Podcasts about Permian

 On this episode of The JB and Sandy Show, a passionate debate about Friday Night Lights turns into an unexpected love letter to Texas, high school football, and one of the most beloved television series ever created. When Tricia reveals that the show's 20th anniversary has inspired her to finally give it another chance, listeners jump in to help settle the debate. Is it truly that good? The response is passionate, emotional, and overwhelmingly convincing. Highlights from this episode include:JB explains why he believes Friday Night Lights ranks among the best television series ever made.Listeners share firsthand experiences that prove the show's portrayal of Texas football culture was incredibly accurate.

This week we welcome our first Belgian guest to the show: Belle Dividends (Kim). Kim's story starts almost by accident. In January 2022, after a failed attempt to become a crypto trader, he opened an account with Belgian broker Bolero and bought his first three stocks: AB InBev, Kinepolis and Umicore. A few years and a lot of YouTube and podcast listening later, he now runs a portfolio of 82 positions built around a simple goal: a 3% net dividend yield, even after Belgium's notoriously heavy dividend tax.In this episode Kim walks us through his investing journey, why dividend investing suited his personality more than growth or trading ever did, and how he deals with Belgian withholding tax (spoiler: UK stocks and a Legal & General dividend ETF both play a role). We also get into his interest in African equities, including his top position Helios Towers, plus Airtel Africa and DRC listed Texaf, and why he believes sub Saharan Africa's demographics make it one of the more interesting growth stories out there.Kim also shares the remarkable story of taking over his mother's finances after a dementia diagnosis, and how that led to a rapid, deliberate windfall investment that shaved more than a decade off his path to financial independence. We round things off with his thoughts on oil markets and macro trends, the tax friendly countries he's considering for the future, and a big batch of listener questions on portfolio strategy, UK renewable energy trusts, and more.Also in this episode: Derek and European DGI open with the Trump and FIFA controversy around the USA v Belgium match, and share an update on Greencoat UK Wind ahead of its July investor presentation.Kim's path from a frustrated would be crypto trader to an 82 position dividend portfolioNavigating Belgium's dividend tax and why she targets a 3% net yieldInvesting in Africa: Helios Towers, Airtel Africa and Texaf in the DRCTaking over his mother's finances and investing a large windfall with intentionHis macro view on oil, the Permian basin and the Iran conflictTax friendly countries on her radar for the future: Paraguay, Cyprus and GeorgiaListener questions on allocation strategy, ETFs, and UK renewable energy trusts like Greencoat UK WindWant deeper analysis, ad free episodes and more? Check out our premium service for €129 at dividendtalk.euWant to talk more about dividends and investing in general?Join the conversation in our community:Discord: https://discord.gg/xfS35ufm6HFacebook: https://www.facebook.com/groups/dividendtalkX (Twitter): https://x.com/European_DGI

For most of 2026, the story at the Waha hub in West Texas was a grim one of negative pricing, with Permian producers paying offtakers to clear out their natural gas. The narrative flipped in mid-June when Kinder Morgan's Gulf Coast Express Pipeline expansion came online, propelling prices back to positive territory. As the market balances the first in what is expected to be a massive wave of pipeline capacity additions against an evolving, gassier production mix, the big question remains: Has the notorious Permian boom-and-bust cycle finally met its match? In this episode of Hub & Flow, NGI sits down with East Daley Analytics Senior Director Jack Weixel to unpack the structural shifts redefining West Texas energy infrastructure. The conversation covers how systems, such as the Blackcomb and Matterhorn Express pipelines, are extending Waha's fuse, why skyrocketing data center demand and LNG expansions mean producers are suddenly “playing with house money,” and how a lack of storage infrastructure could still trigger regional operational chaos during a major Gulf Coast storm.

Today we were joined by three outstanding guests to discuss one of the biggest long-term opportunities and challenges facing the Permian Basin: produced water. We were thrilled to welcome Adrianne Lopez, Research and Development Manager at Texas Pacific Water Resources, along with Dr. Scott Tinker, Chairman of Switch Energy Alliance and Director Emeritus of the Bureau of Economic Geology at the University of Texas, and Derek Tinker, Founder of Agnostic Data Group. We appreciated hearing each of their perspectives on why produced water has become one of the defining issues for the future of the Permian, the technologies making large-scale desalination increasingly feasible, and how produced water could become a valuable resource for agriculture, power generation, AI infrastructure, and beyond. In our conversation, Scott explains the scale of the challenge, noting that the Permian now produces roughly 20 million barrels of water every day, with water-to-oil ratios continuing to increase across much of the basin. He outlines why disposing of that water through underground injection is becoming more difficult and more expensive, and argues that beneficial reuse represents one of the industry's largest untapped opportunities. Adrianne walks us through the science behind produced water, explaining why it is significantly more difficult to treat than seawater. She details Texas Pacific's work developing freeze desalination technology, the company's new 10,000-barrel-per-day demonstration facility, and why reaching commercial scale, alongside continued regulatory progress, will be critical to improving the economics of produced water desalination. We examine where this water could ultimately be used, from AI data centers and power generation to cotton production and land rehabilitation, and why collaboration between industry, regulators, and technology providers will be essential. We discuss the valuable minerals contained within produced water, including lithium, the role of AI and real-time monitoring in building public trust, and why transparent, independently verified water quality data are as essential as the treatment technology itself. Scott argues that the industry already has many of the technologies needed to move forward. The remaining challenge, he suggests, is creating the economic incentives and regulatory certainty needed to scale solutions that can reduce disposal volumes while creating entirely new sources of water for Texas. As disposal costs continue to rise and desalination costs decline with scale, he believes operators have an opportunity to address a growing operational challenge while reinforcing the industry's long-term position in the Permian. Mike Bradley opened the discussion by noting that market rotation has been the defining theme in recent trading. While Treasury yields moved modestly higher this week, investors are largely looking ahead to next week's CPI and PPI reports for potential market-moving data. Within equities, semiconductor stocks have pulled back sharply after leading the market for much of the year, while the Mag 7 have recently rebounded. In energy, the sector moved higher alongside a roughly $2/bbl increase in WTI crude to ~$70/bbl following renewed attacks on vessels transiting the Strait of Hormuz. Mike noted that oil markets appear to be pricing in a quick return to normal in the region, which may prove optimistic. He also highlighted that second-quarter earnings season begins in earnest during the week of July 20, with several oilfield services companies reporting results. U.S. natural gas prices strengthened on hotter summer weather, while European gas prices rose as below-normal inventories and geopolitical tensions supported the market. Mike concluded by highlighting the IEA's 3Q26 Gas Market Report, which projects global natural gas demand will decline 0.5% in 2026. Robby Kester also joined and added his technology perspective and questions throughout the conversation. We will be staying close to this topic and hope you find the conversation as useful and informative as we did. Our best to you all!

