Partner at VSO Petroleum Consultants | Catholic | Aggies/Hotspurs/DallasStars/F1 | Opinions, b-factors, and terminal declines are my own.
Joined December 2012
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Me checking which bank put the deck together after realizing the entire inventory is underwritten to a parent-well type curve.
The Anadarko Basin?? I’ll admit, that wasn’t my first guess... worldoil.com/news/2026/10/13…
Interesting new work from Kimmeridge on the diverging outlook for U.S. oil and natural gas. Their conclusion: GO HUNT FOR OIL.
Consolidation and efficiency can extend the life of existing oil inventory, but the industry needs to find new barrels.
hartenergy.com/upstream/expl…
In A&D, having the conviction to underwrite something differently than the market, and being right about why, is... everything. The hard part is knowing whether you’ve found something the market missed or you’re the one missing something.
hartenergy.com/events/super-…
Management celebrating the asset win while the technical team realizes they have to find all that inventory they just paid for:
I think the most interesting takeaway isn't whether lightweight proppants or new surfactants work. It's that operators are having to get more creative because easy productivity gains are getting harder to find.
hartenergy.com/upstream/expl…
Interesting to see a sponsor-backed platform move to another sponsor-backed operator rather than a public E&P.
That's another signal that private capital is still very interested in scaled, high-quality Permian inventory. Scarcity continues to matter.
hartenergy.com/energy-market…
EIA chart shows how U.S. energy consumption has evolved over the past 250 years.
It's pretty remarkable to be part of an industry that has played such an important role in building the country we have today.
God bless America!
eia.gov/todayinenergy/detail…
EIA projects Permian gas production continuing to grow much faster than oil production. Why?
GORs. It's the classic Midland Basin forecasting challenge. Gas production can stay virtually flat for years.
eia.gov/todayinenergy/detail…
FERC is expanding its blanket certificate program, which would make it easier for pipelines to complete certain expansions without going through the full approval process.
Could help add gas takeaway capacity.
rbnenergy.com/daily-posts/bl…
Shale EOR: Oxy is trying CO2 injection in the Permian, Chevron is testing surfactants and completion chemistry.
Ten years after EOG's "huff-and-puff" narrative, the industry is still searching for the best path forward to increase that recovery factor.
jpt.spe.org/in-shale-theres-…
The Eagle Ford has reached the stage where development maps start looking like alphabet soup. Operators are drilling whatever letter they can dream up as they weave around legacy development trying to reach pockets of undepleted rock.
hartenergy.com/technology-an…
Funny how many ‘representative’ sell-side type curves seem to come from the best wells ever drilled.
Top bid was $320k/acre ($7.35/sqft per Chris Atherton). You can install flooring for that price.
I guess some of these cos really need some sticks...
reuters.com/legal/litigation…
