Podcasts about Permian

Sixth and last period of the Paleozoic Era 299-252 million years ago

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RBN Energy Blogcast
Key to the Highway – Pipeline Buildout Set to Unlock Permian Natural Gas Production Growth Later in 2026

RBN Energy Blogcast

Play Episode Listen Later Feb 20, 2026 11:59


This year will be a tale of two halves for the Permian. Natural gas production and pricing figure to remain fairly stable until the back half of this year, when more than 5 Bcf/d of new pipeline capacity comes online, giving the basin room to grow for the first time in a long time.

RBN Energy Blogcast
Into the Great Wide Open — Rising Northeast Texas Gas Supply and the Race to the Gulf Coast

RBN Energy Blogcast

Play Episode Listen Later Feb 19, 2026 13:56


Northeast Texas is increasingly a key conduit for natural gas supply pushing toward rising Gulf Coast LNG demand. The region's supply is poised to surge over the next decade, driven by new inflows from the Permian and rising local production, including from the emerging Western Haynesville play.

C.O.B. Tuesday
"Where Else Can You Get Rig Count To Decline 70% And Production To Increase 50%?" Featuring David Bat, Kimberlite

C.O.B. Tuesday

Play Episode Listen Later Feb 18, 2026 64:50


In recognition of NAPE week in Houston, we are delighted to welcome back David Bat, President of Kimberlite Research, to explore the latest OFS activity, trends, and technologies. David brings more than 30 years of experience spanning upstream, power, and oilfield research. Prior to joining Kimberlite in 2015, he served as VP and General Manager of Constellation New Energy, President of Welling & Company, and President of Stream-Flo USA. He began his career as a geologist with Chevron. Kimberlite is an international oilfield research firm that draws on insights from more than 20,000 hours of annual interviews with industry professionals to analyze market trends and benchmark performance for oilfield equipment and service providers. We were excited to hear David's perspective and latest insights. In our conversation, we cover Kimberlite's research model, the data it captures from operators, and how the firm uses AI as an enabling tool. David shares Kimberlite's 2026 operator sentiment and activity outlook and highlights regional hot spots for expansion (including Latin America, the Middle East, Norway, and West Africa) and discusses key technologies improving recovery and efficiency, as well as the runway for further gains. We compare international versus North American market structure, noting that the “Big Four” hold roughly 80% share across much of the international/offshore oilfield services market, while North America is highly fragmented with many specialty providers. We touch on the Permian as a global incubator for innovation, the Haynesville as a proving ground for high-temperature tools, David's longer-term outlook for the Lower 48 Tier 1 runway, operator-to-operator differences in service outcomes, and supplier performance dispersion and benchmarking, with performance and fit varying by basin. We explore upstream digital transformation strategies, why domain expertise matters for applying AI, hydraulic fracturing digital dynamics, and where digital value is expected to emerge, especially in production optimization. We also cover why consolidation is viewed as desperately needed in oilfield services yet hard to execute, Canada's market dynamics, and the strong demand for qualified personnel and quality equipment in international and offshore markets. David shares his exploration outlook, potential drivers of improved recoveries, newer tech players, and Kimberlite's Net Promoter Score (NPS) work, which he says correlates strongly with future financial performance and competitive strength; fewer than 10% of the OFS companies Kimberlite tracks exhibit truly distinguishing, scalable, "elite" customer-focused characteristics. A few select slides from David's presentation are linked here. It was a wide-ranging discussion and we're grateful to David for sharing his expertise with us all. Mike Bradley kicked off the discussion by noting that the 10-year U.S. bond yield appears to have stabilized in the 4.0% to 4.10% range after plunging last week on a cooler-than-expected January CPI report. In crude markets, WTI price has been stuck over the last several weeks between $60-$65/bbl and inched a little lower to start this week (~$62/bbl) following reports that Iran and the U.S. have a “general agreement” on the basis for a potential nuclear deal, which could eventually lead to an ease in Iranian sanctions. An agreement in the next couple of weeks could lead to an additional pullback in oil prices if the oil market narrative shifts away from a modest “war premium” towards the IEA's 2026 global “oil glut” (~3.7mmbpd) narrative. On the natural gas front, he highlighted that the recent Arctic-driven winter premium for prompt gas price (~$3.00/MMBtu) and 12-month strip (~$3.50/MMBtu) have been completely u

Global Oil Markets
Upstream Ambitions, Refining Resilience: What Earnings Season Signals for 2026

Global Oil Markets

Play Episode Listen Later Feb 12, 2026 23:05


In this episode of the Oil Markets Podcast by S&P Global Energy, host Jeff Mower, Director of Americas Oil News, is joined by Senior Refining Editor Janet McGurty and Senior Upstream Editor Ashok Dutta to break down the biggest takeaways from fourth-quarter oil earnings so far. How are Gulf Coast refiners positioning for a potential return of Venezuelan heavy crude — and what does it mean for heavy crude differentials? On the upstream side, are shale producers truly delivering "more with less" in the Permian through new technologies and lower costs? What's driving the next wave of M&A? From capital discipline to geopolitical risk, this episode explores whether 2026 is shaping up to be a year of measured growth — or strategic transformation — across upstream and refining.

The John Batchelor Show
S8 Ep430: Thomas Halliday recounts the Permian in Niger with mega-monsoons and desert reptiles like Bunostegos preyed upon by Gorgonops, explaining how Carboniferous swamp forests formed coal reserves and discussing the mysterious Tully Monster.

The John Batchelor Show

Play Episode Listen Later Feb 8, 2026 10:03


Thomas Halliday recounts the Permian in Niger with mega-monsoons and desert reptiles like Bunostegos preyed upon by Gorgonops, explaining how Carboniferous swamp forests formed coal reserves and discussing the mysterious Tully Monster.

RBN Energy Blogcast
(You Are My) Only One – For Devon and Coterra, a Permian Match Made in Hydrocarbon Heaven

RBN Energy Blogcast

Play Episode Listen Later Feb 3, 2026 10:10


Devon Energy and Coterra Energy's newly announced merger didn't come as a huge surprise. They have highly complementary assets in the Permian and the Anadarko and their deal promises $1 billion or more in synergy-related savings. Finally — and this is important — their combination had been urged on by an activist investor.

The KE Report
Darrell Fletcher - Commodity Volatility and the 2026 Outlook: Silver Spikes, Gold Records, and Natural Gas Chaos

The KE Report

Play Episode Listen Later Jan 28, 2026 19:33


In this episode of the KE Report, I sit down with Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, to break down a historic start to 2026. Recorded on January 27th amidst extreme market swings, the discussion explores why typical fundamental drivers are being overshadowed by massive momentum shifts and unprecedented weather events. Key Discussion Points The Natural Gas Short Squeeze: How a massive cold snap and production "freeze-offs" in the Permian and Haynesville basins collided with a contract rollover to send prices from $5.80 to over $7.30 in mere hours. Parabolic Moves in Precious Metals: A look at silver's run to $117/oz and gold's surge past $5,000, questioning whether these moves are driven by fundamentals or pure speculative momentum. The 2026 Macro Outlook: Why themes like supply chain regionalization, geopolitical tariffs, and the continued rotation into hard assets are creating a tailwind for commodities despite rising margins. Copper's Sustainable Rise: Analyzing copper's steady climb toward $6/lb as the market prepares for a significant supply deficit driven by global infrastructure and power grid overhauls. Currency Impacts: Assessing the role of the U.S. Dollar's projected weakness in 2026 and how it serves as a persistent, if volatile, support for the broader commodity complex.   Click here to learn more about Bannockburn Capital Markets  - https://www.bannockburnglobal.com/ ------------ For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

RBN Energy Blogcast
The Boys Are Back in Town – Midland to Echo 2's Return to Ease Permian Crude Tightness to Houston

RBN Energy Blogcast

Play Episode Listen Later Jan 27, 2026 12:47


The long-anticipated return of Enterprise's Midland to ECHO 2 Pipeline to crude service is underway, bringing 220 Mb/d online for the first time since the end of 2023. This coincides with Enterprise's new NGL line, the Bahia Pipeline, which began operations in December. 