Doomberg stops by and drops some truth bombs around the cage. We cover his article for tomorrow and Friday and tee up his book. You can read all of Doomberg's articles on https://newsletter.doomberg.com/Doomberg stops by and drops some truth bombs around the cage. We cover his article for tomorrow and Friday and tee up his book. You can read all of Doomberg's articles on https://newsletter.doomberg.com/1. Sanctions Against Russia & Their IneffectivenessThe hosts discuss Doomberg's article "Treatment Resistant," which argues that sanctions against strong countries like Russia don't work as intended. They compare it to treating cancer—if you don't cure it, it comes back stronger. The EU's strategy of limiting Russian LNG exports while simultaneously importing Russian LNG is highlighted as contradictory and ineffective.2. EU Censorship & Free Speech ConcernsA significant portion focuses on European overreach in censorship, including a new European Court of Justice ruling that makes it illegal to even quote or critique Russian media. This threatens independent journalists and Substack creators, raising concerns about freedom of speech and the weaponization of sanctions enforcement.3. Ukraine War & Geopolitical StrategyThe conversation covers the ongoing conflict in Ukraine, including:Russian refinery damage from drone strikes and its actual impactThe importance of the land corridor to Crimea for RussiaCriticism of endless U.S. military involvement in foreign conflictsThe need for diplomatic talks between Trump, Putin, and Zelensky4. Energy Markets & Oil PricingDiscussion of current oil prices (~$68/barrel), refining capacity constraints, and the crack spread differences between Texas ($5) and California ($15). They debate whether oil will drop to $50 and discuss the role of NGLs (natural gas liquids) as an alternative hydrocarbon source.5. Peak Not Oil & NGL ProductionDoomberg presents the thesis that we're not running out of oil—instead, we're transitioning to abundant NGLs (propane, butane, ethane). U.S. NGL production is expected to cross 8 million barrels per day, offering cleaner-burning alternatives.6. NATO & U.S. Foreign PolicyCritical examination of:Article 5 obligations (e.g., defending Estonia)The Jones Act and its impact on energy pricesWhy the U.S. should focus on the Western Hemisphere rather than global conflictsThe dangers of nuclear proliferation resulting from military interventions7. California's Energy CrisisDiscussion of California's regulatory overreach, refinery closures, and how the temporary suspension of the Jones Act has helped provide cheaper energy to the state.8. Upcoming Doomberg Stories"Sources and Methods" (Friday) - Examining media bias and how to verify information in an age of AI and deepfakes"Blue Chips" (Tomorrow) - A gas-to-data project in the Permian involving Chevron, Microsoft, and GE9. Media Literacy & PropagandaThe hosts emphasize the importance of critical thinking, cross-referencing multiple sources (including alternative media), and understanding that major outlets like the Financial Times have biases and propaganda elements mixed with legitimate reporting.This episode is essentially a deep dive into energy geopolitics, the failures of Western sanctions policy, and the importance of independent analysis in an increasingly censored information landscape.Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Everybody thinks Kansas is flat, empty, and solid. They're wrong on all three, and the wrongest one is solid. Underneath a lot of that state sits a bed of Permian salt a quarter of a billion years old, and groundwater has been eating it away in the dark for longer than anyone's been around to notice, leaving hollow rooms that one day drop their ceilings and swallow a circle of pasture whole. That's the ground we drive across in this one.And that's where the story starts, because the monster is almost beside the point. The real horror here is the floor. Out past Inman, in McPherson County, there's a shallow drying pond the locals called the Big Sinkhole, and in the drought summer of nineteen fifty-two two young Mennonite fishermen watched something long and pale as thick around as an automobile tire come up out of water you could wade across. One of them put a twenty-two into it. It didn't care.The papers named it Sinkhole Sam, a satirist named Ernest Dewey buried it under a punchline about a made-up creature called the foopengerkle, and the joke got so loud that seventy years later nobody remembers there was ever anything under it worth taking seriously. We strip the joke off. We look at the thirty years of fishermen who saw it before it was funny, the tribal serpent warnings older than the town, the cattle that won't drink, the mud pushed down where nothing should push it, and the calf that got dragged into a lake fifty miles south in nineteen sixty-seven and never seen again.But the serpent isn't the only thing people meet out there, and the other thing doesn't stay in the water. It walks. It crosses roads, it stands at the tree line and watches, and it leaves the one thing Sam never has the decency to leave behind. Tracks. We follow the Kansas Bigfoot record from Old Sheff in eighteen sixty-nine, when sixty armed men chased a thing through Crawford County and couldn't bring themselves to shoot it because it looked too much like a man, all the way up to a seventeen-inch print pressed into a field north of Topeka last spring. Bowhunters, a retired cop, turkey hunters, a girl caught at dusk between the dark water on one side and the dark timber on the other, not sure to this day which one she was closer to, or whether they were ever really two separate things.Nearly four decades in the field and sixteen years behind a badge tell me not to buy the thirty-foot worm. They also tell me something is wrong with that water, and that the cattle agree with me. Ride along, keep your eyes on the low places, and whatever you do, don't stop at the bridge.Got a Kansas encounter of your own, at a sinkhole or in the timber? Write in. Every account we read on the show came from somebody who was tired of being laughed at.Have you experienced a Bigfoot sighting, Sasquatch encounter, Dogman experience, UFO sighting, or any unexplained cryptid or paranormal event deep in the woods? We want to hear your story.Email your encounter to brian@paranormalworldproductions.com for a chance to be featured on a future episode of Backwoods Bigfoot Stories.Backwoods Bigfoot Stories is a paranormal storytelling podcast featuring real Bigfoot encounters, Sasquatch sightings, Dogman reports, cryptid experiences, and true scary stories from the backwoods.Follow the show and turn on automatic downloads so you never miss a chilling encounter from the forest. Listen with the lights off… if you dare.

