Welcome to the Executive Oil Conference 2023

More Oil: The Giant Wells

Permian barrels per lateral foot continue to grow. An Eddy County well IP’ed more than 8,800 boe from a two-miler. Here’s a look at achievements, challenges and advancements underway in surfacing all the molecules.

In the Money: The Next Investments

These private equity leaders behind startup-to-exit successes in the Lower 48 describe achievements, what next-fund investors are seeking and their outlooks for new startup opportunities in the U.S. oil and gas industry.

SPEAKERS:
Billy Quinn, Managing Partner, Pearl Energy Investments
Patrick Williams, Partner, NGP

The Next Price Cycle: Oil Futures

The Permian Basin’s got the supply. The world has the demand. Expectations are for a year-end exit at $100 oil. This analyst provides insight into what’s next for global crude fundamentals.

SPEAKER:
Jesse Jones, Head of North America Crude Production, Energy Aspects

Inventory & The M&A

Big buyers and big sellers are striking bid/ask sweet spots. Who holds the Permian inventory, who needs to buy more and who will likely be the sellers?

SPEAKER:
Ryan Duman, Principal Analyst, U.S. Lower 48 Upstream Research, Wood Mackenzie

Heard in the Boardroom - Part 2: Operators' Frac-Side Chat

These producers, ranging from public to private and large and small, discuss OFS-cost price deflation, the next formations, use of cash flow, increasing EURs, advancing the days-to-payback and managing for natgas volatility.

SPEAKER:
Steve Pruett, President & CEO, Elevation Resources LLC

Big Bucks: The Money

The S&P weighting of oil and gas equities has grown from a low of 2% to now 6%. What does this mean in terms of increasing some equity capital back into the business? And what kind of option is debt, at 5.50%-plus?

SPEAKERS:
Michael Bodino, Managing Director, Energy Investment Banking, Texas Capital Bank
Austin Harbour, Managing Director, Energy & Power, Piper Sandler
Ann Rhoads, Managing Director, Gulf Capital Bank

Tech Talk: AI, Automation and Boots on the Ground

AI and machine learning, coupled with experts in the field and at central command centers, are lifting IPs and EURs in the Permian and throughout U.S. oil fields. Learn about in-field success here.

SPEAKERS:
Sammy Haroon, Founder & CEO, AlphaX Decision Sciences
Joe Quoyeser, Senior Vice President & Chief Commercial Officer, LongPath Technologies Inc. 

More Oil in Place + More Oil Formations: Surfacing it All

More formations in the Permian and throughout the Lower 48 hold promise. What will be tapped next and at what oil price will yet more become economic? Meanwhile, some say next-gen spacing has become way too aggressive. Is it? Or is further economic down-spacing still be possible?

SPEAKERS:
Jay Graham, Chairman & CEO, Spur Energy Partners LLC
Ryan Keys, President & Co-Founder, Triple Crown Resources LLC

Midstream Money

Learn here about the ongoing demand for more takeaway for both oil and natgas in the Permian. And what does midstream private equity think will be needed to help facilitate more flow west to Mexico’s Pacific Coast and southeast to the U.S. Gulf Coast.

SPEAKER:
Name TBD, Tailwater Capital

By Land & LNG: Monetizing Associated Gas Near & Abroad

Producers have more oil-production potential. The question is, “What to do with that natural gas?” These experts describe ongoing takeaway growth—and the Mexico and Gulf Coast demand centers—for the Permian’s now 22 Bcf/d of associated-gas production.

SPEAKER:
Name TBD

Permian OFS Activity Drivers - 2024: Growth Cycle or Bleak Future

As basin consolidation continues, operators work within cash flow and fewer startups are being funded to expand the economic boundaries of the Permian, where do OFS operators find growth opportunities today?

SPEAKER:
Justin Mayorga, Vice President, Supply-Chain Research, Rystad Energy

Greener Oil: Decarbon'ing With CCS

Operators are green-ing oil, using CCS, and picking up offsets to green up the rest. These innovators and leaders describe the fast pace at which the industry might become carbon-neutral. So much money’s available, but what’s shovel-ready?

SPEAKER:
Name TBD

Agenda Subject to Change