HELG Collision Dashboard — Week of July 06, 2026

Weekly run. 8 priority companies. Each card has three outreach tabs — LinkedIn DM, Email Draft, LinkedIn Post. Click Contacts to expand the list. Past Monday runs are at the bottom.

Scanned

Prioritized

High signal (8+)

Contacts

177

Cold

Warm

Client

125

Priority Outreach — sorted by signal score

Diamondback Energy · 19 Cold · 5 Warm · 1 Unknown · Permian · 25 contacts

9/10

Viper Energy closed its acquisition of Riverbend Oil & Gas IX mineral and royalty interests July 1 — $337M cash plus ~3.7M Class A shares; Diamondback credit facility upsized from $2.5B to $3.0B and extended to June 2031; Q2 results set for August 3GlobeNewswire — Viper Energy completes Riverbend acquisition, July 1, 2026 | Viper Energy Form 8-K (SEC) — $337M cash + ~3.7M Class A shares | Diamondback Energy Form 8-K (SEC) — credit agreement amendment: commitments $2.5B to $3.0B, maturity to June 2031 | StockTitan — Diamondback sets Aug. 3 Q2 release, June 30, 2026

Reason to reach out

Viper closed the $337M Riverbend mineral and royalty acquisition July 1 — and mineral title is its own examination discipline: ownership confirmation under producing and undeveloped tracts, division orders, payment decks, curative on what surfaces. That work begins at closing, on top of a Midland Basin program that ran 147 gross completions in Q1 and an Endeavor integration still in motion. (Source: GlobeNewswire and Viper 8-K, July 1, 2026)

Primary contact: Kevin Dickerson

LinkedIn DM — send to Kevin Dickerson

Kevin — Viper closed the Riverbend acquisition July 1: $337 million cash plus about 3.7 million Class A shares for the Riverbend Oil & Gas IX mineral and royalty interests. Mineral and royalty title is its own discipline — confirming ownership under producing and undeveloped tracts, reconciling division orders and payment decks, and running curative on what the examination surfaces. That work starts at closing, and it lands on top of a Midland Basin program that completed 147 gross wells in Q1 with the Endeavor integration still running. The upsized credit facility suggests more of the same is likely coming. HELG handles mineral and royalty title, division order support, and curative across the Permian — licensed in Texas and New Mexico, Board Certified in Oil, Gas, and Mineral Law. If outside bandwidth on the post-closing title queue would help, worth a short conversation. — Ben Holliday, HELG · 210.469.3187

Email subject

Diamondback/Viper — Riverbend minerals closed July 1; post-closing title queue now live

Email body (swap [First Name] when sending)

Hi [First Name], Viper closed its acquisition of the Riverbend Oil & Gas IX mineral and royalty interests on July 1 — $337 million in cash plus roughly 3.7 million Class A shares, funded with cash on hand and credit facility borrowings. In the same window, Diamondback upsized its credit facility from $2.5 billion to $3.0 billion and extended maturity to June 2031, with Q2 results set for August 3. The legal work sits in what just closed. A mineral and royalty package is not leasehold — the examination that supports it means confirming ownership under producing and undeveloped tracts, reconciling division orders and payment decks, and running curative on what the review surfaces. That starts at closing, and it lands on top of a program that completed 147 gross Midland Basin wells in Q1 with the Endeavor integration still in motion. The upsized facility suggests capacity for more acquisitions is being kept warm. We handle mineral and royalty title, division order support, and curative across the Permian. Licensed in Texas and New Mexico, Board Certified in Oil, Gas, and Mineral Law. If it would be useful to scope the post-closing title work, I am available this week. Ben Holliday Holliday Energy Law Group 210.469.3187

Subject + body combined

Subject: Diamondback/Viper — Riverbend minerals closed July 1; post-closing title queue now live Hi [First Name], Viper closed its acquisition of the Riverbend Oil & Gas IX mineral and royalty interests on July 1 — $337 million in cash plus roughly 3.7 million Class A shares, funded with cash on hand and credit facility borrowings. In the same window, Diamondback upsized its credit facility from $2.5 billion to $3.0 billion and extended maturity to June 2031, with Q2 results set for August 3. The legal work sits in what just closed. A mineral and royalty package is not leasehold — the examination that supports it means confirming ownership under producing and undeveloped tracts, reconciling division orders and payment decks, and running curative on what the review surfaces. That starts at closing, and it lands on top of a program that completed 147 gross Midland Basin wells in Q1 with the Endeavor integration still in motion. The upsized facility suggests capacity for more acquisitions is being kept warm. We handle mineral and royalty title, division order support, and curative across the Permian. Licensed in Texas and New Mexico, Board Certified in Oil, Gas, and Mineral Law. If it would be useful to scope the post-closing title work, I am available this week. Ben Holliday Holliday Energy Law Group 210.469.3187

LinkedIn post (broader pattern — no operator name)

Mineral and royalty acquisitions close faster than the title work underneath them. When an operator's minerals subsidiary closes a nine-figure package, the press release marks the start of the examination, not the end. Confirming mineral and royalty ownership under producing tracts is a different exercise from leasehold title — the instruments run through decades of severances, reservations, and conveyances that never had to be reconciled while the checks were being cashed. Division orders have to match what the records actually support. Payment decks get rebuilt. And the undeveloped tracts in the package need examination before they support new drilling. None of that shows up in the closing announcement. It shows up in the six months after — and how well it goes usually depends on whether the title capacity was lined up before the wire cleared.

▸Contacts (25) · click to show the list · emails pulled from clients-list.xlsx

Name	Email	Stage
Danielle Anderson	ldanderson@diamondbackenergy.com	Cold
Laura Barnett	lbarnett@diamondbackenergy.com	Cold
Jaydan Bird	Jbird@diamondbackenergy.com	Cold
Greg Boggs	gboggs@diamondbackenergy.com	Cold
Randis Butts	No email address found	Cold
Bill Caraway	No email address found	Unknown
Kevin Dickerson	kdickerson@diamondbackenergy.com	Cold
Neil Dufford	No email address found	Cold
Chas Gauthier	cgauth@gmail.com	Warm
Jennifer George	jgeorge@diamondbackenergy.com	Cold
Mandy Hendrix	mhendrix@diamondbackenergy.com	Cold
Jason Henson	jhenson@diamondbackenergy.com	Cold
Tyler Humphries	No email address found	Cold
Joseph Jarke	jjarke@diamondbackenergy.com	Warm
Ryan Kelly	No email address found	Cold
Matt Midkiff	mmidkiff@diamondbackenergy.com	Warm
Matthew Midkiff	No email address found	Cold
Katayoun Mohebkhosravi	kmoheb@diamondbackenergy.com	Cold
Drew Neagle	dneagle@diamondbackenergy.com	Cold
Michael Owen	No email address found	Cold
Kyle Pierce	kpierce@diamondbackenergy.com	Cold
Aaron Tanner	atanner@diamondbackenergy.com	Cold
Chase Van Winkle	cvanwinkle@diamondbackenergy.com	Warm
Andrew Waller	awaller@diamondbackenergy.com	Warm
Amanda Winkler	awinkler@diamondbackenergy.com	Cold