Beginning with primitive Cynodonts in the late Permian, we our evolutionary development through Mesozoic mammaliaforms, the divergence of monotremes from marsupials and placentals, and culiminating in the emergence of primates in the early Cenozoic. Along the way we discuss the emergence of important traits such as the mammalian ear and various primate adaptations for arboreal life. We then discuss the sequence of hominin species in the lead up to to humans, including Ardipithecus, Australopithecus, Homo erectus, and Neanderthals. We conclude with an analysis of the emergence of distinctive human traits, including bipedalism, encephalisation, and extensive tool use. Recommended pre-listening is Episode 161: Dinosaurs and Other Ancient Reptiles. If you enjoyed the podcast please consider supporting the show by making a PayPal donation or becoming a Patreon supporter. https://www.patreon.com/jamesfodor https://www.paypal.me/ScienceofEverything

What a great day when you can get a panel together with Steve Reese, President, Reese Energy Consulting, Kirk Edwards, President, Latigo Petroleum, and Kimberly Page with Reese Energy Consulting to cover the huge issues of the Strait of Hormuz, AI, natural gas, and Data Centers. 1. US Energy Independence & Global GeopoliticsThe panel emphasizes America's strategic advantage in energy production, particularly in contrast to struggling regions like Europe and Asia. They discuss how the Iran crisis has highlighted the vital importance of US oil and natural gas production, and how the US is well-positioned compared to other countries facing energy shortages.2. Natural Gas Markets & PricingA significant focus on natural gas dynamics, including:Regional price differences (Permian vs. Western Oklahoma vs. Waha)The potential for natural gas to lose its cyclical nature due to new demand sourcesEurope's critical storage situation (at 37% capacity when it should be at 51-61%)The arbitrage opportunity between domestic gas prices and LNG export prices (3x to 10x markup)3. Data Centers as a New Demand DriverThe panel discusses the emerging data center industry as a major new consumer of natural gas:Companies like Chevron, Exxon, Liberty Energy, and EQT entering the hyperscaler spaceConcerns about whether 30% of planned data centers will actually be builtThe importance of proper siting (Texas's approach vs. other states)Data centers' indifference to gas prices and their potential to consume 16-18 BCF/day4. LNG Export & International MarketsDiscussion of:LNG prices in Europe ($16-25 per unit)Steve Reese's involvement with American Gas Partners and a $5.5 billion acquisition effortThe shift from regional to global commodity marketsCompetition between data center demand and LNG export demand for natural gas5. Western Oklahoma & Permian Basin OperationsComparison of operating conditions:Western Oklahoma emerging as a "boom town" with better economicsLower service costs and better workforce quality in OklahomaNo seismicity or water disposal issues in OklahomaPermian's shift toward disciplined, shareholder-focused operations6. Strategic Petroleum Reserve (SPR) ConcernsCritical analysis of US SPR management:Cushing storage at operational minimum (19.5% capacity)Concerns about depleting strategic reservesThe contrast between US and China's SPR strategiesIssues with paper vs. physical oil pricing7. Infrastructure & Pipeline ChallengesDiscussion of:New pipeline construction needs (Transco repositioning)Gas routing from Waha to the Gulf CoastStargate data center's infrastructure requirementsThe need for new capacity to handle increased demand8. Renewable Energy vs. Fossil FuelsThe panel debates:The role of wind and solar with proper environmental vettingSubsidies and fair competitionThe reliability and predictability of natural gas vs. renewablesThe importance of energy density and fossil fuels' role in modern life9. Small Modular Reactors & Alternative EnergyDiscussion of nuclear energy's potential but current limitations:Still 5-7 years away from commercial viabilityNatural gas turbines remain the most reliable optionPotential use of military boneyard jet turbines as a solution10. Political & Regulatory EnvironmentCommentary on:The Trump administration's energy policiesConcerns about voting fraud and political dysfunctionSenator Ted Cruz's support for oil and gasCriticism of subsidies and calls for level playing field competitionThe need to maintain oil prices around $75/barrel11. Training & Workforce DevelopmentReese Energy Consulting's expansion of:Online Natural Gas Basics 101 courseRe-synergy training programsPreparing workers for industry transitions12. Operational Excellence in Oil & GasKirk Edwards' emphasis on:Discipline in drilling operationsShareholder returns over debt accumulationThe importance of field experience vs. private equity managementProper site selection for data centers and other infrastructureThe podcast presents a bullish outlook on US energy, particularly natural gas, driven by new demand from data centers and LNG exports, while emphasizing the need for proper policy support and infrastructure investment.Connect with Steve Reese on his LinkedIn here: https://www.linkedin.com/in/steve-reese-185a86/Connect with Kirk Edwards on his LinkedIn here: https://www.linkedin.com/in/kirk-edwards-99757412a/Connect with Kimberly Page on her LinkedIn here: https://www.linkedin.com/in/kimberly-page/Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

