Best Permian Basin Podcasts (2025)

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Apples and Oranges - In Midstream Space, a Medley of Natgas and Produced Water M&A and IPOs 11:18

Play Pause

1d ago11:18

11:18

This summer, like the spring, winter and fall that preceded it, has seen a lot of dealmaking among midstreamers. And not just M&A and divestitures by the folks who gather, transport and process hydrocarbons but a major acquisition — and a rare IPO! — in the produced water slice of the midstream pie. Apples and oranges, maybe, but there are two comm…

1
How Does Mexico Prepare for Natural Gas Molecule Competition with LNG and AI-Driven Needs? A Discussion with Gonzalo Monroy 20:43

3h ago20:43

20:43

In the latest episode of NGI’s Hub & Flow podcast, NGI’s Christopher Lenton, managing editor of Mexico, sits down with Mexico City-based energy analyst Gonzalo Monroy to explore Mexico’s deep dependence on U.S. natural gas and the country’s uphill battle to develop its own resources. Monroy, managing director of consultancy Grupo Mexicano de Energí…

1
God Blessed Texas - Proposed Data Centers in Texas Would Be Enormous, But How Many Will Be Built? 11:44

1d ago11:44

11:44

The data center boom is sweeping across the country and Texas has garnered more proposals for new centers than almost any other state. If every planned project were to go forward, it would mean nearly 9 gigawatts (GW) of additional electricity demand, or just over 1 Bcf/d of natural gas. That’s enough to power the entire country of Switzerland. In …

1
Don't Worry, Be Happy - NGL Markets Relying on the Permian Ask, What If Crude Production Is Peaking? 9:05

3d ago9:05

9:05

OPEC+ is ramping up production, WTI is hanging below $65/bbl, and Permian crude oil production growth has slowed to a crawl, raising the question of whether oil output in the U.S.’s #1 shale play might, in fact, be peaking. That’s making some folks on the NGL side of things a little skittish. They’re wondering what a leveling off — or an outright d…

1
Do Ya Think I‘m Waxy? - A New Drill Down Report on Waxy Crude Production in the Uinta Basin 9:54

1d ago9:54

9:54

Oil and gas producers’ interest in each of the U.S.’s shale and tight-rock production areas has waxed and waned over the past quarter century or so. First it was the Barnett Shale, the birthplace of the Shale Revolution in the late 1990s. Then came the Fayetteville, Haynesville, Marcellus/Utica, Eagle Ford, Bakken, Permian, Denver-Julesburg (DJ) an…

1
Get Together - Alberta Oil Sands Consolidation Fires Up With Cenovus-MEG Merger — Maybe! 15:15

1d ago15:15

15:15

Merger activity this year has been frequent in Canada’s oil and gas sector as companies strive for scale and efficiencies in an increasingly competitive landscape. The latest M&A salvo arrived in late August when MEG Energy agreed to a takeover offer from Cenovus Energy to create the largest bitumen producer in Alberta’s oil sands. With billions of…

1
Unpredictable - U.S. Refiners Must Adapt to Complex, Shifting Forces to Thrive in Today's Market 10:54

1d ago10:54

10:54

The refining industry is complex and unpredictable. Recent plant closures in the U.S. and abroad, as well as mounting pressure to produce more renewable diesel (RD) and sustainable aviation fuel (SAF), have shifted the landscape. In addition, an eight-year battle over CITGO’s three U.S. refineries has taken a new direction. Despite these shifts, th…

1
Go West - ONEOK Launches Open Season for Proposed Refined Products Pipeline to Phoenix 11:06

20h ago11:06

11:06

Strong demand for refined products (especially jet fuel) in Arizona and refinery closures in Southern California have spurred the development of a new refined products pipeline from West Texas to the Phoenix area. ONEOK, whose acquisition of Magellan Midstream Partners made it a player in refined products, has announced an open season for the propo…

1
Two of Us - U.S., Canadian Energy Market Connections More Critical Than Ever Amid Rapid Changes 11:12

4d ago11:12

11:12

North America is an integrated energy market so deeply connected that it functions as one massive, interdependent system for the three “drillbit hydrocarbons”: crude oil, natural gas and NGLs. But the rapid changes happening in the market now — driven not only by supply/demand dynamics and evolving infrastructure but also regulatory policies and po…

