While everyone's watching the headlines, we're watching the meters. We have wells in active flowback in Oklahoma right now. First production confirmed this month. Early data tracking right where it needs to be. This is what domestic energy looks like from the inside — not a

Iran rejected the U.S. 15-point ceasefire plan today. Their counteroffer includes sovereignty over the Strait of Hormuz. Let that sink in. The U.S. is asking Iran to reopen an international waterway. Iran’s response is: we’ll stop fighting if you give us permanent legal control

A lot of people have been asking me this week: how does a non-operated working interest actually perform in a supply shock? The short answer: it's structurally built for it. Here's why. Revenue is automatic. When prices move up, every barrel you own earns more. No renegotiating.

Trump just extended the Iran deadline again. That’s twice in one week he’s backed away from his own ultimatum. The Strait is still closed. Not one additional barrel has moved. I’m not rooting for escalation. Nobody wants that. But here’s what the market understands even if

Twenty years in this industry. I've watched Washington try to talk prices down. I've watched SPR releases get applauded and forgotten by the market within 48 hours. I've watched every "energy independence" speech followed by policies that made domestic investment harder. This

On FOX Business Big Money Show, Dagen McDowell just said that the Permian break even is $67 today. If the Permian is $67, everywhere else is more. Thank you, Dagen, for continuing to speak truth and not parroting the $30 break even points we’ve heard throughout the beginning of

First sweep of Oklahoma in 12 years. Run-ruled 'em Thursday. Walked 'em off Friday. Walked 'em off again Saturday. SEC baseball is different, man. And Texas and Mississippi State look like the class of the league. 🤘 Hook 'Em

Southlake Town Square is where many of our families spend time celebrating our community, shopping, eating, and fellowshipping. Mostly minding our own business unless we're celebrating something together. This weekend, a group of deranged, mostly white, mostly Boomer, mostly

Right now, we have wells entering flowback in Oklahoma. But that's only part of the story. Over the past two years, we've brought dozens of wells online across three basins. Those wells are producing today. In this price environment, every one of them is generating more than it

Trump just threatened to destroy Kharg Island, which is Iran's primary oil export terminal. 90% of their crude flows through it. The market already has $14–18/bbl of geopolitical premium baked in. If Kharg goes offline, that number gets repriced...and fast. American domestic

WTI hit $105 today. The wells being drilled and completed right now in were likely underwritten at $65-70. That upside doesn’t belong to whoever buys oil futures this morning. It belongs to the investors whose capital was already deployed when the bit hit the ground. The drilling

My dad spent 20 years in the field as a landman. He drove to leases in Oklahoma and Texas when oil was $15 a barrel and nobody cared. He understood something the market keeps relearning: The wells that matter are the ones that keep producing when nobody's watching. That's the

April 6 is the next Iran deadline. The market is pricing hope. Physical crude is pricing reality. Independent producers don't run on hope. They run on sustained prices, capital certainty, and development runway. If the strait reopens, prices fall. If it doesn't, the pressure

Non-operated working interest in a $90–$100 oil environment: Every barrel you own earns more. Automatically. You share costs proportionally — always have. But you're not in the seat making field-level decisions. You selected the operator for exactly that reason. Pick the right

4 wells currently in active big rig drilling. Frac scheduled. First sale target confirmed for this summer. That's not a projection. That's a timeline. While the macro debates play out, the development program keeps moving. That's by design.

Another week of Iran headlines. Another week of deadline extensions. What actually happened in American energy this week: — Domestic producers kept drilling — Wells kept flowing — The case for non-operated domestic interests got stronger, not weaker That's the story the market is

Back at the end of February, Basin Ventures' Adam Butcher sat down with The Epoch Times at the Vegas MoneyShow to cut through the noise. While recorded before recent geopolitical escalations in the Middle East, Adam’s insights into what falling rig counts are actually

Another successful MoneyShow for the Basin Ventures team. Always great joining expert panels and learning as much as I hopefully educate. Pardon my jazz hands.

The energy landscape is shifting. Are you positioned for what's next? 🛢️⚡ Global supply disruptions in the Middle East, booming AI energy demands, and the reality of $100+ oil are creating a perfect storm in the energy sector. This morning, we wrapped up the Basin Ventures Q1

The ceasefire expires Tuesday. Iran says there's no second round of talks scheduled. The US Navy seized an Iranian ship Saturday night. Oil is back above $89. Anyone who sold crude on Friday thinking the strait was opening got reminded how this works. Headlines move price. The