Infill Thinking readers may recall this update from October on a big Permian land auction of 13,500 acres with historical significance. This ranch has a rich O&G history dating back to the 1920s, when Gulf Oil bought leases to the ranch. From the 1920s onwards, it helped make the fortunes …
Read More »Checking In On The Texas Pacific Land Trust Power Struggle
The power struggle for control of the 900,000 Permian acres controlled by Texas Pacific Land Trust has slowed down significantly since our last update three weeks ago. The newsflow decline was largely expected because of… There’s a lot more to this story… Login to see the full update… To read …
Read More »Two Operators Mashed Their Gas Pedals In The Permian This Week [Bullet Points]
News from Parsley Energy and SM Energy on Tuesday continued the Great Permian Migration trend this week. We break down the news into the most important incremental bullet points and provide a few words on the bigger picture trend in the Permian. By the way, if you are looking to …
Read More »Read The Controversial Permian Basin Survey That Is Raising Eyebrows
We don’t normally republish articles from third party sources in full. But an in depth survey on the state of the Permian released at the end of last year is making the rounds this week. And if you haven’t seen it yet, it is definitely worth taking a look. Runaway …
Read More »Permianflation – Acreage Arms Race Precedes Price Increases Coming Across The Value Chain
Permian acreage values are changing rapidly, frustrating those who want in and providing a windfall to incumbent operators. What some are calling an acreage valuation bubble in the Permian may be just the tip of an inflation iceberg in the play. A tsunami of capital targeting deals in the region …
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