A Texas oilfield truck driver's typical day runs twelve to fourteen hours on duty, with up to eleven hours behind the wheel, multiple frac sand loads, and unpaid wellsite waits that cut into real earnings across the booming Permian Basin. To learn more, visit https://sisuenergyllc.com/texas-oil-field-truck-driver-typical-day/ Sisu Energy City: Fort Worth Address: 2400 Handley Ederville Rd Website: https://sisuenergyllc.com/ Phone: +1 817 717 1616 Email: Info@sisuenergyllc.com

Episode summary introduction: In this episode of The Sean Barnes Podcast, Sean Barnes breaks down what executive presence actually means, starting with why it's some of the most common and least helpful feedback leaders get on their way up. He argues that the suit, the tie, and a clean cut are just the baseline. Real executive presence is built on three things: clear communication that adapts to any room, the composure to stay calm when everything is on fire, and the certainty that comes from a track record of results. Sean shares how he learned to articulate his message to different audiences, from the boardroom to a wireline shop in the Permian, and why the leader who says less often owns the room. He closes with a self-assessment for leaders who want to be remembered in every room they walk out of.   Key Moments 00:00 The vague feedback every rising leader hears, and what executive presence actually means 00:53 Why the nice suit and tie are only the foundation 01:47 Communication skills: cutting filler words and articulating your message clearly 02:41 Adapting your message to every room and navigating up and down the chain of command 03:39 Staying calm and collected when the business is on fire 04:38 Saying less: say the one thing that matters, then stop 05:27 Certainty is the product: leading from confidence 06:24 What confidence really is, and why affirmations in the mirror didn't work 07:23 Operating from fear versus giving the work time, plus the value of a coach or mentor 08:23 A self-assessment, and how to study the leaders who command the room   Key Takeaways The basics are just the baseline. How you show up matters, but communication, composure, and certainty are what take you to the next level. Say less and stay calm. The leader who talks the least, and keeps the room steady in a crisis, is the one people remember. Over explaining reads as chasing validation. Confidence is earned, not affirmed. It comes from a stack of real results built over time and across different domains, not from pep talks in the mirror.   Podcast Show Notes – Episode 286 | 06.16.2026 Episode Title: Executive Presence for Leaders: Communication, Composure, and Certainty   Host: Sean Barnes Website: https://www.wolfexecutives.com   https://www.seanbarnes.com   LinkedIn: https://www.linkedin.com/in/seanbarnes/ https://www.linkedin.com/company/wolfexecutives https://www.linkedin.com/company/thewayofthewolf/ LinkedIn Newsletter: https://www.linkedin.com/newsletters/7284600567593684993/   Twitter: https://x.com/seanbarnes https://x.com/wolfexecutives   Instagram: https://www.instagram.com/the_seanbarnes https://www.instagram.com/wolfexecutives   TikTok: https://www.tiktok.com/@the_seanbarnes   Facebook: https://www.facebook.com/theseanbarnes

Methane is the second-most important greenhouse gas, after carbon dioxide. It has accounted for roughly 30% of human-induced global warming since the 19th century. But it is also a valued commodity, used to heat homes and cook food, provide raw materials for industry and keep the lights on. Every molecule leaked is energy wasted and money lost. The IEA estimates that about 200 billion cubic meters per year could be saved for productive uses by reducing leakage and flaring in the oil and gas industry. That is roughly one fifth of US supply, over a third of the global LNG trade, and nearly twice the volume exported through the Strait of Hormuz in 2025. Half of all abatement opportunities have a positive or zero net cost. The technology to cut emissions by 75% exists today. So why are methane emissions from oil and gas still so large?Host Ed Crooks is joined by TJ Conway, Principal at RMI's Climate Intelligence Program, to explore what it will take to tackle the problem. TJ walks through RMI's approach: first, better understanding where emissions are and how large they are, including the role of super emitters, sources above 100 kilograms per hour that can account for half of total leakage, and then driving change through market mechanisms, corporate engagement, finance, and capacity building. He then talks about the key issue for future methane emissions reductions: the demand side. Creating a functioning market for differentiated, lower-emissions gas requires that buyers, including utilities, industrial companies and hyperscales using gas-powered data centres, can credibly account for those purchases in their emissions inventories. That architecture is still being built.Ed and TJ also dig into the EU Methane Emissions Regulation, now entering its implementation phase ahead of methane intensity thresholds taking effect by 2030. The technical challenges are considerable: tracing emissions from source to importer through complex supply chains like the US pipeline network, where a single LNG cargo may blend gas from low-intensity offshore fields and high-intensity Permian basin production. RMI has proposed a hybrid traceability approach to solve those challenges. The episode also covers methane abatement finance. Financial institutions with climate goals are now often relucatant to invest in oil and gas operations, even for emissions reduction. RMI's Methane Finance Working Group, launched at COP28 alongside the Oil and Gas Decarbonisation Charter, has developed guidance for financing structures to overcome that obstacle. It aims to unlock financing to meet a need estimated at 100 to 200 billion dollars.TJ closes with an optimistic message: emissions remain stubbornly high, but the institutional infrastructure built over the past five years now provides the foundation for action. The goal remains a 75% reduction, and the tools exist to get there. Rocky Mountain Institute was founded during the energy crises of the 1970s, with a simple idea: better energy systems can deliver both economic and environmental benefits.Nearly 50 years later, that mission has never been more relevant. As businesses and governments navigate rising electricity demand, supply-chain uncertainty, and the push to decarbonize, RMI helps turn complex energy challenges into practical solutions.From grid modernization and industrial decarbonization to clean transportation and building efficiency, RMI works across sectors to accelerate the energy transition in ways that improve resilience, affordability, and energy security.Learn more at rmi.org.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Those giant pyramids of sand at every frac site exist for one reason, and it turns out the industry might be quietly running short on the good stuff. Curtis Wilie and Josh Johnson of Superior Energy Services break down how a coal byproduct called fly ash is shaking up the proppant game, why something three times finer than sand outperforms it, and how pulling forgotten barrels from legacy wells could matter more than drilling new ones. Plenty of analogies, zero shame about the dumb questions.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 00:00  Why there's sand everywhere on a frac site01:00  How hydraulic fracturing actually works04:00  River frac in the 1930s and the search for the right proppant06:00  The sand economy and a looming supply squeeze09:00  Where sand comes from and the Permian conveyor belt16:00  Meet EcoReach: fly ash instead of sand19:00  Lighter, stronger, finer, and how it travels farther21:00  Unlocking micro fractures and trillions of trapped barrels25:00  Sourcing ash from coal plants worldwide29:00  Walnut shells, steel balls, and other proppant experiments30:00  Skipping the blender and pumping at six barrels a minute33:00  Flowing like water and getting 90 percent of fluid back35:00  The floor jack analogy for frac initiation37:00  The godfather story and balancing the proppant triangle43:00  Who's adopting it and the case for refracshttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai

