Nissa Darbonne
@nissadarbonne.bsky.social
Nissa Darbonne, author of The American Shales (http://a.co/cL8Fx7u), is executive editor-at-large for Oil and Gas Investor magazine, a Hart Energy publication. HartEnergy.com
icymi. Former Eagle Ford and Austin Chalk producer Craig Perry is planning a SPAC to what he expects will likely buy in energy, financial technology, real estate or general tech areas.
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Ex-Eagle Ford, Austin Chalk Operator Plans SPAC
Former Eagle Ford and Austin Chalk producer Craig Perry’s planned SPAC expects to buy in the energy, financial technology, real estate or general tech areas, according to an SEC filing.
www.hartenergy.com
September 1, 2025 at 7:16 PM
icymi. Former Eagle Ford and Austin Chalk producer Craig Perry is planning a SPAC to what he expects will likely buy in energy, financial technology, real estate or general tech areas.
www.hartenergy.com/exclusives/e...
www.hartenergy.com/exclusives/e...
icymi. USEDC's Delaware Basin acquisition in March was the former Concho Resources' North Harpoon property from ConocoPhillips. The seller hadn’t been disclosed previously.
www.hartenergy.com/exclusives/u...
www.hartenergy.com/exclusives/u...
USEDC Gives up Details on Delaware Deal With ConocoPhillips
The seller of the Delaware Basin leasehold to U.S. Energy Development Corp., revealed to be what was Concho Resources’ North Harpoon play area, hadn’t been disclosed previously.
www.hartenergy.com
September 1, 2025 at 7:15 PM
icymi. USEDC's Delaware Basin acquisition in March was the former Concho Resources' North Harpoon property from ConocoPhillips. The seller hadn’t been disclosed previously.
www.hartenergy.com/exclusives/u...
www.hartenergy.com/exclusives/u...
icymi. Delaware Basin-focused WaterBridge Infrastructure plans to IPO, following sibling LandBridge’s successful IPO in 2024.
www.hartenergy.com/exclusives/d...
www.hartenergy.com/exclusives/d...
www.hartenergy.com
September 1, 2025 at 7:11 PM
icymi. Delaware Basin-focused WaterBridge Infrastructure plans to IPO, following sibling LandBridge’s successful IPO in 2024.
www.hartenergy.com/exclusives/d...
www.hartenergy.com/exclusives/d...
icymi. One of the Permian Basin’s largest private minerals owners wants all this “peak Permian” talk to stop.
“In our view, this is a misguided conclusion,” Tyler Glover, Texas Pacific Land president and CEO, said.
www.hartenergy.com/exclusives/m...
“In our view, this is a misguided conclusion,” Tyler Glover, Texas Pacific Land president and CEO, said.
www.hartenergy.com/exclusives/m...
Minerals Insider: Peak Permian ‘a Misguided Conclusion’
Headwinds? Sure, but the Permian Basin’s vast reserves are nowhere near depleted.
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September 1, 2025 at 7:09 PM
icymi. One of the Permian Basin’s largest private minerals owners wants all this “peak Permian” talk to stop.
“In our view, this is a misguided conclusion,” Tyler Glover, Texas Pacific Land president and CEO, said.
www.hartenergy.com/exclusives/m...
“In our view, this is a misguided conclusion,” Tyler Glover, Texas Pacific Land president and CEO, said.
www.hartenergy.com/exclusives/m...
icymi. Combined, EOG Resources' and Encino Energy’s second quarter combined output from Ohio's oily Utica was more than 80,000 bbl/d or 64% of total Ohio horizontal oil output, according to newly released state data.
www.hartenergy.com/exclusives/e...
www.hartenergy.com/exclusives/e...
EOG’s Encino Energy Made Ohio’s Top 15 Oil Wells in 2Q
EOG Resources bought the oily Ohio Utica’s top producer Encino Energy Aug. 1. Combined, EOG and Encino’s second quarter combined output from the play was more than 80,000 bbl/d, according to newly rel...
www.hartenergy.com
September 1, 2025 at 7:06 PM
icymi. Combined, EOG Resources' and Encino Energy’s second quarter combined output from Ohio's oily Utica was more than 80,000 bbl/d or 64% of total Ohio horizontal oil output, according to newly released state data.
www.hartenergy.com/exclusives/e...
www.hartenergy.com/exclusives/e...
icymi. The horizontal Yeso in New Mexico and San Andres in Texas break even in the low $30s, Riley Permian’s CFO told EnerCom Denver investment symposium attendees.
www.hartenergy.com/exclusives/r...
www.hartenergy.com/exclusives/r...
