Conference Agenda

8:30 AM
Welcome to Midland
9:00 AM
New Capital & M&A 
Permian operators and prospective buyers are gaining capital backing for high-graded and best-in-class acreage. Increasingly, both the money and the M&A are being tied to properties’ and operator’s environmental profiles. These experts explain.
9:20 AM
PermianCo’s Turning Point 
Investors love the Permian’s ongoing consolidation and are starting to return. Producers are showing an enormous amount of capital discipline. Historically high free cash flow is being produced. What else? ESG.
Ryan Keys, President & Co-Founder, Triple Crown Resources LLC
9:40 AM
Spotlight: A Post-Pandemic Perspective on Petroleum Sector Positioning 
Get an in-depth look at global oil recovery trends, market trends, and geopolitical drivers of the post-Covid recovery. This session also examines additional energy market drivers, including the Biden administration's energy policy.
Tom Petrie, Chairman, Petrie Partners
10:00 AM
Networking Break
10:40 AM
D&C’ing, Part I: Producers
These producers have found opportunity in the downturn, adding leasehold and continuing to D&C. Here are their portfolios and plans.
Speaker TBA, Clear Fork Inc.
Speaker TBA, Browning Oil Company Inc.
11:40 AM
The Resource 
Examining the distribution of remaining inventory across the Permian with a detailed look into spatial inventory workflows, a refined flow barrier analysis and the latest data on parent-child risk.
Networking Lunch
1:15 PM
Into Wahalajara: $4 Gas Cut 
Permian operators are getting paid now for the gas in their GORs after years of waiting for the big Wahalajara pipe’s completion. More than 7 Bcf/d is going to Mexico now from the U.S. And more demand is coming online.
1:45 PM
D&C’ing, Part II: Producers 
Here are the portfolios and plans of more producers who have found opportunity in the downturn, adding leasehold and continuing to D&C
2:45 PM
Networking Break
3:15 PM
Drill Permian Gas Now? 
With $4 Waha, the Permian’s gassier windows look attractive. Are the economics there to underwrite making hole in high-GOR acreage?
3:40 PM
Greening: Tech Talk 
The frac is electrifying. Associated gas is crypto-mining. Planes, satellites and drones are demystifying. And producers and services firms alike are going through every step in their operations toward lower carbon footprints. Learn the latest best practices here and what’s to come.
Speaker TBA, Baker Hughes
4:30 PM
Conference Adjourns