What a day on the EnergyNews Beat News Desk, we have 10 big stories for you, and as we were filming this, President Trump calls off the plans - wow, changed everything. David Blackmon's Energy Additions Stops by the Energy News Beat Stand Up as we used one of his stories on blackmon.substack.com.Make no mistakes, this war will end in one of two ways. World War III, or the Venezuelan-style controls on Iran, as they have shown themselves to be an untrustworthy neighbor and have murdered tens of thousands of their own citizens.As David and I were signing on to film the podcast, President Trump called off the strikes to take Kharg Island, and I am hoping this is to reposition assets and give some surprise to their capture. The oil markets dropped to $87. 94 for WTI, and this brings up the Paper trading versus the Physical delivery price of $140.1. Iran Geopolitical Crisis & Military StrategyThe hosts extensively discuss U.S.-Iran tensions, focusing on President Trump's shifting positions on military strikes and seizing Cargo Island. They analyze three phases of military action: (1) stabilizing oil prices by moving ships through the Strait of Hormuz, (2) degrading Iran's military capabilities, and (3) direct action inside Iran. A key point is that without “Venezuelan-style controls” on Iran's oil exports, hostile actors could profit significantly.2. Oil Markets & Strategic Petroleum Reserve (SPR)The podcast explores why physical oil prices exceed $140 while futures trade below $100. Key factors include China's reduced crude imports (4 million barrels/day reduction), alternative export routes bypassing the Strait of Hormuz (7-10 million barrels/day), and tanker truck alternatives. Critically, they warn that the U.S. SPR is dangerously low—only 6.1 weeks away from the safe operational level of 300 million barrels.3. Global Energy Infrastructure & Pipeline DevelopmentMultiple countries are building alternatives to the Strait of Hormuz to reduce Iran's leverage. Kuwait is negotiating pipelines with Saudi Arabia and UAE. Japan signed a major LNG deal. This reflects a broader theme: the world is reducing dependence on chokepoints Iran controls.4. U.S. Energy Policy & Data CentersGovernor Abbott's directive requires data centers in Texas to fund their own electrical infrastructure, protecting the grid. Texas is becoming the data center capital (second only to Virginia), with massive natural gas reserves in the Permian Basin to support expansion.5. Natural Gas Pipeline ExpansionKendra Morgan's Gulf Express pipeline expansion will come online soon, preventing flaring and enabling 4.5 BCF of new Permian outbound capacity by 2026—a significant development for energy markets.6. Banking & Investment in Fossil FuelsThe world's 65 largest banks invested $906 billion in fossil fuels in 2025, with the Iran conflict expected to escalate exploration, production, and energy security spending. The ordering of 250 supertankers signals long-term confidence in oil demand.7. Political Concerns & Congressional DysfunctionWe express frustration with President Trump's inconsistent messaging on Iran policy and criticize Congress for its lack of support, calling for primary challenges against most incumbents.All of these stories are on the Energy News Beat website - the World's Best Podcast Show Notes. 1.Trump: US Will 'Assume Total Control' Of Iran's Oil Infrastructure2.President Trump Announces Plans to Strike Iran Again and Take Control of Kharg Island, Echoing Venezuelan-Style Oil Controls3.Why Oil Is Still Below $100 a Barrel When Physical Oil Is Over $1404.The Tale of Two SPRs and Different Uses: US and China Navigate the Iran War Supply Shock5.Full Story on the Downed Apache – Part of Getting 22 Tankers through the Gulf6.Kuwait Oil Chief Seeks Pipeline Alternatives to Skirt Hormuz7.Japan Inks Major LNG Deal as Energy Markets Focus Away from Hormuz8.Texas Gov. Abbott Directs PUC and ERCOT to Shield Texans from Data Center and Infrastructure Costs9.Kinder Morgan's Gulf Coast Express Expansion About to Come On Line – And It Will Impact More Than Natural Gas Prices10.World's 65 Biggest Banks Pumped $906 Billion Into Fossil Fuels in 2025. The Iran War will escalate exploration and production, pipelines, and energy security spending and financing.Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

There's an interesting aspect to the buildout of new Permian gas processing capacity, NGL pipelines, fractionators and NGL export terminals, namely that virtually all of the projects are being undertaken by midstream companies that handle NGLs along their entire value chain, from wellhead to water.

