About the Event
Insight into Global Energy Security, Inflation, and the latest Trends & Technologies
The world has turned to America’s always-reliable energy producers to stabilize decades of over weighted, foreign influence on supply—and prices. What’s next for U.S. producers and how do they navigate the near-term and long-term future as markets shift, economic factors flux, and new technologies develop?
Gain insights from industry executives and expert analysts at Hart Energy LIVE’s 30th Annual Executive Oil Conference and Exhibition, held November 15-16, 2023 at the Midland County Horseshoe Arena.
Stay informed on developments within the U.S. and Permian Basin from a diverse group of leaders and speakers while engaging with influential industry executives that no other event attracts.
Agenda
Subject to change
Welcome to the Executive Oil Conference 2023
Producing more than 5.7 MMbbl/d, the Permian Basin is the world’s most productive oil field, far exceeding that of Saudi Arabia’s Ghawar in daily output, making the U.S. the world’s largest oil producer again.
The basin is also surfacing more than 22 Bcf/d of associated gas that’s increasingly supplying LNG exporters on the Gulf Coast and, soon, to exporters on Mexico’s west coast.
And more formations remain untapped, resulting in hundreds of thousands of additional wells that are probable and possible in addition to the tens of thousands currently PDP and PUD.
As midstream operators continue to add more pipe capacity, operators continue to increase ROI and EUR with ongoing innovation in lateral placements and completions.
And all the while, basin leaders are further solving for emissions.
The 30th annual Executive Oil Conference gathers Permian and industry-wide oil leaders and addresses today's tasks for assured results for decades to come.
EOC Emcee:
Jordan Blum, Editorial Director, Hart Energy
Heard at the Pond: The Water Breakthrough
From sourcing to recycling to disposal and seismic, these experts describe modern tacks in water-handling. Breakthroughs are being made in beneficial reuse—at a do-able price.
MODERATOR:
Jordan Blum, Editorial Director, Hart Energy
SPEAKERS:
Duane Germenis, Founder & President, Intelligent Water Solutions
Chris Harich, Chief Operating Officer, XRI
Future Legends: The New U.S. Energy Talent
Concerns continue about sufficient talent availability in the Permian and in the U.S. oil and gas field in general. Some operators and service firms are making breakthroughs by pointing out that they are technology companies, as all field operations, development and advancement require extreme skill and application of the latest innovations. Here’s a look at how to recruit today.
MODERATOR:
Jordan Blum, Editorial Director, Hart Energy
SPEAKER:
Molly Determan, President, Energy Workforce & Technology Council
Oil Prices Up, Deal-Making Up, Money Up
Pickering Energy Partners’ outlook for commodity prices, as well as its insight in M&A and capital access analysis, consistently nails it. Here’s a preview of how to position for the coming quarters and beyond.
MODERATOR:
Nissa Darbonne, Editor-At-Large, Hart Energy
SPEAKER:
Walker Moody, President, Pickering Energy Partners
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?
MODERATOR:
Jordan Blum, Editorial Director, Hart Energy
SPEAKER:
Ryan Duman, Director, US Upstream Research, Wood Mackenzie
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?
MODERATOR:
Jordan Blum, Editorial Director, Hart Energy
SPEAKER:
Justin Mayorga, Vice President, Supply-Chain Research, Rystad Energy
M&A: What's Next?
An advisor on multitudes of E&P mergers, RBC most recently helped negotiate the Civitas-Vencer deal. Its new vice chairman discusses the market and valuation trends as well as what's next in E&P consolidation.
MODERATOR:
Nissa Darbonne, Editor-At-Large, Hart Energy
SPEAKER:
Tim Perry, Vice Chairman, Global Energy Group, RBC Capital Markets
Efficiency and Sustainability: Triple Crown in the Southern Midland basin
Methane monitoring—and crucially, response—is among the highest ROR projects in an oil and gas company portfolio. Here’s an operator’s view on how to manage emissions compliance risks prudently.
MODERATOR:
Joe Quoyeser, Chief Commercial Officer, LongPath Technologies
SPEAKER:
Ryan Keys, Co-Chief Executive Officer and Co-Founder, Triple Crown Resources LLC
What's Going On in the Regulatory World - For Real?
Class VI well permitting is off to an anemic start. Land access continues to be constrained. New methane-emissions rules kick in Jan. 1, but what/where are they? What’s coming oil and gas producers’ way?
MODERATOR:
Chris Mathews, Senior Editor, Shale/A&D, Hart Energy
SPEAKERS:
Steve Pruett, President & CEO, Elevation Resources LLC and Chairman, IPAA
Grant Swartzwelder, President, OTA Environmental Solutions
Agenda Subject to Change
Subject to change
Welcome to the Executive Oil Conference 2023
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.