Talking Energy Show
Glen Good of BT Trailers LLC at #PBIOSLIVE 2025 PBIOILSHOW.ORG OCT 21-23 ODESSA TEXAS ECTOR COUNTY with Janie Snelson, Matthew Hill, Scott Emerson, and Keith Stelter

Talking Energy Show

Play Episode Listen Later Jan 7, 2026 8:05


Glen Good of BT Trailers LLC at #PBIOSLIVE 2025 PBIOILSHOW.ORG OCT 21-23 ODESSA TEXAS ECTOR COUNTY with Janie Snelson, Matthew Hill, Scott Emerson, and Keith Stelter #pbios #podcast #vlog #entertainment #leadership #industry #business #innovation #leadership #automation #AI #networking #humor #education #oilgas #natgas #hydrocarbons #fossilfuels #engineering #oilandgas #oilfield #energy #water #geothermal #drilling #upstream #midstream #downstream #pipeline #refineries #chemistry #minerals #construction #naturalgas #methane #emissions #carboncredits #communications #scada #transportation #petroleum #infrastructure #power #data #technology #frac #software #electricity #manufacturing #regulation #policy #stem #science #environment #safety #security #permian #permianbasin #oilshow #conference #exposition #midland #odessa #texas #humanflourishing Sponsored by T.D. Williamson Internet available for all thanks to EnerStar Solutions Podcast Studio Equipment from RATTLER MEDIA & PRODUCTION Podcast Studio Styling from Second Story Coworking PBIOS LIVE 2025 PBIOLSHOW.ORG - Permian Basin International Oil Show (PBIOS) Voices of the Industry is more than a podcast — it's the story of the people who power the Permian. Featuring exclusive interviews and candid conversations from the show floor and beyond, we spotlight the voices shaping the future of oil and gas.

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Talking Energy Show
Rey Treviño III The Crude Truth and Pecos Country Operating

Talking Energy Show

Play Episode Listen Later Jan 7, 2026 19:30


Rey Treviño III The Crude Truth and Pecos Country Operating #PBIOSLIVE 2025 PBIOILSHOW.ORG OCT 21-23 ODESSA TEXAS ECTOR COUNTY with hosts Janie Snelson, Matthew Hill, Scott Emerson, and Keith Stelter #pbios #pbioslive #podcast #vlog #entertainment #leadership #industry #business #networking #humor #education #oilgas #oilandgas #oilfield #energy #upstream #midstream #downstream #pipeline #refineries #power #data #technology #electricity #policy #stem #science #environment #safety #security #permian #permianbasin #oilshow #midland #odessa #texas Sponsored by T.D. Williamson Internet available for all thanks to EnerStar Solutions Podcast Studio Equipment from RATTLER MEDIA & PRODUCTION Podcast Studio Styling from Second Story Coworking PBIOS LIVE 2025 PBIOILSHOW.ORG - Permian Basin International Oil Show (PBIOS) Voices of the Industry is more than a podcast — it's the story of the people who power the Permian. Featuring exclusive interviews and candid conversations from the show floor and beyond, we spotlight the voices shaping the future of oil and gas.

Talking Energy Show
August Pfluger US Congress #PBIOSLIVE 2025 PBIOILSHOW.ORG OCT 21-23 ODESSA TEXAS ECTOR COUNTY with hosts Keith Stelter, Matthew Hill, Janie Snelson, and Scott Emerson

Talking Energy Show

Play Episode Listen Later Jan 7, 2026 14:35


August Pfluger US Congress #PBIOSLIVE 2025 PBIOILSHOW.ORG OCT 21-23 ODESSA TEXAS ECTOR COUNTY with hosts Keith Stelter, Matthew Hill, Janie Snelson, and Scott Emerson #pbios #pbioslive #podcast #vlog #entertainment #leadership #industry #business #networking #humor #education #oilgas #oilandgas #oilfield #energy #upstream #midstream #downstream #pipeline #refineries #power #data #technology #electricity #policy #stem #science #environment #safety #security #permian #permianbasin #oilshow #midland #odessa #texas Sponsored by T.D. Williamson Internet available for all thanks to EnerStar Solutions Podcast Studio Equipment from RATTLER MEDIA & PRODUCTION Podcast Studio Styling from Second Story Coworking PBIOS LIVE 2025 PBIOLSHOW.ORG - Permian Basin International Oil Show (PBIOS) Voices of the Industry is more than a podcast — it's the story of the people who power the Permian. Featuring exclusive interviews and candid conversations from the show floor and beyond, we spotlight the voices shaping the future of oil and gas.

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Talking Energy Show
JIM WRIGHT Railroad Commission of Texas #PBIOSLIVE 2025 PBIOILSHOW.ORG OCT 21-23 ODESSA TEXAS ECTOR COUNTY with Keith Stelter and Matthew Hill

Talking Energy Show

Play Episode Listen Later Jan 7, 2026 10:33


JIM WRIGHT Railroad Commission of Texas #PBIOSLIVE 2025 PBIOILSHOW.ORG OCT 21-23 ODESSA TEXAS ECTOR COUNTY with Keith Stelter and Matthew Hill #pbios #pbioslive #podcast #vlog #entertainment #leadership #industry #business #networking #humor #education #oilgas #oilandgas #oilfield #energy #upstream #midstream #downstream #pipeline #refineries #power #data #technology #electricity #policy #stem #science #environment #safety #security #permian #permianbasin #oilshow #midland #odessa #texas Sponsored by T.D. Williamson Internet available for all thanks to EnerStar Solutions Podcast Studio Equipment from RATTLER MEDIA & PRODUCTION Podcast Studio Styling from Second Story Coworking PBIOS LIVE 2025 PBIOLSHOW.ORG - Permian Basin International Oil Show (PBIOS) Voices of the Industry is more than a podcast — it's the story of the people who power the Permian. Featuring exclusive interviews and candid conversations from the show floor and beyond, we spotlight the voices shaping the future of oil and gas.

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Talking Energy Show
CRYSTAL GRUBBS AND KIRK MEHAFFY AND STEPHEN GREEN WITH CAVIS ENERGY #PBIOSLIVE​ 2025 PBIOILSHOW.ORG OCT 21-23 ODESSA TEXAS ECTOR COUNTY with Keith Stelter and Matthew Hill

Talking Energy Show

Play Episode Listen Later Jan 7, 2026 17:36


CRYSTAL GRUBBS AND KIRK MEHAFFY AND STEPHEN GREEN WITH CAVIS ENERGY#PBIOSLIVE​ 2025 PBIOILSHOW.ORG OCT 21-23 ODESSA TEXAS ECTOR COUNTY with Keith Stelter and Matthew Hill #pbios​ #pbioslive​ #podcast​ #vlog​ #entertainment​ #leadership​ #industry​ #business​ #networking​ #humor​ #education​ #oilgas​ #oilandgas​ #oilfield​ #energy​ #upstream​ #midstream​ #downstream​ #pipeline​ #refineries​ #power​ #data​ #technology​ #electricity​ #policy​ #stem​ #science​ #environment​ #safety​ #security​ #permian​ #permianbasin​ #oilshow​ #midland​ #odessa​ #texas​ Sponsored by T.D. Williamson Internet available for all thanks to EnerStar Solutions Podcast Studio Equipment from RATTLER MEDIA & PRODUCTION Podcast Studio Styling from Second Story Coworking PBIOS LIVE 2025 PBIOLSHOW.ORG - Permian Basin International Oil Show (PBIOS) Voices of the Industry is more than a podcast — it's the story of the people who power the Permian. Featuring exclusive interviews and candid conversations from the show floor and beyond, we spotlight the voices shaping the future of oil and gas.

Talking Energy Show
Charis Patterson & Erin Wiersma of Freedom Valve Solutions at #PBIOSLIVE 2025 PBIOILSHOW.ORG OCT 21-23 ODESSA TEXAS ECTOR COUNTY with hosts Matthew Hill, Janie Snelson, Scott Emerson, and Keith Stelter

Talking Energy Show

Play Episode Listen Later Jan 7, 2026 9:33


Charis Patterson & Erin Wiersma of Freedom Valve Solutions at #PBIOSLIVE 2025 PBIOILSHOW.ORG OCT 21-23 ODESSA TEXAS ECTOR COUNTY with hosts Matthew Hill, Janie Snelson, Scott Emerson, and Keith Stelter #pbios #podcast #vlog #entertainment #leadership #industry #business #innovation #leadership #automation #AI #networking #humor #education #oilgas #natgas #hydrocarbons #fossilfuels #engineering #oilandgas #oilfield #energy #water #geothermal #drilling #upstream #midstream #downstream #pipeline #refineries #chemistry #minerals #construction #naturalgas #methane #emissions #carboncredits #communications #scada #transportation #petroleum #infrastructure #power #data #technology #frac #software #electricity #manufacturing #regulation #policy #stem #science #environment #safety #security #permian #permianbasin #oilshow #conference #exposition #midland #odessa #texas #humanflourishing Sponsored by T.D. Williamson Internet available for all thanks to EnerStar Solutions Podcast Studio Equipment from RATTLER MEDIA & PRODUCTION Podcast Studio Styling from Second Story Coworking PBIOS LIVE 2025 PBIOLSHOW.ORG - Permian Basin International Oil Show (PBIOS) Voices of the Industry is more than a podcast — it's the story of the people who power the Permian. Featuring exclusive interviews and candid conversations from the show floor and beyond, we spotlight the voices shaping the future of oil and gas.