Mewbourne Oil · 3 Cold · 1 Warm · Permian · 4 contacts

8/10

Contested June 23 NMOCD pooling cases (25860/25862 v. WPX 26049-26052) now in post-hearing posture — orders pending; July 28 examiner docket shows contested pooling continuing across the Delaware (Avant Operating II v. Coterra); NM pooling cadence unbrokenNew Mexico Oil Conservation Division hearing docket — June 23, 2026 cases (Mewbourne 25860, 25862 v. WPX 26049-26052), orders pending | NMOCD examiner docket — July 28, 2026 (Avant Operating II 25996, 26129, 26130 v. Coterra 26062-26065), emnrd.nm.gov/ocd/hearing-info | NMOCD Announcements and Notifications

Reason to reach out

Mewbourne's contested June 23 pooling cases against WPX are now in post-hearing posture with orders pending — the stage where the record gets tested. And the July 28 examiner docket shows contested pooling continuing across the Delaware (Avant v. Coterra), so the environment is not cooling. At Mewbourne's New Mexico concentration, the pooling and title cadence is continuous and the contested climate raises the bar on every filing. (Source: NMOCD dockets, June 23 and July 28, 2026)

Primary contact: Brad Dunn

LinkedIn DM — send to Brad Dunn

Brad — the contested pooling cases from the June 23 docket (25860 and 25862, heard against WPX) are now in post-hearing posture, with orders pending. That stage is where the record gets tested — the examiner is weighing competing development plans, the working-interest ownership behind each application, and the title support under both. And the division's calendar says the contested environment is not cooling: the July 28 examiner docket sets another competing-application fight over Delaware acreage. At Mewbourne's New Mexico concentration, pooling and title work runs continuously, and this climate raises the standard every filing has to meet. HELG handles NMOCD pooling and allocation work with the federal and state title behind it — licensed in Texas and New Mexico, Board Certified in Oil, Gas, and Mineral Law. Worth a short conversation if outside bandwidth would help. — Ben Holliday, HELG · 210.469.3187

Email subject

Mewbourne — June 23 pooling cases in post-hearing posture; contested climate continuing on the July 28 docket

Email body (swap [First Name] when sending)

Hi [First Name], Mewbourne's contested compulsory pooling cases from the June 23 NMOCD docket — 25860 and 25862, heard against the WPX cases over overlapping Eddy and Lea County acreage — are now in post-hearing posture, with orders pending before the division. That stage matters as much as the hearing did. Between hearing and order, the record gets tested: the examiner weighs the competing development plans, the working-interest ownership behind each application, and the title support underneath both. The filing you made is the filing you live with. And the contested environment is not cooling. The July 28 examiner docket sets Avant Operating II cases against Coterra cases in another competing-application posture over Delaware acreage. At Mewbourne's concentration — roughly 75% of the program in Eddy, Lea, Loving, and Reeves Counties, more than 2,500 operated wells — pooling applications, allocation filings, and the title underneath them run continuously, and this climate raises the standard every one has to meet. HELG handles NMOCD compulsory pooling and allocation well work with the supporting federal and state title. Board Certified in Oil, Gas, and Mineral Law, licensed in Texas and New Mexico. If outside bandwidth on the New Mexico queue would be useful, I am available this week. Ben Holliday Holliday Energy Law Group 210.469.3187

Subject + body combined

Subject: Mewbourne — June 23 pooling cases in post-hearing posture; contested climate continuing on the July 28 docket Hi [First Name], Mewbourne's contested compulsory pooling cases from the June 23 NMOCD docket — 25860 and 25862, heard against the WPX cases over overlapping Eddy and Lea County acreage — are now in post-hearing posture, with orders pending before the division. That stage matters as much as the hearing did. Between hearing and order, the record gets tested: the examiner weighs the competing development plans, the working-interest ownership behind each application, and the title support underneath both. The filing you made is the filing you live with. And the contested environment is not cooling. The July 28 examiner docket sets Avant Operating II cases against Coterra cases in another competing-application posture over Delaware acreage. At Mewbourne's concentration — roughly 75% of the program in Eddy, Lea, Loving, and Reeves Counties, more than 2,500 operated wells — pooling applications, allocation filings, and the title underneath them run continuously, and this climate raises the standard every one has to meet. HELG handles NMOCD compulsory pooling and allocation well work with the supporting federal and state title. Board Certified in Oil, Gas, and Mineral Law, licensed in Texas and New Mexico. If outside bandwidth on the New Mexico queue would be useful, I am available this week. Ben Holliday Holliday Energy Law Group 210.469.3187

LinkedIn post (broader pattern — no operator name)

The hearing gets the attention. The stretch after the hearing is where contested pooling cases are actually decided. Once a competing-application docket is heard, the examiner goes to work on the record: which development plan is better supported, whose working-interest ownership holds up, and whether the title under each application does what the applicant says it does. Nothing new gets added at that stage — the filing you made is the filing you live with. That is why the contested-pooling climate in the Delaware Basin right now changes how the work has to be done. When the division's calendar shows competing applications hearing after hearing, every pooling application is effectively drafted for an adversary, not just an examiner. The operators that treat it that way tend to be holding the order when it issues.