MODERATOR:
Nissa Darbonne, Editor-At-Large, Hart Energy
SPEAKERS:
Billy Quinn, Managing Partner, Pearl Energy Investments
Patrick McWilliams, Partner, NGP
The Big Deal: Permian Consolidation
This transaction advisor has been in the middle of major Lower 48 transactions. Get the insider view of consolidation drivers, cost and how buyers are positioning to win the last acres of the great Permian frontier.
MODERATOR:
Jordan Blum, Editorial Director, Hart Energy
SPEAKER:
Greg Chitty, Managing Director, Jefferies
The Next Price Cycle: Oil Futures
The Permian Basin’s got the supply. The world has the demand. But geopolitical risk and macroeconomic uncertainty are dominating outlooks. This analyst provides insight into what’s next for global crude fundamentals.
MODERATOR:
Jay Young, Chief Executive Officer and Founder, King Operating Corp.
SPEAKER:
Jesse Jones, Head of North America Upstream, Energy Aspects
In-Basin: An OFS Chief's View
Service pricing is getting soft, but what about 2024 budgets and plans? And what's the next-tech to surface more OOIP?
MODERATOR:
Jennifer Pallanich, Senior Editor, Technology, Hart Energy
SPEAKER:
Sam Sledge, Chief Executive Officer, ProPetro
Permian Resources - Scaling Up the E&P
Permian Resources has grown from zero in 2016 to over 400,000 net Permian acres today, producing some 300,000 boe/d. Learn more about the company’s success in Delaware Basin-focused growth..
MODERATOR:
Nissa Darbonne, Editor-At-Large, Hart Energy
SPEAKER:
James Walter, Co-Chief Executive Officer, Permian Resources Inc.
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?
MODERATOR:
Nissa Darbonne, Editor-At-Large, Hart Energy
PANELISTS:
Michael Bodino, Managing Director, Energy Investment Banking, Texas Capital
Austin Harbour, Managing Director, Energy & Power Investment Banking, Piper Sandler & Co.
Sonu Johl, Managing Director & Co-Head, E&P Investment Banking, Raymond James
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.
MODERATOR:
Jennifer Pallanich, Senior Editor, Technology, Hart Energy
PANELISTS:
Rafael Dias, Regional Manager, North America Land, Halliburton
Shashi Talya, Production Manager, Drilling Automation, Halliburton
Sammy Haroon, Founder & CEO, AlphaX Decision Sciences
James Meek, Manager, Asset Optimization, Vital Energy Inc.
sponsored by:
Heard in the Boardroom, Part I: Operator Frac-Side Chat
An unfiltered conversation on OFS-cost price deflation, the next formations, use of cash flow, increasing EURs, advancing the days-to-payback and managing for natgas volatility. And politics.
MODERATOR:
Jordan Blum, Editorial Director, Hart Energy
SPEAKER:
Steve Pruett, President and CEO, Elevation Resources LLC
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?
MODERATOR:
Nissa Darbonne, Editor-At-Large, Hart Energy
SPEAKERS:
Jay Graham, Chairman & CEO, Spur Energy Partners LLC
Ryan Keys, Co-Chief Executive Officer & 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.
MODERATOR:
Jordan Blum, Editorial Director, Hart Energy
SPEAKER:
Stephen Lipscomb, Partner, Tailwater Capital
Geologically Viable: Permian Inventory
Geologically viable but relatively unproven Permian inventory will be at the forefront as high-quality locations breaking even below $50 become scarce. These roughly 80,000 additional locations break even between $50 and $70, extending inventory from 17 years to 32. Here’s the data.
MODERATOR:
Jordan Blum, Editorial Director, Hart Energy
SPEAKER:
Stephen Pratt, Senior Associate & Permian Analyst, Enverus Intelligence Research
By Pipe, Power and LNG: Monetizing Associated Gas
Producers have more oil production potential. But what to do with that natural gas? These experts describe the different options for utilizing and monetizing associated gas to manage the Permian's now 22 Bcf/d of production.