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Talking Energy Show
Paul Moore of Vibration Technology at #PBIOSLIVE 2025 PBIOILSHOW.ORG OCT 21-23 ODESSA TEXAS ECTOR COUNTY with hosts Janie Snelson, Matthew Hill, Keith Stelter, and Scott Emerson

Talking Energy Show

Play Episode Listen Later Jan 7, 2026 7:11


Paul Moore of Vibration Technology at #PBIOSLIVE 2025 PBIOILSHOW.ORG OCT 21-23 ODESSA TEXAS ECTOR COUNTY with hosts Janie Snelson, Matthew Hill, Keith Stelter, and Scott Emerson #pbios #podcast #vlog #entertainment #leadership #industry #business #innovation #leadership #automation #AI #networking #humor #education #oilgas #natgas #hydrocarbons #fossilfuels #engineering #oilandgas #oilfield #energy #water #geothermal #drilling #upstream #midstream #downstream #pipeline #refineries #chemistry #minerals #construction #naturalgas #methane #emissions #carboncredits #communications #scada #transportation #petroleum #infrastructure #power #data #technology #frac #software #electricity #manufacturing #regulation #policy #stem #science #environment #safety #security #permian #permianbasin #oilshow #conference #exposition #midland #odessa #texas #humanflourishing Sponsored by T.D. Williamson Internet available for all thanks to EnerStar Solutions Podcast Studio Equipment from RATTLER MEDIA & PRODUCTION Podcast Studio Styling from Second Story Coworking PBIOS LIVE 2025 PBIOLSHOW.ORG - Permian Basin International Oil Show (PBIOS) Voices of the Industry is more than a podcast — it's the story of the people who power the Permian. Featuring exclusive interviews and candid conversations from the show floor and beyond, we spotlight the voices shaping the future of oil and gas.

Talking Energy Show
Jon Rogers & Teresa DeJohn of Centrium Energy Solutions at #PBIOSLIVE 2025 PBIOILSHOW.ORG OCT 21-23 ODESSA TEXAS ECTOR COUNTY with hosts Matthew Hill, Keith Stelter, Janie Snelson, and Scott Emerson

Talking Energy Show

Play Episode Listen Later Jan 7, 2026 12:06


Jon Rogers & Teresa DeJohn of Centrium Energy Solutions at #PBIOSLIVE 2025 PBIOILSHOW.ORG OCT 21-23 ODESSA TEXAS ECTOR COUNTY with hosts Matthew Hill, Keith Stelter, Janie Snelson, and Scott Emerson #pbios #podcast #vlog #entertainment #leadership #industry #business #innovation #leadership #automation #AI #networking #humor #education #oilgas #natgas #hydrocarbons #fossilfuels #engineering #oilandgas #oilfield #energy #water #geothermal #drilling #upstream #midstream #downstream #pipeline #refineries #chemistry #minerals #construction #naturalgas #methane #emissions #carboncredits #communications #scada #transportation #petroleum #infrastructure #power #data #technology #frac #software #electricity #land #manufacturing #regulation #policy #stem #science #environment #safety #security #permian #permianbasin #oilshow #conference #exposition #midland #odessa #texas #humanflourishing Sponsored by T.D. Williamson Internet available for all thanks to EnerStar Solutions Podcast Studio Equipment from RATTLER MEDIA & PRODUCTION Podcast Studio Styling from Second Story Coworking PBIOS LIVE 2025 PBIOILSHOW.ORG - Permian Basin International Oil Show (PBIOS) Voices of the Industry is more than a podcast — it's the story of the people who power the Permian. Featuring exclusive interviews and candid conversations from the show floor and beyond, we spotlight the voices shaping the future of oil and gas.

ai rogers energy solutions stelter permian matthew hill odessa texas snelson ector scott emerson hosts matthew
Talking Energy Show
JAYDEN AND KEATON at #PBIOSLIVE 2025 PBIOILSHOW.ORG OCT 21-23 ODESSA TEXAS ECTOR COUNTY with hosts Matthew Hill, Janie Snelson, Keith Stelter, and Scott Emerson

Talking Energy Show

Play Episode Listen Later Jan 7, 2026 15:19


JAYDEN AND KEATONat #PBIOSLIVE 2025 PBIOILSHOW.ORG OCT 21-23 ODESSA TEXAS ECTOR COUNTY with hosts Matthew Hill, Janie Snelson, Keith Stelter, and Scott Emerson #pbios #podcast #vlog #entertainment #leadership #industry #business #innovation #leadership #automation #AI #networking #humor #education #oilgas #natgas #hydrocarbons #fossilfuels #engineering #oilandgas #oilfield #energy #water #geothermal #drilling #upstream #midstream #downstream #pipeline #refineries #chemistry #minerals #construction #naturalgas #methane #emissions #carboncredits #communications #scada #transportation #petroleum #infrastructure #power #data #technology #frac #software #electricity #manufacturing #regulation #policy #stem #science #environment #safety #security #permian #permianbasin #oilshow #conference #exposition #midland #odessa #texas #humanflourishing Sponsored by T.D. Williamson Internet available for all thanks to EnerStar Solutions Podcast Studio Equipment from RATTLER MEDIA & PRODUCTION Podcast Studio Styling from Second Story Coworking PBIOS LIVE 2025 PBIOILSHOW.ORG - Permian Basin International Oil Show (PBIOS) Voices of the Industry is more than a podcast — it's the story of the people who power the Permian. Featuring exclusive interviews and candid conversations from the show floor and beyond, we spotlight the voices shaping the future of oil and gas.

ai stelter permian matthew hill odessa texas snelson ector scott emerson hosts matthew
RBN Energy Blogcast
Hold On ... I'm Comin' – Producers, Midstreamers Preparing for Rising Tide of Permian-Sourced NGLs

RBN Energy Blogcast

Play Episode Listen Later Jan 6, 2026 12:31


Even if Permian crude oil production were to stagnate over the next few years, the region's output of NGLs would likely increase by half, from the current 3.2 MMcf/d to about 4.8 MMcf/d in 2030. Anticipating that growth, NGL midstreamers are planning new NGL pipeline capacity from West Texas to the Gulf Coast.

AZ Tech Roundtable 2.0
Pickelball & the Growth of Sports Enterprises & Investment w/ Evan Floersch of the Texas Ranchers Pickleball Team - AZ TRT S06 EP21 (283) 11-23-2025