▸Contacts (4) · click to show the list · emails pulled from clients-list.xlsx

Name	Email	Stage
Josh Anderson	janderson@mewbourne.com	Warm
Brad Dunn	bdunn@mewbourne.com	Cold
Corey Mitchell	cmitchell@mewbourne.com	Cold
Ariana Rodrigues	arodrigues@mewbourne.com	Cold

Devon Energy · 5 Cold · 12 Client · 2 Unknown · Permian · 19 contacts

7/10

Q2 earnings scheduled July 1 for August 4 (call August 5) — first full-quarter print of the combined Devon/Coterra company; integration execution now the measuring stick: $600M annual cost-reduction target by 2027, ~$4.9B Permian-weighted capex, $1.25B debt retirement in 2026GlobeNewswire — Devon Energy schedules Q2 2026 earnings release and conference call, July 1, 2026 | Devon Energy Form 8-K — updated 2026 outlook (investors.devonenergy.com) | Devon Energy investor relations — combined-company outlook, June 2026

Reason to reach out

Devon set its Q2 date July 1 — August 4 will be the first full-quarter print of the combined Devon/Coterra company, and it will be read against the integration timeline: $600M cost-reduction target, $4.9B Permian-weighted capex, $1.25B debt retirement. On the land side, what sets that timeline is JOA re-execution, title rationalization across the combined Delaware position, and the federal title opinions BLM permits require. (Source: GlobeNewswire, July 1, 2026)

Primary contact: Scott Richter

LinkedIn DM — send to Scott Richter

Scott — Devon put a date on the first real test of the Coterra combination: Q2 results August 4, announced July 1. First full quarter as the combined company, and the print will be read against the integration markers — the $600 million cost-reduction target, the Permian-weighted $4.9 billion capital plan, the $1.25 billion of debt retirement. Between now and then, the schedule-setting work is on the land side: JOA re-execution where two operators' agreements govern the same units, title rationalization where the acreage bases overlap, and federal title opinions before BLM permits issue on the federal Delaware acreage. That last one runs on its own track. HELG handles federal title and Delaware Basin work, licensed in Texas and New Mexico. If outside bandwidth would help while integration is at its peak, worth a short conversation. — Ben Holliday, HELG · 210.469.3187

Email subject

Devon — Q2 print August 4 is the first combined-company read; land work sets the integration schedule

Email body (swap [First Name] when sending)

Hi [First Name], Devon announced July 1 that Q2 results come out August 4, with the call August 5 — the first full quarter reported as the combined Devon/Coterra company. The print will be read against the integration markers set in June: production near 1.38 million Boe/d, roughly $4.9 billion of Permian-weighted capital, $1.25 billion of debt retirement this year, and the $600 million annual cost-reduction target by 2027. Between now and that print, the schedule-setting work is on the land side. A combined Delaware Basin position means JOA re-execution where two operators' agreements govern the same units, and title rationalization where the acreage bases overlap. The federal acreage component requires federal title opinions before BLM drilling permits issue — a distinct examination workflow from state and private leasehold, and one that does not batch with it. We handle federal title opinions and NMOCD regulatory work in Lea and Eddy Counties. Board Certified in Oil, Gas, and Mineral Law, licensed in Texas and New Mexico. If a call to scope the federal title queue or integration curative would be useful ahead of the Q2 print, I am available this week. Ben Holliday Holliday Energy Law Group 210.469.3187

Subject + body combined

Subject: Devon — Q2 print August 4 is the first combined-company read; land work sets the integration schedule Hi [First Name], Devon announced July 1 that Q2 results come out August 4, with the call August 5 — the first full quarter reported as the combined Devon/Coterra company. The print will be read against the integration markers set in June: production near 1.38 million Boe/d, roughly $4.9 billion of Permian-weighted capital, $1.25 billion of debt retirement this year, and the $600 million annual cost-reduction target by 2027. Between now and that print, the schedule-setting work is on the land side. A combined Delaware Basin position means JOA re-execution where two operators' agreements govern the same units, and title rationalization where the acreage bases overlap. The federal acreage component requires federal title opinions before BLM drilling permits issue — a distinct examination workflow from state and private leasehold, and one that does not batch with it. We handle federal title opinions and NMOCD regulatory work in Lea and Eddy Counties. Board Certified in Oil, Gas, and Mineral Law, licensed in Texas and New Mexico. If a call to scope the federal title queue or integration curative would be useful ahead of the Q2 print, I am available this week. Ben Holliday Holliday Energy Law Group 210.469.3187

LinkedIn post (broader pattern — no operator name)

The first full-quarter earnings print after a large merger is a different kind of report. Nobody is reading it for the commodity story — they are reading it for the integration story. Did the cost targets move. Did the combined program hold its schedule. Here is what usually determines the answer, and it rarely gets a slide: the land work. A combined Delaware Basin position means JOA re-execution where two sets of operating agreements now govern the same units, and title rationalization where two acreage bases overlap. On federal acreage, a federal title opinion has to issue before the BLM grants a drilling permit — a separate workflow that does not batch with state or private leasehold. The earnings date gets announced in a press release. The title queue is what decides whether the quarter behind it held together.

▸Contacts (19) · click to show the list · emails pulled from clients-list.xlsx

Name	Email	Stage
Matt Beavers	No email address found	Cold
Andy Bennett	No email address found	Unknown
Keaton Curtis	Keaton.Curtis@coterra.com	Client
Kevin Gavigan	kevin.p.gavigan@gmail.com, Kevin.Gavigan@coterra.com	Cold
Michael Holiday	Michael.Holiday@coterra.com	Client
Martin Howell	No email address found	Cold
Adam Morgan	Adam.Morgan@coterra.com	Client
Blair Nutter	No email address found	Client
Dylan Park	dylan.park@coterra.com	Client
Colt Parks	No email address found	Cold
Megan Powell	No email address found	Client
Scott Richter	Scott.Richter@coterra.com	Client
Trey Roberson	Trey.Roberson@coterra.com	Client
Ashley St.Pierre	Ashley.StPierre@coterra.com	Client
Tristan Walker	Tristan.Walker@coterra.com	Client
Tristan Walker	No email address found	Cold
Brad Wechsler	Brad.Wechsler@coterra.com	Client
Russell Wickman	Russell.Wickman@coterra.com	Client
Aaron Young	No email address found	Unknown

EOG Resources · 1 Warm · 36 Client · Permian · 37 contacts

7/10

Q2 results set for August 5; Truist trims price target to $134 on commodity prices ahead of the print; $1.02/share dividend payable July 31 (record date July 17); Utica build on the Encino acreage continues alongside full-scale Delaware and Eagle Ford programsInvesting.com — Truist cuts EOG price target to $134 ahead of Q2 report, July 2026 | EOG Resources — dividend $1.02/share payable July 31, record July 17, 2026 | Trading Economics / OilPrice — WTI near $68, OPEC+ raises output 188,000 b/d, week of June 30, 2026 | Oil & Gas Journal — EOG 'explorationist' posture, June 2026

Reason to reach out

EOG goes into its August 5 Q2 print with Truist trimming its target to $134 on commodity prices and WTI near $68 — but the three-play program runs anyway: Utica building on the Encino acreage while the Delaware and Eagle Ford run at full scale. The title work behind scheduled locations is not price-sensitive; it is schedule-driven, across all three plays at once. (Source: Investing.com, July 2026; OPEC+ output decision, week of June 30)