1
Won't Get Fooled Again - Forecasting Texas/Louisiana Data Center Demand for Natural Gas 15:03

5d ago15:03

15:03

Which is true, A or B? (A) Data center demand to power AI applications is the most transformative force to hit energy markets in years, or (B) This is one of the most overhyped, inflated narratives ever. We hear a constant stream of announcements, promotions and proclamations from developers, tech giants, utilities and politicians, many predicting …

1
Zero Sum Game - U.S. E&Ps Tilt Cash Allocation to Maintain Solid Balance Sheets as Cash Flows Ebb 13:14

6d ago13:14

13:14

For most of us, matching spending with income is the logical path to financial stability. However, after decades of aggressive investment in search of growth, the “dollars in equals dollars out” method of allocating free cash flow has been an adjustment for many U.S. oil and gas producers. Their post-pandemic concentration on keeping capital spendi…

1
Don't Stop Believin' - The Push to Enable Higher Appalachian Gas Flows Into North Carolina 11:52

13d ago11:52

11:52

After a decade of regulatory and legal challenges, Mountain Valley Pipeline (MVP) finally came into service in the middle of last year. The 2-Bcf/d pipeline — soon to be expanded to 2.5 Bcf/d via additional compression — was designed to ease natural gas takeaway constraints out of the Marcellus/Utica and help production there break past its current…

1
#10 - The Comanche 1:00:38

15d ago1:00:38

1:00:38

Most stories of the Comanche are written from the white man’s point of view—heartless, brutal savages. But there’s more to them than that. In this episode, we reconstruct what the daily life of a Comanche warrior was really like: their training, spirituality, and family life; how they loved and lost; and the code of honor that guided everything the…

1
The Dog Days Are Over - U.S. Refiners Could Benefit from Struggles Refineries Are Facing Abroad 12:50

9d ago12:50

12:50

Refineries in Europe, Latin America, Russia and China are facing a host of issues that could ultimately benefit U.S. refiners. Europe has high operating costs and political pressures. Attacks have damaged Russia’s refineries, and the country continues to get blasted with steeper sanctions. China’s aging plants are closing and there are no new large…

1
Climb Ev'ry Mountain, Encore Edition - WhiteWater Unveils Its Latest Permian-to-Gulf Project: Eiger Express Pipeline 12:43

8d ago12:43

12:43

Crude oil production in the Permian may or may not have peaked — that’s TBD. What we do know is that even if the shale play’s oil output flatlines, the Permian will generate increasing volumes of natural gas (and NGLs) and virtually all of it will need to be piped to other markets, primarily the Gulf Coast to feed existing and planned LNG export te…

1
An Invitation to Heaven 46:36

11d ago46:36

46:36

By Byron McWilliams

1
Wrong Road Again - U.S. E&P Earnings Resume Slide in Q2 2025 After Promising Start to Year 12:45

12d ago12:45

12:45

U.S. interstates are populated with electronic displays that update drivers in real-time on traffic conditions, road closures, weather alerts and other important events. If there was a sign for executives steering our nation’s oil and gas producers, it would likely read “Poor Visibility, Slow Down Ahead.” After a short-lived price rally in Q1 2025,…

1
We Are Never Ever Getting Back Together - Upstream Divestitures in the Wake of Big-Dollar M&A 12:45

20d ago12:45

12:45

The fact is, many major E&P acquisitions include at least some production assets that don’t align with the acquiring company’s long-term strategic plans. Also, it’s often true that big-dollar M&A increases the buyer’s debt level — and it’s typical in such cases that the company commits to quickly reducing its debt through the divestiture of non-cor…

1
Western Natural Gas Market Outlook – Insights from NGI Editors 13:24

14d ago13:24

13:24

NGI’s Andrew Baker and Kevin Dobbs sit down for deep dive into the state of North American natural gas markets, with a particular emphasis on the western United States and Canada. The discussion spans key factors shaping supply, demand, and price outlooks – from a coming surge in data center energy needs to abundant Canadian production and persiste…

1
By the Time I Get to Phoenix - Energy Transfer to Take Permian Gas West on Transwestern Expansion 10:30

18d ago10:30

10:30

Midstreamers developing natural gas takeaway capacity out of the Permian have understandably focused on pipelines to the Gulf Coast — and along the coast to LNG export terminals and other big gas consumers. But don’t forget the Desert Southwest, where demand for gas-fired power is soaring. Energy Transfer recently committed to building a 516-mile, …

