Basin Ventures

With over 100 years of combined team experience, and more than $1.25B managed and deployed, Basin is a leader in American energy asset management.

[Basin Ventures @BasinVentures]

America pumps more crude than any country on earth. So why are we buying diesel from Russia?

Why is the Gulf shipping diesel overseas while the Northeast runs short? And why can’t more drilling fix it?

Think of a barrel of crude like a steer headed to the packing plant. You get some ribeye, a lot of ground beef and plenty you’ll never see on a menu. Diesel is only about 30% of the barrel, and our plants are already full. Nobody can raise a steer that’s all ribeye.

Adam Butcher (@TheTXOilMan) explains what’s really behind $6 diesel, and what would actually help:

https://t.co/jop1aPJlt1

[Basin Ventures @BasinVentures]

If tax treatment is what makes a well worth owning, it isn’t worth owning.

Direct oil and gas offers undeniable tax advantages, including up to a 100% first-year write-off through IDCs and bonus depreciation. But a write-off only changes what you keep; it doesn’t create the return. If the rock doesn’t produce, no tax code will save the investment.

At Basin Ventures, we underwrite non-operated working interests (NOWIs) on geology, operator execution, and cash flow first. Tax efficiency should be a byproduct of owning a great asset, never the sole reason to buy it.

Fund V is currently open to accredited partners looking for disciplined, production-focused energy exposure.

Send us a direct message or visit https://t.co/uEvWTOy3FK to learn more.

[Basin Ventures @BasinVentures]

Q3 Webinar Replay Available Now ▶️

Thank you to Texas State Senator Mayes Middleton for joining us and sharing his legal and regulatory perspective on Texas energy.

If you couldn’t make it live, the full replay is up. Our view this quarter is that volatility, not the price level, is what matters. Every disruption abroad keeps new supply disciplined and makes producing domestic assets more valuable. We also covered why AI-driven power demand is a long-term driver for U.S. natural gas, and walked through the latest production updates across our funds.

To our investors: thank you for your trust. We’ll keep you informed every step of the way.

Watch the recap: https://t.co/QgcvjZK2zm

[Basin Ventures @BasinVentures]

Emergency oil reserves buy time. They don’t create new supply.

In his latest piece, “The Shock Absorbers Are Spent,” Basin Ventures President Adam Butcher (@thetxoilman) examines what the next supply disruption could look like after emergency stockpiles have been drawn down, and why rebuilding American energy supply matters.

The investment perspective goes beyond the next price spike. It’s about supporting domestic production, maintaining disciplined underwriting, and owning a piece of the energy the economy depends on.

Read the full article: https://t.co/aQovEBYfH2

#BasinVentures #EnergyInvesting #OilAndGas

[Basin Ventures @BasinVentures]

In his latest piece featured in The Federalist, our President Adam Butcher (@thetxoilman) breaks down why temporary policy interventions and price rhetoric consistently fail to address fundamental supply shortages.

While drawing down emergency reserves and attempting to talk down prices might offer short-term optics, these tactics ultimately mute the market signals operators need to commit long-term capital to new drilling programs. Adam outlines five practical policy resets Washington should make—from establishing predictable reserve refill plans to fixing permitting—to restore market confidence and allow domestic production to meet demand.

Read the full commentary below: https://t.co/RXTpPEI8Xq

[Basin Ventures @BasinVentures]

After 15 years of flat electricity demand, AI data centers are driving the biggest US power surge in a generation.

A server farm needs power at 3:00 AM in January. Wind and solar can't supply that 24/7 load on their own, and new nuclear takes a decade to build. That leaves one firm, immediate fuel: natural gas.

The market is already making its move:
• Meta is backing 10 new gas plants to power a single Louisiana campus.
• GE Vernova’s gas equipment backlog just reached 100 gigawatts.
• Siemens Energy is taking turbine orders at double its shipping capacity.

Adam Butcher (@thetxoilman) walks through the demand data, addresses local objections, and explains why 2027–2028 will mark the tightest stretch for American natural gas.

Read the full analysis: https://t.co/tVvcWEAOyh

[Basin Ventures @BasinVentures]

You can spend billions building a data center, but without power, it’s just expensive real estate.

Across the country—and especially in Texas—the massive surge in computing infrastructure is driving an unprecedented demand for reliable energy.