MODERATOR:
Jordan Blum, Editorial Director, Hart Energy
SPEAKERS:
Travis Guidry, VP of Corporate Development & Investor Relations, Surge Energy America
Matthew Herpich, Managing Partner, Conduit Power
Agenda Subject to Change
Speakers
Michael Bodino
Managing Director, Energy Investment BankingTexas CapitalGreg Chitty
Managing DirectorJefferiesMolly Determan
PresidentEnergy Workforce & Technology CouncilRafael Dias
Regional Manager, North American LandHalliburtonRyan Duman
Director, US Upstream ResearchWood MackenzieDuane Germenis
Founder & PresidentIntelligent Water SolutionsJay C. Graham
Chairman & CEOSpur Energy PartnersTravis Guidry
VP of Corporate Development & Investor RelationsSurge Energy AmericaAustin Harbour
Managing Director, Energy & Power Investment BankingPiper Sandler & Co.Chris Harich
COOXRISammy Haroon
Founder & CEOAlphaX Decision SciencesMatthew Herpich
Managing PartnerConduit PowerSonu Johl
Managing Director & Co-Head, E&P Investment BankingRaymond JamesJesse Jones
Head of North America UpstreamEnergy AspectsRyan Keys
Co-Chief Executive Officer & Co-FounderTriple Crown Resources LLCStephen Lipscomb
PartnerTailwater CapitalJustin Mayorga
Vice President, Supply-Chain ResearchRystad EnergyPatrick McWilliams
PartnerNGPJames Meek
Manager, Asset OptimizationVital Energy Inc.Walker Moody
PresidentPickering Energy PartnersTim Perry
Vice Chairman, Global Energy GroupRBC Capital MarketsStephen Pratt
Senior Associate & Permian AnalystEnverus Intelligence ResearchSteve H. Pruett
Founder & CEOElevation Resources LLCBilly Quinn
Managing PartnerPearl Energy InvestmentsJoe Quoyeser
Senior Vice President & Chief Commercial OfficerLongPath Technologies Inc.Ann Rhoads
Managing DirectorGulf Capital BankSam Sledge
CEOProPetroGrant Swartzwelder
PresidentOTA Environmental SolutionsShashi Talya
Product Manager, Drilling AutomationHalliburtonJames Walter
Co-Chief Executive OfficerPermian Resources Inc.Advisory Council
Hart Energy is moving in a strategic direction by getting industry input to drive the conversation for each event. In order to ensure our content is not only relative to you and your peers, but also timely, a new initiative for 2023 has been to establish Conference Advisory Councils made up of industry leaders, game changers and drivers. We are grateful to our Conference Advisory Council members for their contribution to not only this industry and its success, but their expertise to drive the conference agenda to a more robust and thoughtful direction.
Robert Clarke
Vice PresidentWood Mackenzie
Rob Cordray
Senior Vice PresidentRystad Energy
Nissa Darbonne
Executive Editor-at-LargeHart Energy
Don Dotson
Founder, President & CEOVencer Energy
Duane Germenis
PresidentIntelligent Water Solutions
Steve Pruett
President & CEOElevation Resources
Joe Quoyeser
Chief Commercial OfficerLongPath Technologies
Danny Wesson
EVP & COODiamondback Energy
Meet Our Featured Speakers
You’ll hear from speakers representing the most active players, from the financial community to the producers’ C-suites.Michael Bodino
Managing Director, Energy Investment Banking, Texas Capital
Molly Determan
President, Energy Workforce & Technology Council
Ryan Duman
Director, US Upstream Research, Wood Mackenzie
Duane Germenis
Founder & President, Intelligent Water Solutions
Jay C. Graham
Chairman & CEO, Spur Energy Partners
Travis Guidry
VP of Corporate Development & Investor Relations, Surge Energy America
Austin Harbour
Managing Director, Energy & Power Investment Banking, Piper Sandler & Co.
Chris Harich
COO, XRI
Sammy Haroon
Founder & CEO, AlphaX Decision Sciences
Matthew Herpich
Managing Partner, Conduit Power
Sonu Johl
Managing Director & Co-Head, E&P Investment Banking, Raymond James
Jesse Jones
Head of North America Upstream, Energy Aspects
Ryan Keys
Co-Chief Executive Officer & Co-Founder, Triple Crown Resources LLC
Stephen Lipscomb
Partner, Tailwater Capital
Justin Mayorga
Vice President, Supply-Chain Research, Rystad Energy
Patrick McWilliams
Partner, NGP
James Meek
Manager, Asset Optimization, Vital Energy Inc.
Walker Moody
President, Pickering Energy Partners
Tim Perry
Vice Chairman, Global Energy Group, RBC Capital Markets
Stephen Pratt
Senior Associate & Permian Analyst, Enverus Intelligence Research
Steve H. Pruett
Founder & CEO, Elevation Resources LLC
Billy Quinn
Managing Partner, Pearl Energy Investments
Joe Quoyeser
Senior Vice President & Chief Commercial Officer, LongPath Technologies Inc.
Ann Rhoads
Managing Director, Gulf Capital Bank
Sam Sledge
CEO, ProPetro
Grant Swartzwelder
President, OTA Environmental Solutions
Shashi Talya
Product Manager, Drilling Automation, Halliburton
James Walter
Co-Chief Executive Officer, Permian Resources Inc.
Key Topics to be Covered
Join us in November when industry leaders will discuss topics such as:
- The World-class Permian
- M&A: Barrels in the Ground
- Delaware North, Central & South
- Midland Basin North, Central & South
- Midstream & Transmission
- Investing in the Permian Basin
Resources
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