AZ Tech Roundtable 2.0

Play Episode Listen Later Dec 23, 2025 46:23


  Pickelball & the Growth of Sports Enterprises & Investment w/ Evan Floersch of the Texas Ranchers Pickleball Team - AZ TRT S06 EP21 (283) 11-23-2025           What We Learned This Week: 1. Pickleball is now fully professionalized with a unified league structure. The merger of PPA + MLP created a stable, closed league system with real team economics, structured seasons, and national distribution. 2. Media partnerships are accelerating the sport's visibility. Pickleball now has a dedicated channel, plus national TV exposure on CBS and Fox—putting it in the same conversation as traditional sports. 3. Austin is becoming a major sports & tech hub fueling this growth. With Meta, Apple, Oracle, UT Austin, F1, MLS, and huge tourism, Austin is the perfect environment for emerging sports franchises. 4. Sports franchises are now a serious investment class—not a vanity asset. Private equity has poured $30B into sports recently. Firms like Permian aim to operate teams professionally, build value, and own multiple franchises across leagues. 5. The big opportunity is not just the sport—it's the stadium & real estate ecosystem. Sports districts (like The Battery or Wrigleyville) generate tens of millions by combining sports, entertainment, dining, hotels, concerts, and tourism. Pickleball could follow this playbook.         Guest: Evan Floersch– co owner Texas Ranchers   Evan Floersch is on a mission to redefine sports, starting with the 2 billion dollar professional pickleball industry as an entrepreneur, investor, and champion of change leading with a dynamic and forward-thinking passion. As the founder and CEO of the premier Texas Ranchers Major League Pickleball Team, he is transforming the industry while positioning Austin as a major sports hub integrating his passion for the city's thriving cultural arts and future tech scene.  In 2022, at just 26 years old, he made history as the youngest principal owner in sports by acquiring a controlling interest in the Texas Ranchers Major League Pickleball Team. Partnering with high-profile investors such as Lil Wayne, Scottie Scheffler, Kendra Scott, and NBA owner Dennis Wong, Evan is on a mission to turn the Ranchers into a global sports powerhouse. His long-term vision extends beyond pickleball—he has publicly committed the next phase of his career to elevating Austin, Texas, into one of the world's premier sports and entertainment markets. With its booming population, tech-driven economy, and untapped potential for championship-winning franchises, Evan sees Austin as the perfect city to build a lasting sports legacy.  A former All-American soccer player at Emory University, Evan's passion for competition and strategy extends to the pickleball court, where he plays regularly to better understand the game's evolution. While he grew up surrounded by Chicago sports, his true inspiration comes from those who have built or guided industry-defining companies, with books like Shoe Dog, The Innovator's Dilemma, The War of Art, and Relentless shaping his perspective on leadership, risk-taking, and disruption. Evan is an avid pickleball player and enjoys the fun and competitive aspect of America's fastest growing sport.  "Like great companies, a great sports organization isn't built by following the rules. It's built by questioning them, pushing past them, and creating something entirely new. The Texas Ranchers, and future sports franchises we helm in Texas, will win because we see beyond what sports are on the court or field."  - Evan Floersch, Founder and CEO         Texas Ranchers | Official Home of the Major League Pickleball Team  Texas Ranchers: A New Era of Sports Ownership & Global Fan Engagement   Who is the most valued high grossing sports franchise?  I bet you didn't guess professional pickleball did you? With pickleball exploding into a $2 billion industry and viewership surpassing major professional leagues, the Texas Ranchers are at the forefront of this revolution. By leveraging their brand authority and expansive network, they are attracting exceptional opportunities, captivating fans worldwide, and redefining what it means to be part of a professional sports franchise.   The Texas Ranchers Major League Pickleball Team is proving that ownership isn't just for high wealth individual ownership—it's a collective force driven by business leaders, entertainment icons, and sports enthusiasts. By bringing together a powerhouse network of investors—including Lil Wayne, Scottie Scheffler, Kendra Scott, and NBA owner Dennis Wong—the Ranchers are revolutionizing franchise ownership, making it more dynamic, engaging, and accessible.   The Texas Ranchers aren't just the most followed franchise in Major League Pickleball—they're the highest-grossing and one of the most marketable brands in the sport. With top-tier talent, including men's and women's pro players like Christian Alshon and Tina Pisnik, the team is fueling a movement that extends far beyond the court.   "We are creating something bigger than a sports team. The Texas Ranchers represent a global brand, powered by diverse leaders in sports, business, and entertainment. Our goal is to redefine sports ownership and elevate pickleball as a premier professional sport." – Evan Floersch, Co-Founder & CEO   The Texas Ranchers' Pillars for Success  The Texas Ranchers are built on a foundation of excellence, innovation, and inclusivity—three pillars that drive the team's success both on and off the court:   Democratizing Ownership – Unlike traditional sports teams, the Ranchers have created a model where ownership is a shared vision, uniting top minds from sports, business, and entertainment to amplify reach and influence.   Elevating the Sport – The Ranchers are committed to advancing pickleball into a premier professional sport, with top-tier athletes, world-class coaching, and high-performance training.   Building a Fan-First Experience – Through innovative media partnerships, interactive events, and digital engagement, the Ranchers are revolutionizing how fans experience pickleball. This includes using the latest in online social and AI community building tools and brand curation.   Investing in Players and Women's Sports – With top shot male players Christian Alshon and Michael Lloyd and women pros Etta Wright and Tina Pisnik–the team is leading the charge in offering diversity and equity in the team. The Ranchers are ensuring that female athletes have the same spotlight as the male counterparts.   Expanding Global Reach – With a focus on international expansion, the Ranchers are growing pickleball's footprint worldwide, attracting new fans, players, and markets.    Lil Wayne — co-owner of the Texas Ranchers MLP pickleball team drops his first official fan-gear collection. From $14 to $85, the line delivers bold, game-day style for any pickleball lover. Great stocking-stuffers, everyday wear, and court-ready accessories.   "I've always believed creativity doesn't belong to one lane. I love the opportunity to express what I can create beyond music. I hope everyone sees the Wayne in this collection. And, I hope people in the pickleball community see the Ranchers in it, too. Together, we're evolving the game and working to bring new audiences into it.  This collection represents that mindset." Lil Wayne    Shop the full collection at Lil Wayne Collection   Photos of Texas Ranchers MLPs and Texas Ranchers Juniors wearing collection         Show Notes:   SEGMENT 1 — Pickleball & League Structure History & Origins Pickleball began in 1965. Modern league landscape: Connor launched the PPA (Professional Pickleball Association) Steve Kuhn launched MLP (Major League Pickleball) PPA & MLP have since merged. League Format Team-based structure 23 teams total Roster: 2 men, 2 women, plus 2 reserves Premier level: 1 male + 1 female draft slot 7 teams in Challenger league Closed league → No relegation or promotion like European soccer. Season & Competition HQ in Austin 2025 season: May → September 25 matches, 3 points per win Playoffs: quarterfinals → semifinals → finals Teams spread across U.S.: Dallas, NY, Brooklyn, NJ, Chicago, 2 in CA, 2 in FL Operations Hybrid expense structure Auction-style draft Teams bid on players Player drops, trades 3-year rights retention Allowed to drop one player per year SEGMENT 2 — Media, Background, & Market Context Media Distribution Pickleball TV on Amazon Prime + YouTube Matches also aired on CBS and Fox Sports Guest Background Former athlete (soccer player), originally from Chicago Tech & e-commerce startup out of college → exited Worked in men's health publishing Later shifted to sports; settled in Austin, TX Austin Market Advantages Tech hub: Apple, Meta, Oracle HQ move UT Austin, Austin FC MLS team Strong tourism + events: F1, ACL, SXSW Pickleball court basics: smaller than tennis, includes the Kitchen Broader Vision Cultural momentum for pickleball Potential global expansion and Olympic inclusion someday SEGMENT 3 — Sports as an Asset Class & Permian Sports Investments Sports Ownership Trends Private equity now active in major leagues including the NFL $30 billion invested in pro sports in recent years Sports teams seen as assets—not just trophies—now more professionalized Permian Sports Investments Focused in Texas Operates as a holding company with investors (GP/LP structure) Vision: own & operate teams; expand into: NFL, NBA, MLB, NHL MLS and Formula One Goal: deliver equity appreciation + revitalize stale franchises Early-stage, but attracting celebrity & athlete investors Team facility: Austin Pickleball Ranch (2,000 seats) SEGMENT 4 — Sports, Real Estate & Stadium Economics Sports as an Economic Engine Stadiums attract traffic, dining, entertainment, tourism Sports = "event economy" → People come early, stay late (5–6 hours total) Stadium & District Development Vision to build 8–12k seat stadium Sponsorships Multi-purpose events to reduce costs Real estate opportunity similar to: Wrigleyville (Chicago) The Battery (Atlanta) → $65M/year revenue Sports Digital & Physical Ecosystem Districts support: Restaurants, hotels, rideshare Entertainment venues (TopGolf, theaters, event spaces) MLP Tour comes to Austin once per year 6 teams compete over a weekend Draws meaningful tourism traffic         If you enjoyed this show, you may like:   BRT Sports:  HERE   BRT Marketing: HERE   BRT Business: HERE   More - BRT Best of: https://brt-show.libsyn.com/category/Best+Of     Thanks for Listening. Please Subscribe to the BRT Podcast.     AZ Tech Roundtable 2.0 with Matt Battaglia The show where Entrepreneurs, Top Executives, Founders, and Investors come to share insights about the future of business.  AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving.  Common Topics Discussed: Startups, Founders, Funds & Venture Capital, Business, Entrepreneurship, Biotech, Blockchain / Crypto, Executive Comp, Investing, Stocks, Real Estate + Alternative Investments, and more…    AZ TRT Podcast Home Page: http://aztrtshow.com/ 'Best Of' AZ TRT Podcast: Click Here Podcast on Google: Click Here Podcast on Spotify: Click Here                    More Info: https://www.economicknight.com/azpodcast/ KFNX Info: https://1100kfnx.com/weekend-featured-shows/     Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.    