Primary contact: Gary Barker

LinkedIn DM — send to Gary Barker

Gary — EOG heads into the August 5 Q2 report with the tape softening: Truist trimmed its target to $134 on commodity prices, and WTI settled near $68 as OPEC+ added another 188,000 barrels a day. Here is the part that does not move with the strip. The three-play program keeps running — Utica development across multiple pads on the Encino acreage while the Delaware and Eagle Ford run at full scale — and the title examination behind locations already scheduled is schedule-driven, not price-driven. EOG is still standing up Ohio title and JOA infrastructure from a lower base while two mature programs generate continuous title and curative demand. HELG handles title opinions, curative, and regulatory work in Texas and New Mexico. If bandwidth in the Delaware or Eagle Ford would help while the Ohio build proceeds, worth a short conversation. — Ben Holliday, HELG · 210.469.3187

Email subject

EOG — softer tape into the August 5 print; three-play title workload runs on schedule, not price

Email body (swap [First Name] when sending)

Hi [First Name], EOG heads into its August 5 Q2 report with the tape working against it. Truist trimmed its price target to $134 from $149 in early July, citing commodity prices, as WTI settled near $68 — the lowest since late February — on OPEC+ adding another 188,000 barrels per day. The board declared the regular $1.02 dividend, payable July 31 to holders of record July 17. None of that changes the operating posture. The Utica is running as a top-tier play on the integrated Encino acreage, with development across multiple pads in Harrison and Guernsey Counties, while the Delaware Basin and Eagle Ford run at full scale. The title examination behind locations already scheduled — in three plays at once — is schedule-driven, not price-driven. And EOG is still standing up Ohio title and JOA infrastructure from a lower base while the two mature programs generate continuous title and curative demand. We handle title opinions, curative, and NMOCD regulatory work in Texas and New Mexico across EOG's Delaware Basin and Eagle Ford footprints. If discussing legal support in either market would be useful ahead of the Q2 print, I am available this week. Ben Holliday Holliday Energy Law Group 210.469.3187

Subject + body combined

Subject: EOG — softer tape into the August 5 print; three-play title workload runs on schedule, not price Hi [First Name], EOG heads into its August 5 Q2 report with the tape working against it. Truist trimmed its price target to $134 from $149 in early July, citing commodity prices, as WTI settled near $68 — the lowest since late February — on OPEC+ adding another 188,000 barrels per day. The board declared the regular $1.02 dividend, payable July 31 to holders of record July 17. None of that changes the operating posture. The Utica is running as a top-tier play on the integrated Encino acreage, with development across multiple pads in Harrison and Guernsey Counties, while the Delaware Basin and Eagle Ford run at full scale. The title examination behind locations already scheduled — in three plays at once — is schedule-driven, not price-driven. And EOG is still standing up Ohio title and JOA infrastructure from a lower base while the two mature programs generate continuous title and curative demand. We handle title opinions, curative, and NMOCD regulatory work in Texas and New Mexico across EOG's Delaware Basin and Eagle Ford footprints. If discussing legal support in either market would be useful ahead of the Q2 print, I am available this week. Ben Holliday Holliday Energy Law Group 210.469.3187

LinkedIn post (broader pattern — no operator name)

When the oil price softens, analysts re-run their models. Land departments do not get to. A price target cut ahead of an earnings print changes the investor conversation — it does not change the title examination behind the locations already on the schedule. An operator running programs in three plays at once has title and curative demand in each, set by the drilling calendar, not the strip. And an operator building out a newer play while two mature ones run at full scale is doing that work from a lower infrastructure base in the new geography — title framework, JOA standards, regulatory familiarity — without slowing the established basins down. The strip decides what next year's program looks like. This year's program already made its title commitments. They come due on schedule, whatever the tape does.

▸Contacts (37) · click to show the list · emails pulled from clients-list.xlsx

Name	Email	Stage
Laurie Archer	laurie_Archer@eogresources.com	Client
Gary Barker	gary_barker@eogresources.com	Client
James Barwiss	James_Barwis@eogresources.com	Client
Taylor Bellows	taylor_bellows@eogresources.com	Client
Vivian Beltran	vivian_beltran@eogresources.com	Client
Dustin Bynum	dustin_bynum@eogresources.com	Client
Elizabeth Castillo	elizabeth_castillo@eogresources.com	Client
Tatum Dolan	tatum_dolan@eogresources.com	Client
Riker Everett	riker_everett@eogresources.com	Client
Austin Frye	No email address found	Client
Pat Gray	pgray@bpgray.com	Warm
Clay Haggard	clay_haggard@eogresources.com	Client
Skyler Henderson	skyler_henderson@eogresources.com	Client
Stephen Himes	steve_himes@eogresources.com	Client
Katie Jirasek	Katie_Jirasek@eogresources.com	Client
Jamin Jones	No email address found	Client
Taylor Jordan	tracy_jordan@eogresources.com	Client
Judy Kirian	judy_kirian@eogresources.com	Client
Erin Lloyd	erin_lloyd@eogresources.com	Client
Katie Mcbryde	Katie_McBryde@eogresources.com	Client
Casey Ott	No email address found	Client
Josh Pitman	josh_pitman@eogresources.com	Client
Chloe Sawtelle	chloe_sawtelle@eogresources.com	Client
Dax Shepherd	No email address found	Client
Bella Sikes	bella_sikes@eogresources.com	Client
Drew Simmons	drew_simmons@eogresources.com	Client
Evan Simmons	No email address found	Client
Matt Smith	matthew_smith@eogresources.com	Client
Graham Steele	No email address found	Client
Nathan Stephenson	No email address found	Client
Richard Stewart	richard_stewart@eogresources.com	Client
Cassie Stonedale	cassie_stonedale@eogresources.com	Client
Laci Stretcher	laci_stretcher@eogresources.com	Client
Ellarie Sutton	ellarie_sutton@eogresources.com	Client
Damon Weger	damon_weger@eogresources.com	Client
Michael Yemm	Michael_Yemm@eogresources.com	Client
Sherman Young	sherman_young@eogresources.com	Client

ConocoPhillips · 60 Client · 6 Unknown · Permian · 66 contacts

6/10

Morgan Stanley trims target to $146 (Overweight held) in early July; Q2 call set for August 6; $2B Delaware sale (Concho/Shell vintage) still unresolved with WTI back near $68 — the settled-lower tape keeps the bid-ask wide; federal Delaware title work runs regardlessYahoo Finance / Seeking Alpha — Morgan Stanley trims COP target to $146, Wells Fargo maintains Buy, July 2, 2026 | ConocoPhillips — Q2 2026 conference call August 6, 2026 | World Oil / Bloomberg — ~$2B Permian sale exploration, deliberations early-stage | Trading Economics — WTI near $68, OPEC+ +188,000 b/d, week of June 30, 2026