Riley Permian: NW Shelf Stacks up to Best of Midland, Delaware
The horizontal Yeso in New Mexico and San Andres in Texas break even in the low $30s, Riley Permian’s CFO told EnerCom Denver investment symposium attendees.
www.hartenergy.com
September 1, 2025 at 7:03 PM
icymi. The horizontal Yeso in New Mexico and San Andres in Texas break even in the low $30s, Riley Permian’s CFO told EnerCom Denver investment symposium attendees.
www.hartenergy.com/exclusives/r...
www.hartenergy.com/exclusives/r...
icymi. In the oily Barnett in the Permian Basin, “Double Eagle V is out there leasing,” Andrew Williamson, Epsilon Energy’s CFO, told EnerCom Denver investment symposium attendees Aug. 19.
www.hartenergy.com/exclusives/d...
www.hartenergy.com/exclusives/d...
Double Eagle V Buying Leasehold in Oily Barnett Permian Play
“Double Eagle V is out there leasing,” Andrew Williamson, Epsilon Energy’s CFO, told EnerCom Denver investment symposium attendees Aug. 19.
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September 1, 2025 at 7:01 PM
icymi. In the oily Barnett in the Permian Basin, “Double Eagle V is out there leasing,” Andrew Williamson, Epsilon Energy’s CFO, told EnerCom Denver investment symposium attendees Aug. 19.
www.hartenergy.com/exclusives/d...
www.hartenergy.com/exclusives/d...
icymi. News of Prairie Operating’s production shortfall on Aug. 12 crushed its stock from $3.57 to as low as $2.18 as Ed Kovalik, chairman and CEO, began to address attendees Aug. 19 at the EnerCom Denver energy investment conference.
www.hartenergy.com/exclusives/p...
www.hartenergy.com/exclusives/p...
Prairie E&P Stock Falls as CEO Addresses Market ‘Confusion’
News of Prairie Operating’s production shortfall on Aug. 12 crushed its stock from $3.57 to as low as $2.18 as Ed Kovalik, chairman and CEO, began to address attendees Aug. 19 at the EnerCom Denver en...
www.hartenergy.com
September 1, 2025 at 7:00 PM
icymi. News of Prairie Operating’s production shortfall on Aug. 12 crushed its stock from $3.57 to as low as $2.18 as Ed Kovalik, chairman and CEO, began to address attendees Aug. 19 at the EnerCom Denver energy investment conference.
www.hartenergy.com/exclusives/p...
www.hartenergy.com/exclusives/p...
icymi. The energy value chain has seen too little investment in “the past several years, exacerbated by limited access to capital markets,” Charlie Leykum, Talon Capital Corp. chairman and CEO, said in an SEC filing for the SPAC.
www.hartenergy.com/exclusives/o...
www.hartenergy.com/exclusives/o...
OFS Financier Leykum Plans Blank Check Co. Talon Capital
The energy value chain has seen too little investment in “the past several years, exacerbated by limited access to capital markets,” Charlie Leykum, Talon’s chairman and CEO, said in an SEC filing for...
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September 1, 2025 at 6:57 PM
icymi. The energy value chain has seen too little investment in “the past several years, exacerbated by limited access to capital markets,” Charlie Leykum, Talon Capital Corp. chairman and CEO, said in an SEC filing for the SPAC.
www.hartenergy.com/exclusives/o...
www.hartenergy.com/exclusives/o...
icymi. The “haves” are those that have invested in scale, data collection and infrastructure to lower their break-evens, EOG Resources Chairman and CEO Ezra Yacob told investors.
www.hartenergy.com/exclusives/e...
www.hartenergy.com/exclusives/e...