AI gets all the headlines, but the data centers behind it don't run without fuel. Natural gas is a huge part of that story, and so is the land underneath it. Peter Snell, founder and CEO of PetroVybe, joins Brent and Khalil to explain how he's building a natural gas company designed for the AI era from the ground up.They dig into why so much Permian gas stays trapped, why PetroVybe operates where the infrastructure already exists, and how a 10-year asset strategy gets built one acquisition at a time. Peter also breaks down how landmen can use AI as a daily planning tool, what data center developers keep getting wrong about mineral rights and right of way, and why planning for failure is part of the model. It's a practical look at where energy, technology, and land work all meet.Key Timestamps01:06 - Why Data Centers Matter04:12 - PetroVybe Origin Story08:02 - Permian Gas Bottlenecks15:40 - Building a 10-Year Asset Base20:14 - AI Limits and Landman Playbook32:32 - Data Centers Land Pitfalls40:42 - Ten-Year Pivots And Stewardship47:01 - AI Future Trades Wrap UpMemorable Quotes"AI centers don't exist without fuel, and I think that's often missed in the public eye." — Peter"AI's not here to take your job. AI's here to make your job easier so we can do more with you and not hire five more landmen." — Peter"A landman is not going anywhere." — Brent"Get comfortable with being uncomfortable with learning about those new things." — PeterKey TakeawaysAI data centers run on natural gas. The public conversation focuses on AI capabilities, but the compute can't run without fuel. Natural gas is core to powering the buildout, and that puts land and mineral work at the center of the story.The Permian has gas, but it's trapped. The infrastructure is built for oil, not gas, so much of the supply can't reach market profitably. PetroVybe operates in South and East Texas where the takeaway capacity actually exists.East Texas land is a people business. Heirship, complicated title, smaller parcels, and hundreds of mineral owners per project make East Texas a different challenge than the contract-driven Permian. That complexity is exactly where landmen add value.Landmen can use AI as a daily planning tool. Feed Claude or ChatGPT your local context, test it against the macro trends, and build a 30-day, 12-month, and 24-month plan. The goal is to understand the connection points, not become an expert in everything.Data center developers keep skipping the land work. Sites get bought without checking mineral exposure, interconnection queue status, or right of way. The deal looks easy until the dirt underneath turns into a problem.About Our GuestPeter Snell is the founder and CEO of PetroVybe, a natural gas development company built for the AI era. After more than a decade as a management consultant and business fixer, Peter moved into oil and gas and now leads a team focused on natural gas, long-term investor protection, and biblical stewardship.Help us improve our podcast! Share your thoughts in our quick survey.Resources⁠⁠PBLA ⁠⁠(Permian Basin Landmen's Association)⁠⁠Texas Tech University Energy Commerce Program⁠⁠Need Help With A Project? ⁠⁠Meet With Dudley⁠⁠Need Help with Staffing? Connect with ⁠⁠Dudley Staffing⁠⁠Streamline Your Title Process with ⁠⁠Dudley Select Title⁠⁠Watch On ⁠⁠YouTube⁠⁠Follow Dudley Land Co. On ⁠⁠LinkedIn⁠⁠Have Questions? ⁠⁠Email us⁠⁠More From Our GuestPeter Snell, Founder & CEO of ⁠PetroVybe⁠Connect with ⁠Peter on LinkedIn⁠More from Our Hosts⁠⁠Brent⁠⁠ on LinkedIn⁠Khalil ⁠⁠on LinkedIn

This episode we are joined by Mr. Kaes Van't Hof - CEO of Diamondback Energy  & Viper Energy - two NASDAQ listed energy companies with market caps of ~$60 billion & ~$16 billion respectively. Mr. Van't Hof has served as the Chief Executive Officer and as a director of Diamondback since May 2025. Prior to his current position, he served as our President from February 2025 to May 2025, President and Chief Financial Officer from February 2022 to February 2025, Chief Financial Officer and Executive Vice President of Business Development from February 2019 to February 2022, as Senior Vice President of Strategy and Corporate Development from January 2017 to February 2019 and as our Vice President of Strategy and Corporate Development since joining us in July 2016. Mr. Van't Hof has served as Chief Executive Officer of Viper since February 2025, and as a director of Viper since November 2023. Before joining Diamondback and Viper, Mr. Van't Hof served as Chief Executive Officer for Bison Drilling and Field Services from September 2012 to June 2016. From August 2011 to August 2012, Mr. Van't Hof was an analyst for Wexford Capital, LP responsible for developing operating models and business plans, including for our initial public offering, and before that worked for the Investment Banking - Financial Institutions Group of Citigroup Global Markets, Inc. from February 2010 to July 2011. Mr. Van't Hof was a professional tennis player from May 2008 to January 2010. Mr. Van't Hof received a Bachelor of Science in Accounting and Business Administration from the University of Southern California. Among other things we learned about Shale 2.0: Disciplined Permian Growth. Enjoy. Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsWarren ValveBunch Projects-*This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions.Support the show

The rapid buildout of Permian gas processing plants and other NGL-related infrastructure in Texas and southeastern New Mexico isn't just continuing, it's accelerating. In today's RBN blog, we discuss the latest project announcements and why gas and NGL production in the Permian are still rising.

A survey of extinct animal species from the Permian through the Cretaceous periods. We discuss important differences between anapsids, synapsids, and diapsids, and then review diverse species from all groups, including pelycosaurs, therapsids, parareptiles, euryapsids, pterosaurs, pseudosuchia, and dinosaurs. We also consider aspects including bipedal gait, endothermy, gigantism, and the cause of the end Cretaceous mass extinction. Recommended pre-listening is Episode 160: The Evolution of Animals. If you enjoyed the podcast please consider supporting the show by making a PayPal donation or becoming a Patreon supporter. https://www.patreon.com/jamesfodor https://www.paypal.me/ScienceofEverything

The competition for upstream assets in the Permian is fierce. It's a different story in the Anadarko, where production has been flat and some larger E&Ps have been exiting. But there's been a lot of big-money M&A in the Anadarko lately, most for steady-as-she-goes production assets at reasonable prices.