1
The Golden Rule for Healthy Relationships 46:03

24d ago46:03

46:03

This message reminds us of the Golden Rule in Matthew 7:12—treat others the way we want to be treated. Relationships bring both joy and challenges, so we must approach them with wisdom and love. Selfishness, unforgiveness , and jealousy can get in the way, but by choosing trust, loyalty, and encouragement, our relationships can grow stronger. Livin…

1
Climb Ev'ry Mountain - WhiteWater Unveils Its Latest Permian-to-Gulf Project: Eiger Express Pipeline 12:43

18d ago12:43

12:43

Crude oil production in the Permian may or may not have peaked — that’s TBD. What we do know is that even if the shale play’s oil output flatlines, the Permian will generate increasing volumes of natural gas (and NGLs) and virtually all of it will need to be piped to other markets, primarily the Gulf Coast to feed existing and planned LNG export te…

1
What Happened in Wyoming - Crude Differentials Tighten at Guernsey as Demand Rises, Production Ebbs 11:18

19d ago11:18

11:18

In the U.S., crude oil trading hubs like Houston, Midland and Cushing get the lion’s share of the market’s attention. But travel a bit further north and you can find one of the more unusual and liquid crude markets in the country — Guernsey, WY — a focal point for producers in Western Canada, North Dakota, Wyoming, Utah and Colorado. Over the last …

1
Finding My Way - Canada's Pitch on Data Centers Focuses on Hydropower, Natural Gas Resources 9:06

20d ago9:06

9:06

As demand for data centers accelerates, developers continue to search for locations that offer the best combination of several factors, starting with the availability of uninterrupted (and affordable) power. Those variables have led to a data-center buildout in several parts of the U.S., such as Northern Virginia, Texas and California’s Silicon Val…

1
Options and Updates 23:50

26d ago23:50

23:50

Updates on where we've been and where we're going. Show transcript can be found at: https://specialsituationinvesting.substack.com Remember you can support the show in the following ways: Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin m…

1
Can't Hold Back - Cactus I and II Pipelines Remain Key to Corpus Christi's Role as Crude Export Hub 13:21

21d ago13:21

13:21

The original Cactus Pipeline was a pioneer in moving large volumes of crude oil from the Permian and the Eagle Ford to the Corpus Christi area, which quickly became a leader in U.S. crude exports. Cactus II, an even longer and larger pipeline that came online in H2 2019, only added to Corpus Christi’s export prominence. But the competition with Per…

1
You’re Gonna Need a Bigger Boat – What’s Ahead for U.S. LNG amid Rapid Expansion? 31:03

21d ago31:03

31:03

NGI’s Jamison Cocklin, managing editor of LNG, is joined by LNG Allies CEO Fred Hutchison for a wide-ranging conversation to discuss the historic buildout of natural gas export infrastructure along the Gulf Coast. Fifteen export terminals are operating, being commissioned or are under construction. Several more are close to moving ahead. What’s dri…

1
Little Things Mean a Lot - Leak at ECHO Terminal Highlights Crude Market Sensitivity 11:01

29d ago11:01

11:01

A crude oil leak last Tuesday at the Enterprise Crude Houston (ECHO) terminal disrupted regional flows and caused crude differentials to move higher over the course of the week. While the spill was swiftly addressed by terminal owner Enterprise Products Partners, it still affected inbound and outbound operations for a few days. In today’s RBN blog,…

1
The Race Is On – The Efforts to Develop More Crude Oil Pipeline Capacity From Alberta to Cushing 9:50

23d ago9:50

9:50

A few months ago, Enbridge unveiled its plans to expand its massive Mainline and smaller Express/Platte crude oil pipeline systems into the U.S. Midwest/Great Plains. We blogged about those plans, and followed up with a look at how the incremental volumes of Western Canadian crude on the Mainline and Express/Platte might move south from PADD 2 to w…

1
Anticipation - For Smaller Midstreamers, Betting on What's Needed Next Is the Key to Success 11:29

26d ago11:29

11:29

The build-out of the Permian’s midstream infrastructure over the past 10 years has created extraordinary opportunities for startup companies, most of them backed by private equity. Each of us could cite several examples of midstreamers that, with a combination of guile and grit, developed gathering systems, gas processing plants, pipelines and othe…

