the Oil Patch on Friday, much less on Saturday or Sunday. For families in the Permian Basin, where both parents work, what would […]
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 […]
Civility in the Workplace
A couple of things come to mind as topics worth discussing this month. One is hiring foreign workers, and the other is the Presidential election. Starting with hiring foreign workers, I was initially grateful that what appeared to be well-educated migrants from Venezuela and Cuba had come to the Permian Basin to find jobs. There […]
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