Reason to reach out

COP's ~$2B Delaware sale is still open, and the tape has shifted from whipsaw to settled-lower — WTI near $68 as OPEC+ adds 188,000 b/d — which arguably keeps the bid-ask wider than volatility did. Morgan Stanley trimmed to $146 ahead of the August 6 call. The constant: the federal Delaware acreage COP keeps developing requires federal title opinions before BLM permits issue, sale or no sale. (Source: Morgan Stanley note July 2; WTI/OPEC+ week of June 30, 2026)

Primary contact: Mark Carter

LinkedIn DM — send to Mark Carter

Mark — the COP Delaware package is still unresolved, and the tape may now be the reason. WTI settled near $68 — lowest since late February — as OPEC+ added 188,000 barrels a day, and a settled-lower price is arguably harder on a seller than a volatile one: the bid reflects the new strip while the seller remembers the old one. Morgan Stanley trimmed its target to $146 ahead of the August 6 call. The constant underneath: whatever happens with the sale, COP keeps developing the Delaware position it holds, and the federal acreage — more than 60% of Eddy County is federal — needs federal title opinions before BLM permits issue. HELG handles federal title in the Delaware Basin, licensed in Texas and New Mexico. Worth a short conversation. — Ben Holliday, HELG · 210.469.3187

Email subject

ConocoPhillips — settled-lower tape keeps the $2B Delaware sale open; federal title queue runs on the drilling clock

Email body (swap [First Name] when sending)

Hi [First Name], ConocoPhillips' roughly $2 billion Delaware Basin sale — the Concho and Shell vintage assets — remains unresolved as July opens: no buyer named, deliberations still early-stage, and the company free not to sell. The macro backdrop has shifted from whipsaw to settled-lower. WTI sits near $68, the lowest since late February, as OPEC+ adds another 188,000 barrels per day and Gulf supply normalizes. A settled-lower tape is arguably harder on a seller than a volatile one — the bid reflects the new strip while the seller remembers the old one — and the bid-ask stays wide. Morgan Stanley trimmed its target to $146 ahead of the August 6 Q2 call; the rating held. The practical constant is unchanged. Whether or not the package sells, COP keeps developing the Delaware position it holds, and the federal acreage in it — more than 60% of Eddy County is federally owned — requires federal title opinions before BLM drilling permits issue. That queue runs on the drilling schedule's clock, not the deal's. We handle Delaware Basin and federal title opinions and curative in Texas and New Mexico. Board Certified in Oil, Gas, and Mineral Law. If a conversation on the federal title workload would be useful, I am available this week. Ben Holliday Holliday Energy Law Group 210.469.3187

Subject + body combined

Subject: ConocoPhillips — settled-lower tape keeps the $2B Delaware sale open; federal title queue runs on the drilling clock Hi [First Name], ConocoPhillips' roughly $2 billion Delaware Basin sale — the Concho and Shell vintage assets — remains unresolved as July opens: no buyer named, deliberations still early-stage, and the company free not to sell. The macro backdrop has shifted from whipsaw to settled-lower. WTI sits near $68, the lowest since late February, as OPEC+ adds another 188,000 barrels per day and Gulf supply normalizes. A settled-lower tape is arguably harder on a seller than a volatile one — the bid reflects the new strip while the seller remembers the old one — and the bid-ask stays wide. Morgan Stanley trimmed its target to $146 ahead of the August 6 Q2 call; the rating held. The practical constant is unchanged. Whether or not the package sells, COP keeps developing the Delaware position it holds, and the federal acreage in it — more than 60% of Eddy County is federally owned — requires federal title opinions before BLM drilling permits issue. That queue runs on the drilling schedule's clock, not the deal's. We handle Delaware Basin and federal title opinions and curative in Texas and New Mexico. Board Certified in Oil, Gas, and Mineral Law. If a conversation on the federal title workload would be useful, I am available this week. Ben Holliday Holliday Energy Law Group 210.469.3187

LinkedIn post (broader pattern — no operator name)

A settled-lower oil price can stall an asset sale more effectively than a volatile one. Volatility gives both sides an excuse to wait for clarity. A price that settles at the new level forces the harder conversation — the bid now reflects the new strip, and the seller is still anchored to the old one. That is a bid-ask problem no banker can structure away, and it is one reason large A&D processes go quiet without being dead. Here is what does not go quiet. The seller keeps operating the asset while the process runs. On a federal Delaware Basin position, that means federal title opinions before the BLM issues drilling permits — a separate examination workflow from state or private leasehold, on the drilling schedule's clock. The disposition target has a year attached to it. The title queue has a spud date attached to it. Only one of those moves.

