Gas Land Capex: The Call Option In A Bull Market [CHART OF THE DAY] March 10, 2026 Quick Thoughts Read More »
How Big Can They Get? Thoughts On Yet Another Potential Permian E&P Takeover September 16, 2025 Thinking Ahead Read More »
Bid/Ask Gap In Big Permian Land Auction Exemplifies The Need For A Broad Reset Of Expectations December 3, 2019 Quick Thoughts Read More »
Two Operators Mashed Their Gas Pedals In The Permian This Week [Bullet Points] January 11, 2017 Infill Thoughts Read More »
Read The Controversial Permian Basin Survey That Is Raising Eyebrows January 6, 2017 Infill Thoughts Read More »
Permianflation – Acreage Arms Race Precedes Price Increases Coming Across The Value Chain November 22, 2016 Infill Thoughts Read More »