1
Helter Skelter - Wave of LNG FIDs and Data Center Mania Spur a Flood of Gas Pipelines Projects 13:16

27d ago13:16

13:16

Odds are there’s never been a busier, more frantic time for natural-gas-related infrastructure development in Texas and Louisiana than right now. Construction is underway or imminent at no fewer than seven Gulf Coast LNG export terminals with a combined capacity of 16 Bcf/d. Big-tech firms and midstreamers are touting the potential for several Bcf/…

1
Us and Them - U.S. Refiners to Remain Global Leaders, but Prospects Vary Widely by Region 16:25

28d ago16:25

16:25

The U.S. refining industry has undergone a number of changes in recent years and more turbulence looks likely as global economic and trade patterns shift and energy transition moves forward. For some refineries, this has led to closures due to weak profits, rising regulatory costs and declining demand for products, particularly gasoline. But other …

1
I Know Places - Tech Giants May Be the Surest Bets for Data Center Power Demand 15:31

29d ago15:31

15:31

Data centers are a buzzy topic in the energy industry, and while there is still a lot of fuzziness about what will actually get built and how much natural-gas-fired power will be needed to support these projects, there’s no doubt that major technology companies are well along in planning a number of massive data centers across the country. In today…

1
Let's Twist Again - Oil and Gas Companies Experiment With Twisty New Well Designs to Boost Output 11:30

30d ago11:30

11:30

The oil and gas industry is always working to develop the most efficient methods for unlocking more hydrocarbons. To cut costs and maximize output from their acreage, some companies are rolling out more creative well designs, such as U-turn (aka “horseshoe”) and J-hook wells, which use dramatic, 180-degree underground turns to access more oil and g…

1
Judging Others 43:16

1M ago43:16

43:16

In this sermon on Matthew 7:1-6, we’re reminded to examine our own hearts before judging others, removing the “log” in our eye before the “speck” in theirs. While discernment is essential for defending truth and recognizing false teaching, hypocritical judgment leads to self-righteousness and harm. We’re called instead to approach others with humil…

1
Tighten Up - The Stars Align and the Western Canadian Heavy/WTI Differential Narrows 12:33

1M ago12:33

12:33

Any number of things can impact the price of specific types of crude oil at various locations — supply interruptions, takeaway constraints and refinery outages, to name just a few. Every so often, the stars align and just about all those factors narrow the differential between, say, Western Canadian Select (WCS) and West Texas Intermediate (WTI) at…

1
Turn The Page - Despite Trade Deal With EU, U.S. LNG Could Still Get Squeezed on Price, Volumes 11:41

1M ago11:41

11:41

The European Union (EU) appears poised to substantially increase its imports of U.S. LNG after reaching a trade deal with the Trump administration that includes a pledge to purchase $750 billion worth of U.S. energy over three years. The trade agreement and the EU’s plans to phase out deliveries of Russian LNG and piped-in natural gas by 2027 may e…

1
Pemex, U.S. Energy Shifts – What’s Next for Mexico's Natural Gas Future with Francisco Monaldi 18:42

1M ago18:42

18:42

In the latest episode of NGI’s Hub & Flow podcast, NGI’s Christopher Lenton, managing editor of Mexico, sits down with Rice University’s Francisco Monaldi, director of the Latin America Energy Program at the Baker Institute. Together, they dive into the energy policy paradox in the United States, where the push for energy dominance is colliding wit…

1
Just What I Needed - Tallgrass Follows Own Playbook in Converting Trailblazer Pipeline to CO2 Service 10:14

1M ago10:14

10:14

Not long ago, several large-scale carbon-capture projects had plenty of momentum, fueled by a push toward decarbonization and expanded federal tax credits. But while progress on many projects has slowed as they faced a host of problems, Tallgrass’s plan to convert its Trailblazer pipeline from natural gas service to carbon dioxide (CO2) has had a c…

1
I'm Still Standing - The San Juan Basin Has Seen Many Ups and Downs. Is Another Upturn Just Ahead? 11:34

1M ago11:34

11:34

The San Juan Basin in northwestern New Mexico and southwestern Colorado has seen more than its share of booms and busts in the last 100-plus years. During the Shale Era, natural gas production in the 7,500-square-mile basin has been slowly declining, undercut by competition from more prolific, better-situated wells in the Permian and Eagle Ford. Bu…

