Permian Basin
2 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Jan 20, 2025 by Jay McLean · said 13 times in 3 episodes since 2023 · across every show →
Mentions by year
brought up most by Jay McLean (6), John Reynolds (5), Sean Warrington (1), Chad Hutchinson (1)
tap a year for its mentions
2026 1 mention in 1 episode
2025 11 mentions in 1 episode
Everything said about Permian Basin, oldest first
Jan 20, 2025 positive
McLean: Permian Shift to Horizontal Drilling Yielded 3x Capital Productivity Uplift
“And it also prompted an acceleration of a big industry shift in the Permian Basin from the vertical drilling, which we had been doing since our founding in 2007 to horizontal drilling, which proved to be effectively a three X uplift in the productivity of the …”
Jan 20, 2025 positive
McLean: Direct raw acreage leasing yielded 100%+ returns vs 10-15% on producing assets
“If you were to go buy producing assets, you would effectively get a large base of producing properties that would be earning a 10%, call it 15%, rate of return on something. And as a sideline of investing the capital to get access there, you would get some und…”