EOG Chief: Sub-$70 Oil Unmasking E&P ‘Haves and Have Nots’
The “haves” are those that have invested in scale, data collection and infrastructure to lower their break-evens, EOG Resources Chairman and CEO Ezra Yacob told investors.
www.hartenergy.com
September 1, 2025 at 6:55 PM
icymi. The “haves” are those that have invested in scale, data collection and infrastructure to lower their break-evens, EOG Resources Chairman and CEO Ezra Yacob told investors.
www.hartenergy.com/exclusives/e...
www.hartenergy.com/exclusives/e...
icymi. “It would have to be oil prices perhaps with a $50 handle that would make us make a meaningful shift,” Jeff Fisher, Ascent Resources chairman and CEO, said.
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www.hartenergy.com/exclusives/u...
Utica Oil: Ascent Resources Sticking to D&C Pace at Sub-$70 WTI
“It would have to be oil prices perhaps with a $50 handle that would make us make a meaningful shift,” Jeff Fisher, Ascent Resources chairman and CEO, said.
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September 1, 2025 at 6:48 PM
icymi. “It would have to be oil prices perhaps with a $50 handle that would make us make a meaningful shift,” Jeff Fisher, Ascent Resources chairman and CEO, said.
www.hartenergy.com/exclusives/u...
www.hartenergy.com/exclusives/u...
icymi. PDP consolidator Diversified Energy is getting top dollar for its non-PDP carve-outs and newly reduced prices for acquisitions, it said in an investor call.
www.hartenergy.com/exclusives/d...
www.hartenergy.com/exclusives/d...
Diversified Energy Has Lower 48 Property Coming, Going
PDP consolidator Diversified Energy is getting top dollar for its non-PDP carve-outs and newly reduced prices for acquisitions, it said in an investor call.
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September 1, 2025 at 6:47 PM
icymi. PDP consolidator Diversified Energy is getting top dollar for its non-PDP carve-outs and newly reduced prices for acquisitions, it said in an investor call.
www.hartenergy.com/exclusives/d...
www.hartenergy.com/exclusives/d...
Stock-for-acres buyer Permian Resources has won investment-grade status on its long-term debt from Fitch Ratings, a gold stamp rare for E&Ps as their assets are in a perpetual state of diminishment.
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www.hartenergy.com/exclusives/b...
Big Delaware Vaulter Permian Resources Wins Fitch Ratings Gold
The stock-weighted acquisition currency Permian Resources uses is in contrast to its former BB-rated peers—and some of its investment grade-rated peers—"who have shifted to mostly debt-funded, leverag...
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August 3, 2025 at 4:55 PM
Stock-for-acres buyer Permian Resources has won investment-grade status on its long-term debt from Fitch Ratings, a gold stamp rare for E&Ps as their assets are in a perpetual state of diminishment.
www.hartenergy.com/exclusives/b...
www.hartenergy.com/exclusives/b...
Comstock Resources is looking to sell some of its 302,000 net legacy Haynesville Shale acres to reduce debt, while it grows its new, 524,000-net-acre, mega-Bcf, far western Haynesville wildcat play.
www.hartenergy.com/exclusives/c...
www.hartenergy.com/exclusives/c...
Comstock May Sell in East Texas Haynesville’s Angelina River Trend
Looking to sell some of its 302,000 net legacy Haynesville acres, Comstock Resources CEO Jay Allison responded to an analyst's speculation that the Angelina River Trend could be a divestiture candidat...
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August 3, 2025 at 4:53 PM
Comstock Resources is looking to sell some of its 302,000 net legacy Haynesville Shale acres to reduce debt, while it grows its new, 524,000-net-acre, mega-Bcf, far western Haynesville wildcat play.
www.hartenergy.com/exclusives/c...
www.hartenergy.com/exclusives/c...
Peak Resources formally canceled its IPO plan with the SEC on July 25. “The market moved away from us with crude oil. The market guys [at Peak] said, ‘It’s not the time,’” Peak founder and CEO Jack Vaughn told Hart Energy.
www.hartenergy.com/exclusives/j...
www.hartenergy.com/exclusives/j...
Jack Vaughn’s Peak Resources Withdraws Powder River IPO Plan
Peak Resources formally canceled its IPO plan with the SEC on July 25. “The market moved away from us with crude oil. The market guys [at Peak] said, ‘It’s not the time,’” Peak Resources’ Founder and ...