Paretopodden
Paretopodden "Julespesial 2025" - US Shale

Paretopodden

Play Episode Listen Later Dec 23, 2025 11:54


Gjennom julen og nyttår vil du få totalt 6 episoder av Paretopodden med det siste fra olje, offshore og shipping.I den andre episoden av Paretopodden "Julespesial 2025" får du en oppdatert gjennomgang av US shale-markedet, en sektor som står for rundt 8–9 prosent av global oljeproduksjon, og som i stor grad drives av aktiviteten i Permian-bassenget. Etter tre år med fallende riggaktivitet, der antall landbaserte rigger er ned over 30 prosent og Permian alene er ned 18 prosent hittil i år, står markedet ved et veiskille. I episoden får du innsikt i hva som faktisk driver denne utviklingen, og hvilke signaler investorer bør følge for å vurdere om bunnen i syklusen nærmer seg.Pareto Securities' aksjeanalytiker Marcus Monsen forklarer hvordan kapitaldisiplin, operatøradferd og endrede insentiver har endret spillereglene i US shale og hvorfor dagens marked skiller seg markant fra tidligere nedturer. Du får et rammeverk for å forstå hvordan lavere aktivitet slår ut i riggmarkedet, og hva som skal til for at dagrater og utnyttelse igjen kan snu opp.Samtalen går videre til NorAm Drilling, et rendyrket landriggselskap med 11 rigger av høy kvalitet, som har klart å opprettholde marginer nær historiske toppnivåer gjennom en disiplin på dagrater som tidligere var utenkelig i bransjen. Episoden gir deg et konkret innblikk i hvordan NorAm er posisjonert i dagens marked, hvordan kontantstrømmen ser ut på lave aktivitetsnivåer, og hva som ligger bak selskapets tosifrede utbytteavkastning.Disclaimer:Pareto Securities' podkaster inneholder ikke profesjonell rådgivning, og skal ikke betraktes som investeringsrådgivning. Handel i verdipapirer medfører til enhver tid risiko, og historisk avkastning er ingen garanti for fremtidig avkastning. Pareto Securities er verken rettslig eller økonomisk ansvarlig for direkte eller indirekte tap, eller andre kostnader som måtte påløpe ved bruk av informasjon i denne podkasten.Se våre nettsider https://paretosec.com/our-firm/compliance/ for mer informasjon og full disclaimer. Hosted on Acast. See acast.com/privacy for more information.

Safe Travels Pod
Guadalupe Mountains National Park: Geology, Wildlife & Human History with Park Ranger Jake Denton

Safe Travels Pod

Play Episode Listen Later Dec 19, 2025 48:35


In this episode of the Safe Travels Podcast, we visit Guadalupe Mountains National Park in West Texas and sit down with Interpretive Park Ranger Jake Denton to explore the park's geology, wildlife, and human history.Guadalupe Mountains National Park is home to Guadalupe Peak, the highest point in Texas at 8,751 feet, and protects the world's most complete example of a fossilized Permian-era reef—one of the most significant geologic features in North America. Ranger Jake breaks down how this ancient reef formed, what wildlife thrives in the park today, and why the Guadalupe Mountains are so important to conservation and scientific research.This conversation offers a deeper look into one of Texas's most underrated national parks and highlights the rugged beauty and rich natural history of the Guadalupe Mountains.______________Follow us on social!Instagram: https://www.instagram.com/safetravelspodTikTok: https://www.tiktok.com/@safetravelspodYouTube: youtube.com/@safetravelspodSafetravelspod.com 

RBN Energy Blogcast
Tequila Sunrise – Basin and Sunrise Pipelines Remain a Key Part of Plains' Permian Operations

RBN Energy Blogcast

Play Episode Listen Later Dec 16, 2025 13:03


Plains All American's Basin Pipeline and the complementary Sunrise Pipeline play major roles in moving Permian crude to Cushing, OK, the delivery point for the U.S. benchmark and a key storage hub. In today's RBN blog, we'll dig into why the pipes are so important to the Permian, Plains and Cushing.

FreightCasts
The Daily | December 9, 2025

FreightCasts

Play Episode Listen Later Dec 9, 2025 6:03


In this episode of the Daily, we break down the severe supply chain disruptions occurring as blockades choke Mexico's border trade as farmers and truckers escalate unrest, stranding thousands of truckloads and causing billions in unrealized exports. We also analyze the market outlook as Morgan Stanley sees a supply-side 'spark' for trucking in 2026, predicting that regulatory crackdowns on drivers will significantly tighten capacity and raise rate floors. The conversation turns to safety and compliance, highlighting commentary that the trucking industry needs better crash data to fix critical flaws in how carriers are vetted for liability. Simultaneously, regulators are embracing new technology, as Feds OK automation and say railroads can make fewer visual track safety checks, a move intended to increase efficiency despite union concerns about risk. On the innovation front, we discuss a milestone deployment as the sand must flow: Aurora's driverless fleet hits Permian roads to autonomously haul frac sand for more than 20 hours a day. We close with a look at the intellectual property war in logistics software, where o9 Solutions accuses SAP of trade secret theft in a high-stakes supply chain software dispute, alleging former executives stole thousands of files to boost a competitor's AI capabilities. Learn more about your ad choices. Visit megaphone.fm/adchoices

RBN Energy Blogcast
Can't Hold Back – More Permian Barrels Headed to Corpus Christi, Nederland as Pipelines Thrive

RBN Energy Blogcast

Play Episode Listen Later Dec 9, 2025 10:52


Houston and Corpus Christi have been locked in a battle for the top spot as the primary outlet for Permian crude. Lately, the pendulum has been swinging toward Corpus — and not by accident. 

FreightWaves NOW
The Daily | December 9, 2025

FreightWaves NOW

Play Episode Listen Later Dec 9, 2025 5:33


In this episode of the Daily, we break down the severe supply chain disruptions occurring as blockades choke Mexico's border trade as farmers and truckers escalate unrest, stranding thousands of truckloads and causing billions in unrealized exports. We also analyze the market outlook as Morgan Stanley sees a supply-side 'spark' for trucking in 2026, predicting that regulatory crackdowns on drivers will significantly tighten capacity and raise rate floors. The conversation turns to safety and compliance, highlighting commentary that the trucking industry needs better crash data to fix critical flaws in how carriers are vetted for liability. Simultaneously, regulators are embracing new technology, as Feds OK automation and say railroads can make fewer visual track safety checks, a move intended to increase efficiency despite union concerns about risk. On the innovation front, we discuss a milestone deployment as the sand must flow: Aurora's driverless fleet hits Permian roads to autonomously haul frac sand for more than 20 hours a day. We close with a look at the intellectual property war in logistics software, where o9 Solutions accuses SAP of trade secret theft in a high-stakes supply chain software dispute, alleging former executives stole thousands of files to boost a competitor's AI capabilities. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Natural History Cupboard Podcast

This week we meet one of the oddest creatures to have ever graced the world, the Permian era, Cotylorhynchus. With its strange proportions, just how did it come to look this way? In the news, we go over COP 30 and see if it's not more of a cop-out this time around. All this and more. The cupboard is open, come on in!

United Public Radio
The Gateway Podcast _ Mark Eddy _ Ohio Valley_ Lost Worlds_ Mounds_ and Cryptids

United Public Radio

Play Episode Listen Later Nov 26, 2025 49:41


The Gateway Podcast – Mark Eddy – Ancient Mysteries of the Ohio Valley: Lost Worlds, Mounds, and Cryptids Date: November 25, 2025 Episode: 104 Discussion: Ancient Mysteries of the Ohio Valley: Lost Worlds, Mounds, and Cryptids About Mark: Mark Eddy is a historian, researcher, and author whose work explores the forgotten prehistoric legacy of the Ohio River Valley and the scholars who first uncovered it. A native of the region, Eddy has spent decades studying the intersection of geology, anthropology, and early American antiquarian research, bringing long-overlooked discoveries back into the historical conversation. He is also well known as the host of Mark Eddy's popular podcast interviews, where he connects with experts, researchers, and explorers who share his passion for America's ancient past, unexplained history, and lesser-told narratives. In Lakes, Lizards, Linton and Leverett, Eddy combines historical documentation, scientific analysis, and field experience to shine new light on the Permian fossils, earthworks, and cultural mysteries that shaped the Upper Ohio Valley—revealing a region far richer and older than most realize. Host: CL Thomas C.L. Thomas travels widely every year as a fine arts photographer and writer exploring various afterlife research, OBEs, metaphysics, folklore, and lectures at events. C.L. does "Spirit" art on request. She is the author of the haunting memoir "Dancing with Demons" and the acclaimed historical-fiction novel “Speaking to Shadows”. C.L. is the creator and host of The Gateway Podcast & Small Town Tales Podcast. She has written many articles and maintains a blog on legends, folklore magic, and paranormal stories. Currently, she resides in Las Vegas, Nevada with her beloved Golden Retriever and Maine Coon cat. www.clthomas.org Follow CL on Social Media: Facebook: https://www.facebook.com/cl.thomas.428549/ Instagram: https://www.instagram.com/author_cl_thomas/ YouTube: https://www.youtube.com/@clthomas

RBN Energy Blogcast
Stitches – Piece by Piece, Permian Express Has Evolved Into a Midstream Standout for Energy Transfer

RBN Energy Blogcast

Play Episode Listen Later Nov 24, 2025 11:23


Energy Transfer stitched together its Permian Express system over multiple years and it's now a standout in the company's midstream portfolio, able to carry 600 Mb/d of Permian crude to Nederland, TX.

