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 […]
Conventional Thinking, Efficiency Mindedness, Record-Breaking Outputs, and the “Value” of Political Prattle
Sentimental? No, not nearly. Exxon got the Pioneer deal done with the worst government requirements ever announced. It is now starting to reorganize its holdings. What that means is the legacy part of Pioneer, the conventional drilling that put them on the map appears to be going away. Exxon announced the pending sale of up […]
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 […]
A Delaware Deal, Dissected
Consolidation and asset rationalization continue to change the landscape in the Permian Basin. Among the winners is Permian Resources (PR), which just bought nearly 30k net acres in the Delaware Basin from Occidental Petroleum (OXY) for $817.5 million or just over $27k per acre. Occidental was looking to sell assets in order to pay down […]
The Permian’s Future is Electric
AI has been at the forefront of daily investment news the past year. Nvidia this, OpenAI that. More recently, the power needs of AI have been getting column space and breathy podcast time too. Globally, AI power demand needs have been putting pressure on utilities and governments to come up with more energy production. In […]
Freedom From OPEC Starts by Investing in the Permian
Freedom from OPEC has been high on the American agenda for 23 years now. The Permian Basin is at the heart of the mission to secure American energy security. As an investor, I look for unique value propositions. The Permian, as the last significantly growing U.S. oil basin, is overlooked and underappreciated by most investors. […]
Powering Profitability: Financial Tips for Evolving Times
Like many industries globally, the oil and gas sector in the Permian Basin faces challenges that are impacting companies’ operations and growth. Key among these are rising operational costs, supply chain constraints, and shifting investor preferences. In fact, a trend has emerged among large national banks and investors as they shift their lending and investment […]
Overtime and Bonus Pay for Nonexempt Employees
Several years ago, I wrote on this topic of overtime and bonus pay for nonexempt employees, and I continue to have clients ask about these matters. This is super easy to understand if employers will take the time to review the Department of Labor’s (DOL) webpage, review the easy-to-read Fact Sheets, listen to your Human […]
OFS Jobs Continue to Climb
The Energy Workforce and Technology Council released its monthly jobs report on Nov. 7, indicating an addition of 1,736 oil & gas jobs to the Oilfield Service Industry, bringing its total to 652,874, according to preliminary data from the Bureau of Labor Statistics (BLS) after adjustments to September numbers and analysis. In comparison to the […]
Outlook for 2024: Four Trends to Watch in Oil and Gas
It’s been a successful 2023, in which the oil and gas industry has continued to win back investors and position itself as a key player of energy transition. This article looks ahead at four trends in 2024 proving to be a year full of opportunity and challenges. We’d like to offer the following insights from […]
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