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August 3, 2025 at 4:51 PM
Peak Resources formally canceled its IPO plan with the SEC on July 25. “The market moved away from us with crude oil. The market guys [at Peak] said, ‘It’s not the time,’” Peak founder and CEO Jack Vaughn told Hart Energy.
www.hartenergy.com/exclusives/j...
www.hartenergy.com/exclusives/j...
Continental Resources is bagging big Permian Barnett barrels at the Odessa, Texas, airport.
www.hartenergy.com/ep/exclusive...
www.hartenergy.com/ep/exclusive...
Continental Resources Bagging Barrels in Permian’s Barnett
With just six wells in the Emma-Barnett Field in Ector County, Texas, Continental Resources has surfaced nearly 2 MMbbl beginning in October 2022, with some IP’ing more than 1,000 bbl/d.
www.hartenergy.com
August 3, 2025 at 4:49 PM
Continental Resources is bagging big Permian Barnett barrels at the Odessa, Texas, airport.
www.hartenergy.com/ep/exclusive...
www.hartenergy.com/ep/exclusive...
An Aethon Energy far western Haynesville well’s output has hit more than 3 Bcf per 1,000 lateral ft in less than three years. And its production isn’t declining either, according to new Texas Railroad Commission data.
www.hartenergy.com/exclusives/a...
www.hartenergy.com/exclusives/a...
Aethon Western Haynesville Wildcat Hits 3 Bcf/1K ft in 33 Months
An Aethon Energy Haynesville well’s output has hit more than 3 Bcf per 1,000 lateral ft in less than three years, and its production isn’t declining either, according to new Texas Railroad Commission ...
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July 27, 2025 at 4:31 PM
An Aethon Energy far western Haynesville well’s output has hit more than 3 Bcf per 1,000 lateral ft in less than three years. And its production isn’t declining either, according to new Texas Railroad Commission data.
www.hartenergy.com/exclusives/a...
www.hartenergy.com/exclusives/a...
The Federal Trade Commission (FTC) may continue clearing its gulag, now looking to free Wil VanLoh’s Quantum Capital Group over a $5.2 billion deal with EQT Corp. in 2023.
www.hartenergy.com/exclusives/f...
www.hartenergy.com/exclusives/f...
FTC May Free VanLoh’s Quantum in Marcellus Over EQT-Tug Hill Deal
Federal Trade Commission restrictions were put on Quantum Capital Group in 2023 over the $5.2 billion sale of No. 11 Marcellus producer Tug Hill and its midstream unit XcL Midstream to EQT Corp.
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July 27, 2025 at 4:29 PM
The Federal Trade Commission (FTC) may continue clearing its gulag, now looking to free Wil VanLoh’s Quantum Capital Group over a $5.2 billion deal with EQT Corp. in 2023.
www.hartenergy.com/exclusives/f...
www.hartenergy.com/exclusives/f...
It’s halftime in the epic U.S. shale game with roughly 25 more years of oil drilling left and 22 more years of gas targets, according to a Mizuho Securities USA analysis.
www.hartenergy.com/exclusives/m...
www.hartenergy.com/exclusives/m...
Mizuho: 25 More Years of Oil Shale Wells Left to Drill
To date, roughly 290,000 horizontals have been landed in tight rock in the Lower 48 and 270,000 locations remain, Mizuho Securities USA analyst and managing director Nitin Kumar found in a recent stud...
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July 27, 2025 at 4:28 PM
It’s halftime in the epic U.S. shale game with roughly 25 more years of oil drilling left and 22 more years of gas targets, according to a Mizuho Securities USA analysis.
www.hartenergy.com/exclusives/m...
www.hartenergy.com/exclusives/m...
Former Pioneer Natural Resources CEO Scott Sheffield told Hart Energy, “For now, I remain one of Exxon’s largest individual shareholders and as such will consider other options.”
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www.hartenergy.com/exclusives/s...
Scott Sheffield Bashes Exxon Mobil After FTC Clears Him
Former Pioneer Natural Resources CEO Scott Sheffield told Hart Energy, “For now, I remain one of Exxon’s largest individual shareholders and as such will consider other options.”
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July 27, 2025 at 4:27 PM
Former Pioneer Natural Resources CEO Scott Sheffield told Hart Energy, “For now, I remain one of Exxon’s largest individual shareholders and as such will consider other options.”
www.hartenergy.com/exclusives/s...
www.hartenergy.com/exclusives/s...