▸Contacts (66) · click to show the list · emails pulled from clients-list.xlsx

Name	Email	Stage
Marc Acuff	No email address found	Unknown
Adam Altenhofen	adam.altenhofen@conocophillips.com	Client
Stephanie Ashley	stephanie.ashley@conocophillips.com	Client
Brandon Beversdorf	brandon.beversdorf@conocophillips.com	Client
John Bowman	john.e.bowman@conocophillips.com	Client
Henry Calle	henry.calle@conocophillips.com	Client
Mark Carter	mark.carter2@conocophillips.com	Client
Wilson Cash	wilson.cash@conocophillips.com	Client
Jackie Chatterton	jackie.chatterton@conocophillips.com	Client
Matt Darby	matt.darby@conocophillips.com	Client
Brian Dart	brian.c.dart@cop.com	Client
Elisabeth Davis	elisabeth.f.davis@conocophillips.com	Client
Clint Devillier	clint.devillier@conocophillips.com	Client
Melissa Dimit	melissa.dimit@conocophillips.com	Client
Ben Eisterhold	No email address found	Unknown
Debbie Evans	debbie.evans@conocophillips.com	Client
Shaina Ferrell	shaina.j.ferrell@conocophillips.com	Client
Caroline Frederick	caroline.frederick@conocophillips.com	Client
Joseph Geiger	joseph.geiger@conocophillips.com	Client
Kelsey Gilbert	kelsey.gilbert@conocophillips.com	Client
Courtney Goggin	courtney.goggin@conocophillips.com	Client
Kayla Hale	kayla.hale@conocophillips.com	Client
Brian Hall	brian.hall@conocophillips.com	Client
Ashley Hansen	No email address found	Unknown
Eric Hernandez	No email address found	Client
Catie Hill	catie.hill@conocophillips.com	Client
Caroline Hoban	caroline.hoban@conocophillips.com	Client
Jared Hobbs	jared.hobbs@conocophillips.com	Client
Aaron Hunter	aaron.hunter@conocophillips.com	Client
Kevin Irwin	kevin.irwin@conocophillips.com	Client
Davis Johnson	davis.d.johnson@conocophillips.com	Client
Dean Joshua	Josh.Dean@conocophillips.com	Client
Brian Joya	brian.joya@conocophillips.com	Client
Andrew Kendall	Andrew.Kendall@conocophillips.com	Client
Jeff Kliewer	jeff.kliewer@conocophillips.com	Client
Shelley Klingler	No email address found	Unknown
Leah M. Lawdermilk	Leah.M.Lawdermilk@conocophillips.com	Client
Brian Levea	brian.levea@conocophillips.com	Client
Zach Marsh	zach.marsh@concophillips.com	Client
Scott Mcbee	No email address found	Client
Kim Mccarver	kim.r.mccarver@conocophillips.com	Client
Mason Mclenna	No email address found	Client
Kieran Mcmullen	kieran.mcmullen@conocophillips.com	Client
Sarah Midkiff	sarah.h.midkiff@conocophillips.com	Client
Sean Miller	sean.miller@conocophillips.com	Client
Joey Moppert	joey.moppert@conocophillips.com	Client
Becca Morris	becca.morris@conocophillips.com	Client
Jason Parker	jason.c.parker@conocophillips.com	Client
Beth Ryan	beth.ryan@conocophillips.com	Client
Brooks Sitka	brooks.sitka@conocophillips.com	Client
Leslie Rountree Smith	leslie.rountreesmith@conocophillips.com	Client
Benjamin Stecker	ben.stecker@conocophillips.com	Client
Mackayla Stone	mackayla.stone@conocophillips.com	Client
Jeffrey Stout	jeff.s.stout@conocophillips.com	Client
John Stretcher	jsstretcher@gmail.com	Client
Robert Stumpf	No email address found	Client
Maribel Torres	maribel.torres@conocophillips.com	Client
Chad Tshirhardt	No email address found	Unknown
Macie Valles	No email address found	Client
Joann Velasquez	joann.velasquez@conocophillips.com	Client
Chris Virant	No email address found	Client
Steve Virant	No email address found	Unknown
Johnna Williams	johnna.williams@conocophillips.com	Client
Justin Williams	justin.k.williams@cop.com	Client
Cash Wilson	No email address found	Client
Henry Zollinger	henry.zollinger@conocophillips.com	Client

Permian Resources · 1 Cold · 17 Client · Permian · 18 contacts

6/10

WTI settles near $68 as OPEC+ adds 188,000 b/d — a softer acreage market favors the Delaware's most disciplined ground-game buyer; Q1 pace was ~40 transactions for $205M; Form 4 insider filing July 2; ~450K net acres, second-largest Permian pure-playTrading Economics / OilPrice — WTI near $68, OPEC+ raises output 188,000 b/d, week of June 30, 2026 | Permian Resources Q1 2026 results — ~40 transactions for $205M (permianres.com, June 5, 2026) | Investing.com — Permian Resources Form 4, July 2, 2026 | Permian Resources company profile — ~450,000 net acres

Reason to reach out

WTI settling near $68 on the OPEC+ output increase is the environment where a disciplined ground-game buyer does its best work — small-package sellers reprice faster than large ones. Permian Resources ran ~40 transactions for $205M in Q1 alone. The legal load scales with transaction count, not dollars: each package is its own title examination and curative file. If the softer tape accelerates the ground game in Q3, the title queue accelerates with it. (Source: PR Q1 results; WTI/OPEC+ week of June 30, 2026)

Primary contact: Mark Hajdik

LinkedIn DM — send to Mark Hajdik

Mark — the tape may have just moved in Permian Resources' favor. WTI settled near $68 as OPEC+ added 188,000 barrels a day, and a settled-lower price is where a disciplined ground-game buyer does its best work: sellers of small packages reprice faster than sellers of large ones, and the buyer with a standing acquisition machine moves while bigger processes stall on wide bid-asks. Q1 showed the machine at pace — roughly 40 transactions for $205 million. The legal workload scales with the transaction count, not the dollars: each package is its own title examination, curative file, and JOA and division-order review, across four counties with different standards and a federal workflow on the New Mexico side. If the softer tape accelerates the ground game in Q3, the title queue accelerates with it. HELG handles Delaware Basin title and curative in all four counties — licensed in Texas and New Mexico. Worth a short conversation. — Ben Holliday, HELG · 210.469.3187

Email subject

Permian Resources — settled-lower tape favors the ground game; title queue scales with transaction count

Email body (swap [First Name] when sending)

Hi [First Name], The tape may have just moved in Permian Resources' favor. WTI settled near $68 — the lowest since late February — as OPEC+ added another 188,000 barrels per day. A settled-lower price is the environment where a disciplined ground-game acquirer does its best buying: sellers of small packages reprice faster than sellers of large ones, and the buyer with a standing acquisition machine can move while larger A&D processes stall on wide bid-asks. Q1 showed what that machine looks like at pace — roughly 40 transactions for $205 million, on top of more than $1 billion of acquisitions in each of the last two years. The legal workload scales with the transaction count, not the dollar size. Each package is its own title examination, curative file, and JOA and division-order review — across Reeves, Culberson, Lea, and Eddy Counties, each with its own standards, and a federal title workflow on the New Mexico acreage. If the softer tape accelerates the ground game in Q3, the title queue accelerates with it. We handle Delaware Basin title opinions and curative in all four of those counties. Licensed in Texas and New Mexico, Board Certified in Oil, Gas, and Mineral Law. If discussing legal support for the acquisition workflow would be useful, I am available this week. Ben Holliday Holliday Energy Law Group 210.469.3187

Subject + body combined

Subject: Permian Resources — settled-lower tape favors the ground game; title queue scales with transaction count Hi [First Name], The tape may have just moved in Permian Resources' favor. WTI settled near $68 — the lowest since late February — as OPEC+ added another 188,000 barrels per day. A settled-lower price is the environment where a disciplined ground-game acquirer does its best buying: sellers of small packages reprice faster than sellers of large ones, and the buyer with a standing acquisition machine can move while larger A&D processes stall on wide bid-asks. Q1 showed what that machine looks like at pace — roughly 40 transactions for $205 million, on top of more than $1 billion of acquisitions in each of the last two years. The legal workload scales with the transaction count, not the dollar size. Each package is its own title examination, curative file, and JOA and division-order review — across Reeves, Culberson, Lea, and Eddy Counties, each with its own standards, and a federal title workflow on the New Mexico acreage. If the softer tape accelerates the ground game in Q3, the title queue accelerates with it. We handle Delaware Basin title opinions and curative in all four of those counties. Licensed in Texas and New Mexico, Board Certified in Oil, Gas, and Mineral Law. If discussing legal support for the acquisition workflow would be useful, I am available this week. Ben Holliday Holliday Energy Law Group 210.469.3187

