Permian Basin Earnings and Market Trends: “EFFICIENCY”

In episode 16 of the PetroNerds podcast Trisha Curtis and Ethan Bellamy discuss the market trends and themes taking place in the US upstream space, specifically the Permian Basin. They review the earnings calls of EOG Resources, Pioneer Natural Resources, Diamondback Energy, and Liberty Oilfield Services and put it all into a digestible market context and outlook. While concerns about higher services costs and inflation are present, efficiency gains such as longer laterals, faster drilling times, and faster and more efficient frac operations, and are a major theme throughout earnings season and have long term implications.

Share

You Might Also Be Interested In

Podcasts

Geopolitical Risk

Episode 102 of the PetroNerds podcast is a jam packed deep dive on the geopolitical landscape, China, and US shale. Trisha Curtis takes listeners on

Read More »
Podcasts

2024: Micro to Macro

Recorded on January 17, 2024 and November 9, 2023 Episode 100 of the PetroNerds podcast is your heavy hitting one stop shop for everything you

Read More »