Afternoon Drive with John Maytham
Karoo Origins Makes History: SA Studio Wins Global PaleoArt Prize

Afternoon Drive with John Maytham

Play Episode Listen Later Nov 20, 2025 4:40 Transcription Available


John Maytham speaks to Dianne Makings, the producer of the six-minute CG reconstruction of a Permian-period waterhole, about the Lanzendorf–National Geographic PaleoArt Prize that the exhibition won. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Energy News Beat Podcast
Location, Location, Location: Why Drilling Success Depends on the Basin - ENB Weekly Recap

Energy News Beat Podcast

Play Episode Listen Later Nov 15, 2025 21:17


In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turle and Michael Tanner break down why “location, location, location” is driving the resilience—and risks—of U.S. drilling programs as breakeven costs diverge sharply across basins. They unpack rising natural gas prices amid LNG export demand, Germany's shaky energy outlook, and a wave of renewable sector troubles from Pine Gate Renewables' bankruptcy to Ørsted's massive losses. The hosts also highlight coal's global comeback, the long-term implications of U.S. turbine shortages, and Chevron's move into behind-the-meter Permian power for AI data centers. Plus, they take aim at COP30 drama and Gavin Newsom's energy commentary, contrasting political narratives with real-world demand for molecules—not slogans.Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: 00:00 - Intro00:15 - U.S. Drilling Programs Are Resilient, but It Depends on the Location03:53 - U.S. Natural Gas Futures Up on Record LNG Export Demand, and Low Storage Numbers07:25 - Pine Gate Renewables files for bankruptcy, selling solar business and project portfolio13:04 - COPs from the UN have failed and it is time for a real dose of climate realism – What will Gavin Newsom do now for a speech punch line?16:01 - Trump Predicted the return of Coal, but not to it's glory days in the U.S. – Doug Sheridan18:34 - Chevron Rolls Into West Texas for First Data Center Power Project – Following Liberty Energy's Business Model21:09 - Outro Links to articles discussed:U.S. Drilling Programs Are Resilient, but It Depends on the LocationU.S. Natural Gas Futures Up on Record LNG Export Demand, and Low Storage NumbersPine Gate Renewables files for bankruptcy, selling solar business and project portfolioCOPs from the UN have failed and it is time for a real dose of climate realism – What will Gavin Newsom do now for a speech punch line?Trump Predicted the return of Coal, but not to it's glory days in the U.S. – Doug SheridanChevron Rolls Into West Texas for First Data Center Power Project – Following Liberty Energy's Business Model

Tortoise QuickTake Podcasts
Permian Resilience, AI Capex Surge, and Infrastructure Momentum

Tortoise QuickTake Podcasts

Play Episode Listen Later Nov 10, 2025 6:50


This month, Senior Portfolio Manager Rob Thummel covers the latest market shifts:Market Recap: Energy dips while the S&P 500 hits near-record highsPermian Update: U.S. production grows despite weaker oil pricesEnergy Infrastructure: Positioned for long-term demand from AI and LNGAI Capex: Big Tech raises 2025 spending forecasts to $335BUtilities: Growth estimates climb with data center load forecastsPower Buildout: Behind-the-meter energy projects on the riseDownload Transcript

RBN Energy Blogcast
Full Speed Ahead – Plains Expands Wellhead-to-Water Connectivity by Securing 100% of EPIC Crude

RBN Energy Blogcast

Play Episode Listen Later Nov 6, 2025 10:49


Out of the blue, Plains All American has scooped up 100% of the EPIC Crude Pipeline. Plains had previously announced an agreement to buy a 55% stake in the Permian-to-Corpus-Christi pipeline from Diamondback Energy and Kinetik Holdings, and on November 5, it said it had closed on a deal to buy the other 45% from Ares Management. In today's RBN blog, we'll discuss what the acquisition means for Plains, as well as a possible expansion of EPIC and the planned rebranding of the pipe.

RBN Energy Blogcast
Started From the Bottom – Merger of SM Energy and Civitas Resources Will Propel Them Higher

RBN Energy Blogcast

Play Episode Listen Later Nov 5, 2025 12:16


Two Denver-based E&Ps that each started out small but quickly expanded through a series of acquisitions will now combine to form one of the nation's larger crude-oil-focused producers. With the planned merger of SM Energy and Civitas Resources, the pro forma company will be a significant player in the Permian, South Texas, the Denver-Julesburg and the Uinta. In today's RBN blog, we'll discuss the planned combination and the E&Ps' rationale for it.

Global Oil Markets
Low prices, high stakes in the Caribbean

Global Oil Markets

Play Episode Listen Later Oct 30, 2025 28:28


The US has ramped up its naval presence in the Caribbean, following several strikes against suspected drug smuggling vessels off the coast of major oil producer Venezuela. Yet oil prices have barely budged as Latin American production continues to ramp up. What is the role of Guyana and Argentina's emerging crudes, and how do flows to destinations like India fit into Trump's strategy? How are Permian operators responding to sustained low prices? Jeff Mower unpacks how low oil prices play into the Trump administration's military push in the Caribbean, along with Latin America oil markets reporter Jada Johnson and senior news reporters Ashok Dutta and Eamonn Brennan. Links: Vasconia FOB Colombia PCAGI00 Castilla Blend FOB Colombia AAVEQ00 Golden Arrowhead FOB Guyana GOLAH00 Liza FOB Guyana ALIZA00

The Minerals and Royalties Podcast
A Real-Life Landman Story: Battling Pioneer & Exxon in a $500MM+ Permian Top Lease Lawsuit w/ John Paul Merritt - CEO of Pony Oil

The Minerals and Royalties Podcast

Play Episode Listen Later Oct 28, 2025 35:28


John Paul Merritt - CEO of Pony Oil joins the podcast to discuss Top Leasing in the Permian Basin, why he thinks it is an essential tool needed to maximize value for mineral owners, and how he has been battling Pioneer & Exxon in a $500mm+ Top Lease Lawsuit over the past few years. **Disclaimer: This podcast is meant for informational purposes only and does not constitute investment advice.A big thanks to our 3 Minerals & Royalties Podcast Sponsors:--Tracts: If you are interested in learning more about Tracts title related services and software, then please call 281-892-2096 or visit https://tracts.co/ to learn more.--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information--Farmers National Company: For more information on Farmer's land management services, please visit www.fncenergy.com or email energy@farmersnational.com