1
Take the Long Way Home - Enbridge's Oil Pipeline Expansions Likely to Spur More Projects Downstream 12:46

1M ago12:46

12:46

Western Canadian crude oil production is rising fast. To keep pace, Enbridge is planning expansions to its pipelines into the Midwest and Great Plains. But PADD 2 refineries are maxed out on heavy crude, so virtually all those incremental barrels will need to keep flowing south to refineries and export terminals along the Gulf Coast. Can the pipeli…

1
Worry! 41:59

2M ago41:59

41:59

This message from Matthew 6 challenges us to confront one of the most pervasive yet overlooked sins—worry. Jesus reminds us that worry isn’t just a fleeting feeling but a consuming obsession that robs us of peace and trust in Him. Using the “trinity of worry”—food, lifespan, and clothing—He illustrates God’s faithful care for even the smallest deta…

1
We Built This City - MPLX Expands Its Permian-to-Gulf Network with Northwind Midstream Deal 10:53

1M ago10:53

10:53

MPLX’s July 31 announcement that it has reached an agreement to acquire Northwind Midstream for $2.375 billion puts a spotlight on two undeniable trends. First, the acquisition is the latest in what by now is a long series of multibillion-dollar deals by midstream giants to expand their Permian-to-Gulf, “wellhead-to-water” networks that gather, pro…

1
Smart Money - Strong Returns, Low Costs Attract Investors and Consolidators to Mineral/Royalty Firms 12:02

1M ago12:02

12:02

U.S. E&Ps’ strategic shift from growth at any cost to a laser focus on cash flows to fund shareholder returns revitalized their investor base. But that strategy has been challenged as crude oil prices have eroded since their mid-2022 peak, with producers struggling to balance the need to maintain output and the pressure to sustain dividends. In tod…

1
West Texas Highway - Extensive Refining, Exports Make Houston a Prime Spot for Permian Crude 13:06

1M ago13:06

13:06

Crude oil producers in the prolific Permian Basin have plenty of options to move their barrels, especially since pipeline capacity currently exceeds production, but not every route out of the basin is equal. One of the hottest destinations for Permian crude is Houston, which boasts an attractive mix of refining and export demand. In today’s RBN blo…

1
Into the Void - More on the Permian's Still-Expanding Produced Water Infrastructure 12:35

1M ago12:35

12:35

Through the early years of the Shale Era, produced water gathering systems in the Permian were mostly small, simple and focused solely on transporting the salty, petroleum- and mineral-tainted water emerging from wells to nearby saltwater disposal wells. In the 2020s, though, these systems — now mostly owned and operated by third-party produced wat…

1
LNG Canada Is Exporting – So Why Are Canada’s Natural Gas Prices Weakening? 12:41

2M ago12:41

12:41

NGI’s LNG editors Jamison Cocklin and Jacob Dick examine the market implications of Canada’s entry into large-scale LNG exports, following Shell plc’s LNG Canada facility shipping its first cargo in June. Despite the milestone, Canadian gas prices continue falling relative to Lower 48 counterparts as the country’s producers aggressively ramp produc…

1
Two Countries, One Market - The Theme for RBN's 2025 School of Energy: You Ain’t Seen Nothin' Yet! 14:15

2M ago14:15

14:15

It's an integrated energy market that stretches across the North American continent, from Texas and Florida to the mountains of British Columbia and Canada’s industrial heartland in Ontario/Quebec — a cross-border network so deeply connected, it functions as one massive, interdependent system for oil, natural gas and NGLs. That system is undergoing…

1
Shake It Up - New Budget Bill Aims to Throttle Pace of EV Adoption, With Long-Term Consequences 11:44

2M ago11:44

11:44

Expectations for electric vehicle (EV) adoption in the U.S. took a sharp detour into uncharted territory earlier this month when President Trump signed the landmark budget reconciliation bill into law. Known as the One Big Beautiful Bill Act (OBBBA), the law dramatically scales back EV subsidies, eliminates penalties for automakers that don’t meet …

1
#9 - The Liar and the Spaniard 49:13

2M ago49:13

49:13

In the spring of 1541, a Spanish army led by Francisco Vázquez de Coronado rode east out of New Mexico in search of golden cities. What they found instead was West Texas. This episode traces one of the most ambitious—and disastrous—expeditions in New World history, from the jungles of Mexico to the staked plains of the Llano Estacado. You'll meet C…