Operators are increasingly landing laterals in deeper Midland Basin formations that are showing up with more gas than the traditional uphole targets, a new analysis shows.
www.hartenergy.com/ep/exclusive...
www.hartenergy.com/ep/exclusive...
Super-Deep Midland Making Big Barrels—and Big Gas
The 4.6 Bcf/d of new Permian Basin gas takeaway may be followed by another 5.9-Bcf/d expansion, and “we believe all will be needed,” a KeyBanc Capital Markets analyst said of findings from deeper targ...
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July 27, 2025 at 4:19 PM
Operators are increasingly landing laterals in deeper Midland Basin formations that are showing up with more gas than the traditional uphole targets, a new analysis shows.
www.hartenergy.com/ep/exclusive...
www.hartenergy.com/ep/exclusive...
EOG Resources “is basically out of Tier 1 Karnes [County, Texas] inventory” for oily Eagle Ford wells, Roth Capital analyst Leo Mariani said. In the Permian Basin, “EOG may only have a few years left of Tier 1 Permian inventory.”
www.hartenergy.com/exclusives/a...
www.hartenergy.com/exclusives/a...
Analysis: EOG’s Best Permian, Eagle Ford Inventory is Dwindling
EOG Resources “is basically out of Tier 1 Karnes [County, Texas] inventory” for oily Eagle Ford wells, Roth analyst Leo Mariani said. In the Permian Basin, “EOG may only have a few years left of Tier ...
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July 27, 2025 at 4:15 PM
EOG Resources “is basically out of Tier 1 Karnes [County, Texas] inventory” for oily Eagle Ford wells, Roth Capital analyst Leo Mariani said. In the Permian Basin, “EOG may only have a few years left of Tier 1 Permian inventory.”
www.hartenergy.com/exclusives/a...
www.hartenergy.com/exclusives/a...
It’s being said—again—that the U.S. will soon reach “peak oil” output. Today, like in 2005, what the audience isn’t hearing are the last few words of the outlook: “at current commodity prices.”
www.hartenergy.com/exclusives/p...
www.hartenergy.com/exclusives/p...
Peak Oil? Maybe at $70, Not at $100
A Hart Energy analysis at $100 oil, using Kimmeridge Energy Management metrics at $70 oil, suggests more than 100,000 future U.S. oil-well prospects. Just add dollars.
www.hartenergy.com
July 27, 2025 at 4:13 PM
It’s being said—again—that the U.S. will soon reach “peak oil” output. Today, like in 2005, what the audience isn’t hearing are the last few words of the outlook: “at current commodity prices.”
www.hartenergy.com/exclusives/p...
www.hartenergy.com/exclusives/p...
Hilcorp Energy has bagged two horizontal tests in the mega-Bcf far western Haynesville play north of Houston, while Mitsui E&P USA has pulled four permits and rigged up.
www.hartenergy.com/exclusives/h...
www.hartenergy.com/exclusives/h...
Hilcorp Joins Monster Western Haynesville; Mitsui Rigs Up
Hilcorp Energy made two horizontal recompletions in vintage wells in the area, while Mitsui E&P USA has pulled four permits, according to Texas Railroad Commission files.
www.hartenergy.com
July 27, 2025 at 4:10 PM
Hilcorp Energy has bagged two horizontal tests in the mega-Bcf far western Haynesville play north of Houston, while Mitsui E&P USA has pulled four permits and rigged up.
www.hartenergy.com/exclusives/h...
www.hartenergy.com/exclusives/h...
Proactive communication is essential in warding off activist “agents of chaos” that want to “change the fabric of a company,” a former communications officer at activist investor Elliott Investment Management told oil and gas producers.
www.hartenergy.com/exclusives/e...
www.hartenergy.com/exclusives/e...
Ex-Elliott Insider: Speak First or ‘Chaos’ Will Take the Mic
Proactive communication is essential in warding off activist “agents of chaos” that want to “change the fabric of a company,” a former communications officer at activist investor Elliott Investment Ma...
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July 27, 2025 at 4:08 PM
Proactive communication is essential in warding off activist “agents of chaos” that want to “change the fabric of a company,” a former communications officer at activist investor Elliott Investment Management told oil and gas producers.
www.hartenergy.com/exclusives/e...
www.hartenergy.com/exclusives/e...