Energy News Beat Podcast
AI Boom Sparks Natural Gas Revival in the Permian

Energy News Beat Podcast

Play Episode Listen Later Oct 26, 2025 18:16


In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley is joined by co-host Kimberly Page and Kirk Edwards, President of Latigo Petroleum, to discuss the evolving energy landscape in the Permian Basin. They cover the shift toward natural gas, AI-driven data center demand, LNG exports, pipeline development, and the impact of U.S. strategic reserves and global geopolitics on oil and gas prices. The conversation highlights opportunities for natural gas producers, challenges in oil markets, and the critical role of reliable energy infrastructure, including small modular reactors and backup turbines for data centers.Connect with Kirk Edwards on LinkedIn here: https://www.linkedin.com/in/kirk-edwards-99757412a/Connect with Kimberly Page here: https://www.linkedin.com/in/kimberly-page/Check out Reese Energy Consulting here: https://reeseenergyconsulting.com/Highlights of the Podcast 00:00 – Intro: Stu, Kimberly & Kirk kick off the show 00:25 – Message to Washington: “Get out of the way” 01:22 – Permian layoffs & drilling slowdown 02:45 – AI boom & natural gas demand 04:02 – Permian gas pricing & flaring issues 04:45 – SPR depletion & U.S. energy security 06:18 – OPEC+, tariffs & global oil volatility 08:41 – California's oil hypocrisy & imports 10:32 – Oil price outlook & Saudi control 11:22 – Rising gas demand & LNG export growth 12:13 – Data centers, turbine shortages & power needs 13:54 – Nuclear energy potential & SMR progress 15:15 – Natural gas optimism & Anadarko revival 16:43 – Rig count drop & workforce impact 17:39 – Closing thoughts: “Drill baby drill”Full Transcript: https://theenergynewsbeat.substack.com/or https://energynewsbeat.co/https://energynewsbeat.co/investinoil/

RBN Energy Blogcast
Rock and Roll All Nite, Part 2 – Still More Gulf Coast Natural Gas Storage Capacity Is on the Way

RBN Energy Blogcast

Play Episode Listen Later Oct 21, 2025 15:42


Keeping up with all the natural-gas-related infrastructure under development along the Gulf Coast is a full-time job. New gas pipelines out of the Permian and the Haynesville. New LNG export terminals from Brownsville, TX, to Plaquemines Parish, LA. And don't forget new gas storage capacity — that slice of the midstream sector is in the midst of its biggest boom in decades. In today's RBN blog, we'll finish our review of the latest round of Gulf Coast storage projects.

PBE Podcast
The Geology of Carbon Dioxide

PBE Podcast

Play Episode Listen Later Oct 19, 2025


This special episode is from the opening night Ice Breaker at the WTGS Fall Symposium. We get the opportunity to learn more about CO2 use and sequestration in the Permian Basin through the lens of over 25 years of experience doing it in the Permian Basin with Mike Raines and Stevel Melzer. The use of CO2 in the Permian to increase oil production is not new, but the 45Q tax credit can influence your economics as a company by putting the CO2 to use or in the ground forever! The 2025 CO2 conference is coming up; be there to be a part of this technical and economic breakthrough.

The PetroNerds Podcast
“Peak Shale” and China

The PetroNerds Podcast

Play Episode Listen Later Oct 10, 2025 90:10


Recorded on October 10, 2025 and September 8, 2025 https://youtu.be/fXaYfXJ4-hk Episode 142 of the PetroNerds podcast is an energy dense mic drop special with Trisha Curtis and Stuart Turley. Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, is a guest on Stuart Turley's Energy News Beat podcast. Stuart is also the CEO of Sandstone Group. This is a heavy hitting podcast covering "peak shale" and "peak Permian," OPEC, Russia's war in Ukraine, China, and rising electricity prices in the US. Before this podcast starts, Trisha takes the time to introduce the episode and explain to listeners what is happening with rare earth export restrictions from China, Trump's Truth Social response, and the market fallout. In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley dives deep with Trisha Curtis, CEO of PetroNerds, in a no-holds-barred conversation on the myths of peak Permian, U.S. shale resilience, OPEC's bluff, China's global energy influence, rising electricity costs, the EU's energy collapse, and the urgent need for pragmatic U.S. energy policy. From oilfield boots-on-the-ground insights to the geopolitical chessboard, this is a masterclass in energy dominance, national security, and market realities. Don't miss it. I had an absolute blast visiting with Trisha, and she is truly a national treasure. Very much like Meredith Angwin is to nuclear, Trisha is to oil and gas. I really appreciate her taking the time to stop by the podcast. Connect with Trisha on LinkedIn: https://www.linkedin.com/in/trisha-curtis-petronerds/ and on her website: https://petronerds.com/ Topics Covered: Is the Permian peaking or just getting started? Why U.S. oil & gas output keeps defying forecasts OPEC's spare capacity myth and Saudi strategy How China weaponizes energy and manufacturing The U.S. refining edge (and why it's at risk) Colorado, California, and the cost of bad energy policy Europe's energy collapse & reindustrialization threats Why power generation = national security The truth about LNG, coal, and blackout risk Listen on Itunes

RBN Energy Blogcast
New Mexico – More on Sour-Gas-Related Assets in the Permian's Northern Delaware Basin

RBN Energy Blogcast

Play Episode Listen Later Oct 7, 2025 10:35


While several larger midstream companies were focused on building conventional gas gathering and processing infrastructure in the Southern Delaware Basin, a handful of mostly smaller midstreamers were focusing on the Permian's next challenge: developing systems in the Northern Delaware to gather and treat associated gas with high H2S and CO2 content. In today's RBN blog, we continue our look at the region's sour-gas-related assets with a review of what a few of these companies have assembled.

The John Batchelor Show
HEADLINE: Pangea's Mega-Monsoons, Coal Formation, and the Unclassifiable Tully Monster BOOK TITLE: Other Lands, a journey through Earth's Extinct Worlds GUEST AUTHOR NAME: Thomas Halliday 200-WORD SUMMARY: This segment examines the Permian and Carbonife

The John Batchelor Show

Play Episode Listen Later Oct 5, 2025 8:33


HEADLINE: Pangea's Mega-Monsoons, Coal Formation, and the Unclassifiable Tully Monster BOOK TITLE: Other Lands, a journey through Earth's Extinct Worlds GUEST AUTHOR NAME: Thomas Halliday 200-WORD SUMMARY: This segment examines the Permian and Carboniferous eras. In the Permian (253 million years ago), the single supercontinent Pangea caused a mega-monsoon system involving extreme seasonal wetness and dryness. Sites like Moradi, Niger, show creatures adapted to this arid environment. Organisms included the bulk herbivore Umoist and the apex predator Gorgonops, a close relative of mammals with large canines. This period was immediately followed by the "Great Dying," the largest mass extinction event in Earth's history. The Carboniferous (390 million years ago) saw the first extensive forests. As trees fell into vast, tropical swamps, the water inhibited decay, leading to the preservation of organic material that eventually formed the world's coal deposits. This process sequestered carbon, contributing to lower atmospheric carbon dioxide concentrations later in history. The final topic is the Tully Monster(Tullimonstrum), a small, torpedo-shaped creature with eyes on stalks that remains a profound paleontological mystery. It is intensely debated whether this organism is a vertebrate, and because it has no known descendants, it is classified as an evolutionary experiment that did not pan out.

Soundside
The real land before time: unearthing the Permian Period

Soundside

Play Episode Listen Later Sep 29, 2025 15:39


Christian Sidor is a professor in the UW Department of Biology and curator of Vertebrate Paleontology at the Burke. And for the last 18 years, he’s been traveling back and forth to Zambia and Tanzania, collecting fossils from the Permian period. The Permian lasted about 47 millions years and ended 252 million years ago with the Triassic Period. Sidor has found a lot of Permian specimens. Last month he and his collaborators co-edited a series of 14 articles on the animals they’ve discovered during their field work. So, we wanted to go check out some of these new, ancient animals. Guest: Christian Sidor: professor in the UW Department of Biology and curator of Vertebrate Paleontology at the Burke Related stories: Fresh fossil finds in Africa shed light on the era before Earth’s largest mass extinction - UW News Thank you to the supporters of KUOW, you help make this show possible! If you want to help out, go to kuow.org/donate/soundsidenotes Soundside is a production of KUOW in Seattle, a proud member of the NPR Network.See omnystudio.com/listener for privacy information.

The Ancients
The Permian Extinction: When Life Nearly Died

The Ancients

Play Episode Listen Later Sep 18, 2025 58:20


It was the biggest mass extinction event in Earth's history. 250 million years ago, a 252 million years ago, Earth faced its deadliest crisis. 97% of all life was wiped out in the Permian Extinction – a cataclysm so severe it's known as The Great Dying.In this episode of The Ancients, the fourth and final part of our Great Disasters miniseries, Tristan Hughes is joined by Professor Michael Benton to uncover the full story of this mass extinction. From the rich and bizarre world of Permian creatures to the apocalyptic events that triggered their downfall, discover how just 3% of life clung on and how their survival paved the way for the rise of the dinosaurs.MORERise of the DinosaursOrigins of Life of EarthPresented by Tristan Hughes. Audio editor is Aidan Lonergan and the producer is Joseph Knight. The senior producer is Anne-Marie Luff.All music courtesy of Epidemic SoundsThe Ancients is a History Hit podcast.Sign up to History Hit for hundreds of hours of original documentaries, with a new release every week and ad-free podcasts. Sign up at https://www.historyhit.com/subscribe. You can take part in our listener survey here: https://insights.historyhit.com/history-hit-podcast-always-on Hosted on Acast. See acast.com/privacy for more information.