LinkedIn post (broader pattern — no operator name)

A softer oil price slows the big deals and speeds up the small ones. Sellers of large packages anchor to the old strip and the bid-ask goes wide. Sellers of small packages — the family partnership, the non-op holder, the estate — reprice faster. Which means the acquirers built for the ground game tend to do their best buying in exactly this kind of tape. Here is the part that scales with it: the legal workload on a ground game tracks the transaction count, not the dollar size. Forty small packages is forty title examinations, forty curative files, forty sets of JOA and division-order review — spread across counties with different examination standards, and a separate federal workflow where the acreage is federal. When the buying accelerates, the title queue accelerates with it. The operators that keep pace are the ones that built the legal capacity before the market turned their way.

▸Contacts (18) · click to show the list · emails pulled from clients-list.xlsx

Name	Email	Stage
Oliver Cho	Oliver.Cho@permianres.com	Client
Hayden Clyce	Hayden.Clyce@permianres.com	Client
Logan Cooksey	No email address found	Client
Ryan Curry	ryan@vfpetroleum.com	Client
Patrick Godwin	No email address found	Cold
Matthew Gray	Matthew.Gray@permianres.com	Client
Mark Hajdik	mark.hajdik@permianres.com	Client
Kelsi Henriques	Kelsi.Henriques@permianres.com	Client
Jon-aaron House	jon-aaron.house@conocophillips.com	Client
Michael Hurlbut	michael.hurlbut@permianres.com	Client
Trevor Irby	trevor.irby@permianres.com	Client
Sean Johnson	Sean.Johnson@permianres.com	Client
Matt Jordan	matt.jordan@permianres.com	Client
Daniel Koury	Daniel.Koury@permianres.com	Client
Brian Pond	Brian.Pond@permainres.com	Client
Adam Reker	No email address found	Client
Drew Tarwater	No email address found	Client
Alexa Wolf	alexa.wolf@permianres.com	Client

Crescent Energy · 4 Cold · Permian · 4 contacts

6/10

Zacks Rank #1 (Strong Buy) upgrade on rising earnings estimates; Q2 consensus — EPS $0.62 (+44% y/y) on ~$1.24B revenue (+38%) — first clean read on the Vital integration due early August; ~$1B non-core divestiture program continues ($900M+ closed in 2025)Simply Wall St / Yahoo Finance — Crescent Zacks Rank #1 upgrade, June 2026 | Yahoo Finance — Q2 consensus EPS $0.62, revenue ~$1.24B, late June 2026 | Crescent Energy — Vital close Dec 15, 2025; non-core divestiture program $900M+ closed in 2025 (BusinessWire / SEC)

Reason to reach out

Crescent picked up a Zacks #1 upgrade and consensus calls for Q2 EPS of $0.62 (+44% y/y) on ~$1.24B revenue — functionally the market's first clean read on the Vital integration, due early August. What converts announced cost targets into reported ones is the land work: JOA and title rationalization on the absorbed acreage, plus title support on the ~$1B divestiture program running alongside. (Source: Zacks upgrade June 2026; Q2 consensus, late June 2026)

Primary contact: Robert Matusek

LinkedIn DM — send to Robert Matusek

Robert — the estimate tape is moving Crescent's way ahead of the early-August Q2 report: a Zacks Rank #1 upgrade, and consensus at $0.62 EPS on roughly $1.24 billion revenue — up 44% and 38% year over year. That print is functionally the first clean read on the Vital integration, and what converts announced cost targets into reported ones is the land work: JOA and title rationalization on the absorbed Permian acreage, running alongside the roughly $1 billion non-core divestiture program, where every package sold gets examined by its buyer. Two-directional title workload, neither side tied to rig count. HELG handles Eagle Ford and Permian title, curative, and A&D due diligence — licensed in Texas, Board Certified in Oil, Gas, and Mineral Law. If a conversation on legal support ahead of the print would be useful, easy to reach. — Ben Holliday, HELG · 210.469.3187

Email subject

Crescent — Zacks #1 and rising Q2 estimates; the print is the first clean read on the Vital integration

Email body (swap [First Name] when sending)

Hi [First Name], The estimate tape is moving Crescent's way. The company picked up a Zacks Rank #1 upgrade on rising earnings estimates, and consensus for the early-August Q2 report calls for EPS of $0.62 — up roughly 44% year over year — on revenue near $1.24 billion, up about 38%. That print is functionally the market's first clean read on the Vital integration. The $3.1 billion close was mid-December, Q1 paired record production of 341 MBoe/d with a net loss, and Q2 is the first full quarter where the combined cost structure has to show up. The roughly $1 billion non-core divestiture program runs alongside — $900 million-plus closed in 2025 — as the route to net debt below 1.5x. What converts announced targets into reported ones is the land work. JOA and title rationalization on the absorbed Vital acreage on one side; title and diligence support on the packages being sold on the other, because every buyer examines what it is sold. Neither runs on rig count. We handle Eagle Ford and Permian title opinions, curative, and A&D due diligence. Licensed in Texas, Board Certified in Oil, Gas, and Mineral Law. If a conversation ahead of the Q2 print would be useful, I am available this week. Ben Holliday Holliday Energy Law Group 210.469.3187

Subject + body combined

Subject: Crescent — Zacks #1 and rising Q2 estimates; the print is the first clean read on the Vital integration Hi [First Name], The estimate tape is moving Crescent's way. The company picked up a Zacks Rank #1 upgrade on rising earnings estimates, and consensus for the early-August Q2 report calls for EPS of $0.62 — up roughly 44% year over year — on revenue near $1.24 billion, up about 38%. That print is functionally the market's first clean read on the Vital integration. The $3.1 billion close was mid-December, Q1 paired record production of 341 MBoe/d with a net loss, and Q2 is the first full quarter where the combined cost structure has to show up. The roughly $1 billion non-core divestiture program runs alongside — $900 million-plus closed in 2025 — as the route to net debt below 1.5x. What converts announced targets into reported ones is the land work. JOA and title rationalization on the absorbed Vital acreage on one side; title and diligence support on the packages being sold on the other, because every buyer examines what it is sold. Neither runs on rig count. We handle Eagle Ford and Permian title opinions, curative, and A&D due diligence. Licensed in Texas, Board Certified in Oil, Gas, and Mineral Law. If a conversation ahead of the Q2 print would be useful, I am available this week. Ben Holliday Holliday Energy Law Group 210.469.3187