As part of the Future of Texas series in partnership with Texas 2036, this episode explores the region powering not just Texas — but increasingly the global economy: the Permian Basin. Through the Future of Texas podcast series, Texas 2036 brings together diverse perspectives as we explore the opportunities and challenges facing our state over the next ten years. The views expressed in this program are those of the individual speakers and do not necessarily reflect the views of Texas 2036, its staff or its Board of Directors. Host Brad Swail is joined by Tracee Bentley, President and CEO of the Permian Strategic Partnership, and Jordan Wat, Director of Government Affairs at Texas 2036, for a wide-ranging conversation about the future of energy, workforce growth, infrastructure, and community development in West Texas. The discussion begins with a striking reality: if the Permian Basin were its own country, it would rank as the fourth-largest energy producer in the world — behind only Russia, Saudi Arabia, and Iran. But this conversation goes far beyond oil production alone. Bentley and Wat explain how the Permian Basin has become one of the most strategically important economic regions in the United States, supporting everything from electricity reliability and manufacturing to public education funding and technological innovation. The discussion covers: • Why the Permian Basin produces more than 50% of U.S. oil and gas • How drilling technology and AI transformed energy production • Why Texas energy production continues hitting record levels • The growing electricity demand driven by AI and data centers • Pipeline, transmission, and grid infrastructure bottlenecks • Natural gas, LNG, and Texas grid reliability after Winter Storm Uri • The role of the Permian in stabilizing global energy markets • Workforce shortages and the need for 176,000 additional workers by 2040 • Housing affordability challenges in Midland and Odessa • Health care access and specialty care shortages in West Texas • Water scarcity, produced water, and future recycling technologies • Career and technical education investments tied to workforce needs • Why literacy and workforce readiness remain major long-term concerns The episode also highlights how public-private partnerships are reshaping the region. Bentley explains how the Permian Strategic Partnership has invested more than $200 million into infrastructure, education, workforce development, and health care — leveraging those investments into billions more through state and federal collaboration. A major takeaway is that the future of the Permian Basin is no longer just an “energy story.” It is increasingly a story about building sustainable communities capable of supporting long-term economic growth. Looking toward 2036, both guests argue that Texas' continued success depends on whether the state can match energy growth with investments in roads, schools, workforce training, housing, water infrastructure, and grid reliability. The message is clear: the future of Texas is deeply tied to the future of the Permian Basin. 00:00 — Intro + Future of Energy overview 01:35 — Why the Permian Basin matters globally 03:22 — Record energy production and drilling technology 05:04 — Jobs, workforce growth, and the Texas economy 07:18 — Education funding and workforce pipelines 09:09 — Innovation, AI, and modern energy production 13:26 — Electricity demand, LNG, and grid reliability 16:24 — Infrastructure bottlenecks and pipeline capacity 22:04 — Global energy markets and the Permian's role 25:15 — Community life in Midland and Odessa 26:57 — Roads, schools, healthcare, and housing challenges 32:32 — Career training and workforce development 35:33 — Public-private partnerships and long-term planning 37:42 — Literacy, workforce readiness, and recruitment 45:06 — Water challenges and produced water innovation 47:22 — Looking toward 2036 + closing thoughts Watch Full-Length Interviews: https://www.youtube.com/@TexasTalks

Shell's plan to acquire Western Canadian E&P ARC Resources Ltd. affirms the global energy giant's new strategic focus, enhances the prospects for Phase 2 of LNG Canada, and supports the view that the Montney Shale may be replacing the Permian as the epicenter of oil and gas M&A.

PODCAST LAS NOTICIAS CON CALLE DE 29 DE ABRIL DE 2026 - Se perdió el dinero de Isla Ratones y su reconstrucción - Primera Hora Petróleo sube a 103 el de USA y 115 el Brent Senado investigará fondos de ASES - El Vocero PR ya pagó el auspicio a Miss Universe para que se haga en PR y terminó siendo 8.7 millones - El Vocero Gobernadora dice que no hay delito en caso de la secretaria de la Familia - El Nuevo DíaNormal el pago a muertos en el Cupones - El Nuevo Día No hay garantías de que se termine la canalización del Río Piedras - El Nuevo Día La Junta paraliza el aumento de sueldo a enfermeras - El Nuevo Día Quitarían congresista boricua en Florida - El Nuevo Día Eliminan querella contra Héctor Vázquez Muñiz - El Nuevo Día Trump mantiene el bloqueo naval contra Irán y oil sigue subiendo - WSJ Brent subió otra vez (+2.8%) y un analista de Kpler dice que si esto sigue, puede llegar a $125 el barrilCaso Politank: Mellado confirma que va a Justicia - Noticentro Republicanos  están preparando una propuesta para recortar el impuesto a capital gains lo cual quita atractivo de la ley 22 en PR - Bloomberg UPR afecta la beca Pell dice la presidenta ante huelga - Primera Hora Investigación del Senado contra secretaria de la familia - El Vocero Sagardía entrega info contributiva y dice que confía en el Senado - El Vocero 5 de mayo comienza nueva tarifa de lanchas de Vieques/Culebra - El Vocero Estados Unidos quiere destruir el petróleo de Irán para obligarlos a negociar - Oil Price Big Tech reporta hoy si hay funcionado los 600 billones invertidos en tech y Ai - Economist Musk vs. Altman: arranca el juicio del añoOtra vez acusan a ex jefe del FBI ahora por desear la muerte a Trump - Polymarket Hoy Powell preside su última reunión del FedEn el Permian Basin de Texas, los productores literalmente pagan a los compradores para que se lleven el gas natural — los precios están en territorio negativo. Hay tanto gas que la tubería no da abasto. Mientras tanto, en Asia y Europa, países están racionando combustible por la guerra de Irán. EE.UU. flotando en gas que no puede mover, y el resto del mundo pagando precios récord. Es la imagen más perfecta del 2026: la abundancia atrapada al lado de la escasez global - Bloomberg Oye, se acerca otra temporada de regalos con el Día de las Madres… y te la voy a poner fácil. En T-Mobile tienes todo en un mismo lugar: teléfonos, tablets, smartwatches y accesorios. ¿Y lo mejor? Ni tienes que salir de tu casa. Lo pides desde el app de T-Life o llamando al 1-800-TMOBILE. Y si quieres sacarle más provecho, te cambias o activas una línea nueva y aprovechas las ofertas que tienen corriendo. Porque regalar bien no es gastar más… es saber dónde buscar. Entra hoy a T-Life o llama al 1-800-TMOBILE y resuelve ese regalo hoy mismo.LOS DATOS DEL DÍA• Brent crudo: $111.26/barril (+2.8%) — quinto día consecutivo al alza• WTI crudo: $103.36/barril (+3.4%)• Diésel mayorista (EE.UU.): ~$3.96/galón• S&P 500: 7,138.80 (-0.4%)• Dow Jones: 49,141.93 (-0.05%)• Bono 10Y del Tesoro: 4.35%• Euro/USD: 1.1698 (-0.20%)• Gas natural (Henry Hub): ~$5.10/MMBtu — pero en el Permian sigue NEGATIVO (productores pagando para que se lo lleven)• Tasa hipotecaria 30Y: 6.35%Incluye auspicio