RBN Energy Blogcast
Don't Worry, Be Happy - NGL Markets Relying on the Permian Ask, What If Crude Production Is Peaking?

RBN Energy Blogcast

Play Episode Listen Later Sep 12, 2025 9:05


Energizing Bitcoin
TeraWulf's $3.7B Deal w/ Google, Block's Disruptive New ASIC, O&G Gets Into Power

Energizing Bitcoin

Play Episode Listen Later Sep 9, 2025 56:03


Justin Ballard (@JLB_Oso) and Jake Corley (@jacobcorley) regroup to riff on miner-to-AI megadeals, gas-to-power plays, and a modular ASIC that could reset fleet economics.AI x Power x BitcoinThis week we break down:TeraWulf × Google – a 10-year, 200 MW hosting deal (headline $3.7B; options could push multiyear value far higher) and why clean, reliable electrons (nuke/hydro) earn a premium—and might end in outright M&A.Who's Next? – the consolidation map: why Bitfarms (and possibly IREN/Iris) look “target-ready,” what MARA/RIOT are more likely to do, and how miner stock spikes telegraph hyperscaler interest.CoreWeave–Core Scientific Playbook – how long-dated revenue agreements morph into acquisitions when the real prize is energized, rack-ready capacity.Coterra's Power Option – a 7-year gas sale to CPV's 1.3 GW CCGT in Ward County with the right to buy ~250 MW/day indexed to ERCOT West—the first true Permian netback template and what it signals for E&Ps.Turbines, Permits & Sudoku – deposits and long lead times, GPA/air permits (NOx/CO₂), and the catch-22 between offtakes and hardware—why scale + compliance + capital win.Block's Proto Miner – Apple-clean design, rack-side sub-90-second repairs (as pitched), modular hashboards, open-source fleet software, and a 10-year design life—what that does to uptime and capex cycles.The AI Arms Race – trillion-dollar capex, billion-dollar talent bids, China's generation build-out, and why power-secure brownfield beats greenfield timelines.Where to Find Us IRL – Permian Power Conference (Midland, Sep 29–30) + Texas Capitol investor day/North American Blockchain Summit (Dallas, October).

Palaeo After Dark
Podcast 316 - Sail Back Bros

Palaeo After Dark

Play Episode Listen Later Sep 7, 2025 114:04


The gang discusses two papers about skin preservation in fossil tetrapods. The first paper describes skin impressions from a Permian synapsid, and the second paper identifies feather-like structures in an early Triassic diapsid. Meanwhile, James considers the horse, Amanda shames extinct animals, and Curt quotes “philosophy”.   Up-Goer Five (Amanda Edition): Today our friends talk about things that are sort of close to things with hair but not that close to things with hair. They are closer to things with hair than to things with dry skin with no hair or long many-part skin things. Anyway for a long time we did not know what the skin of the animals that are sort of close to things with hair looked like. Did they have dry skin with no hair like the things today? Or did they maybe have hair? We didn't know, but now we have found marks in the ground that show that they had dry skin with no hair, but it looks different than the animals with dry skin and no hair today. So hair comes around after the dry skin with no hair does. Then our friends talk about a very weird little animal that is sort of somewhere close to animals with dry skin and no hair, but it has these really weird things that come off of its back that look kind of like the many-part skin things on the most flying animals that are around today. But it's really not the same many-part skin things, because all the parts are not really same. And also there is only one of them and not one on each side. So it might be that many-part skin things come earlier than people thought they might have.   References: Marchetti, Lorenzo, et al. "Early Permian synapsid impressions illuminate the origin of epidermal scales and aggregation behavior." Current Biology 35.11 (2025): 2752-2759. Spiekman, Stephan NF, et al. "Triassic diapsid shows early diversification of skin appendages in reptiles." Nature (2025): 1-7.

Shift Key with Robinson Meyer and Jesse Jenkins
What Carbon Dioxide Has to Do With the Meaning of Life

Shift Key with Robinson Meyer and Jesse Jenkins

Play Episode Listen Later Sep 3, 2025 59:27


How did life first form on Earth? What does entropy have to do with the origins of mammalian life — or the creation of the modern economy? And what chemical process do people, insects, Volkswagens, and coal power plants all share?On this week's episode of Shift Key, Rob chats with Peter Brannen, the author of a new history of the planet, The Story of CO2 Is the Story of Everything. The book weaves together a single narrative from the Big Bang to the Permian explosion to the oil-devouring economy of today by means of a single common thread: CO2, the same molecule now threatening our continued flourishing.Brannen is a contributing writer at The Atlantic and the author of The Ends of the World, a history of mass extinctions on Earth. He is an affiliate at the Institute of Arctic and Alpine Research at the University of Colorado, Boulder. Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap, and Jesse Jenkins, a professor of energy systems engineering at Princeton University. Jesse is off this week.Mentioned:Peter's book, The Story of CO2 Is the Story of EverythingLost City Hydrothermal FieldATP synthase in action--This episode of Shift Key is sponsored by …Hydrostor is building the future of energy with Advanced Compressed Air Energy Storage. Delivering clean, reliable power with 500-megawatt facilities sited on 100 acres, Hydrostor's energy storage projects are transforming the grid and creating thousands of American jobs. Learn more at hydrostor.ca.Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.

RBN Energy Blogcast
Climb Ev'ry Mountain, Encore Edition - WhiteWater Unveils Its Latest Permian-to-Gulf Project: Eiger Express Pipeline

RBN Energy Blogcast

Play Episode Listen Later Sep 1, 2025 12:43


The Mineral Rights Podcast: Mineral Rights | Royalties | Oil and Gas | Matt Sands
MRP 298: Sneak Preview of the 2025 NARO National Convention

The Mineral Rights Podcast: Mineral Rights | Royalties | Oil and Gas | Matt Sands

Play Episode Listen Later Aug 28, 2025 23:39


In this episode, we provide an exclusive sneak peek of the upcoming National Association of Royalty Owners (NARO) National Convention in Oklahoma City from September 30 to October 3, 2025. This year's event at the Omni Hotel promises to be a comprehensive educational experiences for mineral and royalty owners, featuring sessions on mineral valuation, advanced lease negotiation strategies, and emerging legal issues like pore space rights. This annual gathering offers mineral and royalty owners an unparalleled opportunity to accelerate their knowledge, network with fellow owners from across the country, and gain direct access to the industry's top legal minds and technical experts. The convention features an impressive lineup of educational sessions covering everything from basic mineral ownership fundamentals to sophisticated data-driven development techniques in major basins like the Appalachian and Permian. Beyond the classroom learning, the convention's networking receptions create lasting connections with like-minded mineral owners, industry professionals, and NARO board members who continue supporting your success long after the event ends. Many attendees report that the relationships formed at these conventions prove as valuable as the formal education. Time is running short - regular registration rates end September 16th, and the discounted hotel rate of $219 per night expires September 9th (extended). For new members looking to join the NARO community, use discount code "MRPODCAST" for $25 off an introductory membership, allowing you to register at the significantly lower member pricing and become part of this supportive nationwide network of mineral and royalty owners.  Links to become a member and register can be found in the show notes at mineralrightspodcast.com. Don't miss this opportunity to invest in your mineral management education and join hundreds of fellow owners who understand that knowledge truly is the key to maximizing the value of your mineral and royalty interests.

The Minerals and Royalties Podcast
The Evolving Role of a Landman w/ Kyle Reynolds - Managing Member of RBG Permian & President of AAPL

The Minerals and Royalties Podcast

Play Episode Listen Later Aug 28, 2025 44:08


Kyle Reynolds - Managing Member of RBG Permian and recently appointed President of AAPL joins the podcast to talk about the history of AAPL, the importance of Landmen in our industry, and how their roles will continue to evolve in the upcoming years.**Disclaimer: This podcast is meant for informational purposes only and does not constitute investment advice.A big thanks to our 3 Minerals & Royalties Podcast Sponsors:--Tracts: If you are interested in learning more about Tracts title related services and software, then please call 281-892-2096 or visit https://tracts.co/ to learn more.--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information--Farmers National Company: For more information on Farmer's land management services, please visit www.fncenergy.com or email energy@farmersnational.com