Investing Topics: Midland Basin

Permian Basin to Take Market Share in a Short-Cycle World

By Peter Staas on Jun. 27, 2017

Break-even rates continue to fall across the board in US shale plays, but the efficiency gains that come from exploiting multiple oil-bearing formations with the same infrastructure give the Permian Basin an edge in the battle for market share.

Focus On The Permania

By Peter Staas on Apr. 21, 2017

The latest additions to the Energy & Income Advisor Focus List have lagged of late, primarily because of the selloff in West Texas Intermediate crude oil. In light of these recent market moves, we we revisit our outlook and investment strategy.

Upstream Takeover Targets

By Elliott H. Gue on Oct. 20, 2016

Some of the biggest winners from mergers and acquisitions activity in the US upstream space have been the acquirers. Deal flow will continue to focus on assets and private-equity outfits monetizing their investments. We prefer names with solid balance sheets and exposure to franchise assets with low production costs; these names will continue to take market share, outperform their and grow their inventories of potential drilling locations.

Profitable Trend: Horizontal Drilling Picks up Steam in Permian Basin

By Peter Staas on Jun. 4, 2014

The Bakken Shale, the Eagle Ford Shale and the Marcellus Shale may get all the press, as output from these plays continues to grow. But the Permian Basin–an area in west Texas that’s been in production for more than a century–appears poised for a breakout this year.

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