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Jamie Heard

Jamie Heard

Sep 23, 2026

24:45
Got one left
24:46
[laughs] And I, and I would say, like, Conoco talked a little bit about some activity increase, and Diamondback tr- it was actually...
24:55
Case, Case was, I thought, quite thoughtful with how they presented their activity change.
25:00
They had a great position with drilled and complete wells where they could be short cycle and bringing on some volume that actually would be benefited by the higher oil prices we're getting this summer.
25:12
Um, usually you don't have the opportunity to activate capital and get production anywhere near that activation.
25:20
It's usually a nine, 12-month lag.
25:22
But the ducks were there, and so that's gonna be back-end-weighted, uh, production, which is gonna serve great profits for, for Diamondback.

22 MINS LATER

47:55
Um, do you see that as a long-term risk, or do you think that maybe it's different and Canada is dedicated towards this mission of becoming an energy superpower?

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