LinkedIn post (broader pattern — no operator name)

Rising earnings estimates ahead of a post-merger quarter are a bet on something specific: that the integration work is actually done, not just announced. Analysts can model the cost targets. What they cannot see from outside is whether the land work underneath is keeping pace — the JOA rationalization where two operators' agreements govern the same units, the title work that lets the combined program drill on schedule, the division orders that get revenue booked cleanly. And when the same company is selling non-core packages to bring debt down, there is a second title workload running the other direction, because every buyer examines what it is sold. The estimate revisions show up in the rank upgrades. The work they are betting on shows up in the land department's queue. The quarter that follows tells you whether the two matched.

▸Contacts (4) · click to show the list · emails pulled from clients-list.xlsx

Name	Email	Stage
David Hansen	No email address found	Cold
Glen Hodge	No email address found	Cold
Robert Matusek	No email address found	Cold
Zach Morgan	No email address found	Cold

Riley Permian · 2 Warm · 2 Unknown · OKC · 4 contacts

5/10

H1-weighted $200M capex plan now past its peak — two rigs ran through May, activity tapering into H2 while >20% oil growth guidance holds; Silverback Yeso Trend (Eddy County NM) development continues; the taper window is when title and curative backlogs get workedTipRanks — Riley Exploration Permian 2026 plan: ~$200M capex, H1-weighted, two rigs through May, >20% oil growth (2026) | Riley Permian Q1 2026 results, May 6, 2026 | Riley Permian — Silverback acquisition (~$123M, Eddy County Yeso trend), July 2025

Reason to reach out

Riley's H1-weighted plan just passed its peak — two rigs ran through May, activity tapers into H2 while >20% oil growth guidance holds. The taper window is when the backlog gets worked: curative from H1 examinations, division orders on wells coming online, NMOCD filings on the Silverback Yeso acreage. Carrying that into the next campaign is where it compounds. (Source: TipRanks 2026 plan; Riley Q1 results, May 6, 2026)

Primary contact: Mark Smith

LinkedIn DM — send to Mark Smith

Mark — Riley's front-loaded 2026 plan just passed its turn: two rigs through May, roughly $200 million of H1-weighted capex, and activity tapering into the second half while the 20%-plus oil growth guidance holds. The taper window is when the land-side backlog gets worked — curative on what the H1 title examinations surfaced, division orders and revenue decks on the wells coming online, and NMOCD filings on the Silverback Yeso acreage. The alternative is carrying it into the next campaign, where it compounds. And the Northwest Shelf runs on its own NMOCD requirements and title workflow, distinct from the Delaware to the south. HELG handles NMOCD work and title across New Mexico, including the Northwest Shelf — licensed in Texas and New Mexico. If help working the backlog through the quiet stretch would be useful, easy to reach. — Ben Holliday, HELG · 210.469.3187

Email subject

Riley Permian — H1 drilling peak is past; the H2 taper is the backlog window

Email body (swap [First Name] when sending)

Hi [First Name], Riley's 2026 plan was built front-heavy on purpose — roughly $200 million of capex weighted to the first half, two rigs running through May, activity tapering into the second half while guidance holds at more than 20% oil growth on the year. July marks the turn. What is ahead of the program now is the tail a front-loaded campaign leaves: title curative on what the H1 examinations surfaced, division orders and revenue decks on the wells coming online, and NMOCD filings on the Silverback Yeso Trend acreage in Eddy County — the 300-plus-location inventory that carries the development program. The taper window is when that backlog gets worked; the alternative is carrying it into the next campaign, where it compounds. The geographic point still applies. The Yeso Trend and Northwest Shelf run on their own NMOCD requirements, formation history, and title workflow — distinct from the Delaware Basin to the south. We handle NMOCD regulatory filings, compulsory pooling, and title opinions across New Mexico, including the Northwest Shelf. Board Certified in Oil, Gas, and Mineral Law, licensed in Texas and New Mexico. If help working the backlog through the quiet stretch would be useful, I am available this week. Ben Holliday Holliday Energy Law Group 210.469.3187

Subject + body combined

Subject: Riley Permian — H1 drilling peak is past; the H2 taper is the backlog window Hi [First Name], Riley's 2026 plan was built front-heavy on purpose — roughly $200 million of capex weighted to the first half, two rigs running through May, activity tapering into the second half while guidance holds at more than 20% oil growth on the year. July marks the turn. What is ahead of the program now is the tail a front-loaded campaign leaves: title curative on what the H1 examinations surfaced, division orders and revenue decks on the wells coming online, and NMOCD filings on the Silverback Yeso Trend acreage in Eddy County — the 300-plus-location inventory that carries the development program. The taper window is when that backlog gets worked; the alternative is carrying it into the next campaign, where it compounds. The geographic point still applies. The Yeso Trend and Northwest Shelf run on their own NMOCD requirements, formation history, and title workflow — distinct from the Delaware Basin to the south. We handle NMOCD regulatory filings, compulsory pooling, and title opinions across New Mexico, including the Northwest Shelf. Board Certified in Oil, Gas, and Mineral Law, licensed in Texas and New Mexico. If help working the backlog through the quiet stretch would be useful, I am available this week. Ben Holliday Holliday Energy Law Group 210.469.3187

LinkedIn post (broader pattern — no operator name)

A front-loaded drilling program leaves a back-loaded paperwork program. When an operator runs its rigs hard in the first half and tapers into the second, the rig line goes quiet — the land department does not. What is left behind is the tail: curative on everything the first-half title examinations surfaced, division orders and revenue decks on the wells coming online, and the regulatory filings that follow completions. The taper window is when disciplined operators get that backlog to zero, because a backlog carried into the next campaign does not wait patiently — it compounds, and it usually surfaces at the worst possible time, in front of a spud date. The rig count tells you where a program has been. The state of the curative file tells you whether it is ready for where it is going next.

▸Contacts (4) · click to show the list · emails pulled from clients-list.xlsx

Name	Email	Stage
Ty Edelen	No email address found	Unknown
Chris Harwi	No email address found	Unknown
Michael Palmer	michaelpalmer@rileypermian.com	Warm
Mark Smith	marksmith@rileypermian.com	Warm

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