Global oil markets have faced historic disruption since the Iran war began in February. The FT's Jamie Smyth speaks with shale pioneer Scott Sheffield and his son Bryan about energy security and why the crisis could reshape the future for oil and gas. Mentioned in this podcast:Trump administration urges US oil bosses to increase drillingFracking pioneers look overseas as US shale revolution goes global ‘As big as Saudi Arabia': the Permian oilman who sold Pioneer to Exxon Note: The FT does not use generative AI to voice its podcasts This episode was hosted and produced by Michela Tindera. It was edited by Victoria Craig. Our show was mixed by Sam Giovinco. Additional help from Gavin Kallman. Our executive producer is Topher Forhecz. Cheryl Brumley is the FT's Global Head of Audio. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

A combination of new natural gas takeaway capacity out of the Permian, rising feedgas demand from LNG export terminals and stronger gas prices at the Waha Hub will support a steady increase in associated gas production. But an important question looms: Will there be enough gas processing capacity?

Permian wells are churning out 22 Bcf/d of residue natural gas, but for many producers that gas abundance is a hindrance. A persistent shortfall in takeaway capacity has made negative prices at Waha an all-too-regular thing. But the situation will soon be changing for the much-better.

The 11th Congressional District is one of those wildly gerrymandered and gigantic slices of Texas designed to amplify GOP power in rural areas while diminishing the more progressive voices in our urban areas - in this case, stretching from the Permian oil patch all the way through north Austin and Pflugerville. Just so happens, the long-time GOP nominee is August Pfluger, a lockstep Trump puppet who has gone without a challenger in his last two elections - but not this year. Claire Reynolds is an Austin attorney and part-time Terlingua desert dweller who's standing up as part of an historic statewide stand by Texas Democrats, looking to bring needed change and improvement to the lives of ALL of CD-11's wide range of communities.Learn more about Claire Reynolds and her campaign at https://www.clairereynoldsforcongress.org/.Thanks for listening! Learn more about Progress Texas and how you can support our ongoing work at https://progresstexas.org/.

A regulatory topic that had long been very backburner — the so-called “311” transportation of natural gas — is suddenly front and center because it applies to the slew of new, mostly intrastate pipelines that have been built across Texas to get Permian gas to LNG terminals on the Texas and Louisiana coasts.

In this episode we talk about boy movies, Vietnamese leg injuries, the Permian period, bullet sashes, Youtube, and Indy recommends the awkward, funny, and at times transcendent reality show Nathan For You, Samantha recommends the harrowing memoir The House of My Mother: A Daughter's Quest for Freedom by Shari Franke, and we preview next week's film, the Stanley Kubrick Vietnam war movie Full Metal Jacket.    I Love This You Should Too is hosted by Samantha and Indy Randhawa   Nathan for You is an American satirical docu-reality comedy television series starring Canadian comedian Nathan Fielder. The series was created by Fielder and Michael Koman and premiered on February 28, 2013, on the American cable television network Comedy Central. The series is based upon the premise of Fielder, playing a fictionalized, off-kilter version of himself, trying to use his business background and life experiences to help struggling companies and people, frequently offering them outlandish and prohibitively expensive strategies, parodying the methods of marketing and management consultants. The House of My Mother: A Daughter's Quest for Freedom From eldest daughter Shari Franke, the shocking true story behind the viral 8 Passengers family vlog and the hidden abuse she suffered at the hands of her mother, and how, in the face of unimaginable pain, she found freedom and healing. Full Metal Jacket is a 1987 war film directed and produced by Stanley Kubrick from a screenplay he co-wrote with Michael Herr and Gustav Hasford. The film is based on Hasford's 1979 autobiographical novel The Short-Timers. It stars Matthew Modine, R. Lee Ermey, Vincent D'Onofrio, Adam Baldwin, Dorian Harewood, and Arliss Howard.

At THRIVE 2026, Bill Austin sat down with Matt Wilks of ProFrac to discuss the current state of the U.S. completions market and how operators are thinking about the next phase of shale development. A key theme was the underlying tightness in pressure pumping capacity following years of fleet attrition, with the market appearing stable but lacking meaningful spare capacity. Wilks also highlighted a shift back toward recovery and well performance as efficiency gains begin to plateau, with increased focus on data, automation, and closed-loop fracturing to improve stage quality and consistency. The conversation also explored how new Permian gas takeaway capacity could unlock additional inventory and support higher activity levels into the second half of 2026.

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.

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.

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

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.

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.

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 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. 

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.