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 […]
The Evolution in Environmental
Oilfield environmental companies used to focus on cleaning up what could be seen—oil spills, produced water leaks, oilfield sludge. And that’s still on the list. But today the focus is shifting to unseen, climate-related issues, including methane and carbon dioxide. Two companies are helping Permian Basin producers clean up those areas. Helping Operators Profit […]
You’re Late
Summer is gone, temperatures are dropping, and we can reset the thermostat. Before you know it, the temperatures will drop to a tolerable level. There are no more hot weather conditions causing heat issues. Now is the time to prepare for winter. Remember that proper planning prevents poor performance. That also applies to safety. It […]
Remember a Veteran on Veteran’s Day
Veterans Day falls on Nov. 11th. As I pondered how to commemorate this occasion, it occurred to me that one way is simply to tell a veteran’s story. If the desire is to honor veterans in general, then seeing one doing his sacrificial duty for his country is a good way to remind us of […]
Permian People November 2024
The November edition of the hirings, promotions, and other personnel matters in the nation’s biggest oil patch—or in companies who do business here. Denver, Colo.-based SM Energy hired Beth McDonald, former Pioneer Natural Resources executive, as its new Executive Vice President and Chief Operating Officer, effective Sept. 9. McDonald has 23 years of experience […]
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 […]
CO2 Conference
A huge percentage of horizontal wells are non-commercial in 10-15 years. What do you do next to preserve your asset? Consider CO2 storage, EOR and produced water. When industrial sources capture their CO2 emissions, the emissions and excess water need a place to go. Depleted reservoirs like yours need a future. That’s a perfect marriage: […]
The Human Factor in Oilfield Services
Whatever the powerful machines, the deep holes, or the unfathomably complex technology, the oil patch revolves around its people. For Cudd Energy Services, that means giving their people the tools and training to be efficient, accurate, and safe. For JMR Services, it means helping producers efficiently and safely plug abandoned wells to protect the air, […]
In Praise of the Season
Did we say that the season is deer season? We celebrate this special time of the year with tales both heartwarming and humorous. The month of November is—in Texas at least—marks the beginning of deer season for hunters using firearms (as opposed to bows). It’s the month when deer hunting reaches its heights of attention, […]
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