At Basin, we invest in American oil and natural gas. For us, the data center boom isn't just a tech story; it’s an energy story. It requires paying close attention to where that power will come from and when the grid will actually feel it.

Interconnects and construction take time, but the demand catalyst behind them is undeniable. Watch our Co-Founder and Managing Partner, Tim Davis, break this down in a recent keynote.

[Basin Ventures @BasinVentures]

Stock investors own a ticker. Basin investors own the ACTUAL production.

"You could back your truck up and take your oil away." - Basin Ventures President, @TheTXOilMan

Own the production: https://t.co/Iy2Kf0vOf2

[Carroll ISD @Carrollisd]

We were honored to welcome many dedicated public servants to Dragon Stadium Friday night, from the first responders who serve and protect our communities to Tarrant County Judge @TimothyOHare and Tarrant County Commissioner @MattKrauseTX, who joined us on the field for the ceremonial coin toss.

Thank you to all our public servants for their leadership, commitment and service to our community! 🐉🏈

And thank you to @BasinVentures, our Carroll ISD athletics title sponsor.

[Basin Ventures @BasinVentures]

US crude production is near record highs. Diesel crossed $6 a gallon this morning for the first time ever. Both true at the same time, which sounds impossible until you see where the actual problem is.

It isn't at the wellhead. It's at the refinery, and in the tankers that can't get where they need to go.

Our own refineries are running at 98% of capacity, which is about as hard as they can run. The grades of crude that make diesel are the ones stuck behind the Strait of Hormuz. And the government's own forecast has diesel supply staying tight into 2027.

Here's the part that matters if you're wondering what to do about it. Every household in America pays the energy bill whether prices go up or down. A much smaller number of Americans own the other side of it. Our President, Adam Butcher (@TheTXOilMan), walks through the week's data in plain English and makes the case that oil isn't inflationary if you own it.

Read it here: https://t.co/pC6NdPg6db

[Basin Ventures @BasinVentures]

Mark Zuckerberg is building a Manhattan-sized data center in Louisiana. Not for the LSU football games... For the natural gas.

Basin's President @TheTXOilMan on @BNicholsLiberty: the AI buildout runs on American natural gas.

[Basin Ventures @BasinVentures]

Still buzzing from last week's historic Cotton Bowl comeback? Safe to say the excitement isn't fading anytime soon. 🐉🔥

Down 27-0 before halftime, Southlake Carroll proved once again that you never count out the Dragons, rallying for an instant-classic 34-33 victory over Oklahoma powerhouse Jenks.

Our highlight reel is finally here. Relive every angle of the historic Cotton Bowl comeback:

⚡ The Spark: Backup QB Palmer Pensom connects with Easton Nied for a 42-yard touchdown strike to ignite the sideline.
🏆 The MVP Performance: Game MVP Brody Knowles (@BrodyKnowles11) turns in a legendary stat line with 7 catches for 180 yards and 2 touchdowns.
⏳ The Clutch Finish: QB Hudson Tomcheck (322 passing yards, 4 total TDs) caps a 14-play drive with a 3-yard touchdown keeper with left to seal the victory.

As the title sponsor of the State Line Showdown, it means the world to us to partner with an organization as incredible as @SLCAthletics. We are beyond proud to support these student-athletes, coaches, and fans. What an iconic debut win for Head Coach Lee Munn and a night we won't soon forget!

One community. One tradition. One purpose. GO DRAGONS! 🐉

#ProtectTheTradition #txhsfb #SouthlakeCarroll #StateLineShowdown #CottonBowl #FridayNightLights

[Adam Butcher @TheTXOilMan]

You can't call it the largest oil and gas deal in world history and expect anybody to talk about anything else this week.

So I'll be posting more than usual. If you get Venezuela'd out, I get it.

[Adam Butcher @TheTXOilMan]

Venezuela. What it is and what it isn't.

Win first: 65 billion barrels moving out from under Chinese and Russian partners is a real national security win. We talk about natural gas in exactly these terms. Oil is no different.

[News On 6 @NewsOn6]

Jenks and Southlake Carroll meet at the Cotton Bowl tomorrow night. @JenksFootball @CarrollDragonFB

Hear from both head coaches ahead of the Oklahoma-Texas showdown.

Full interview with @RavinRayTV premieres at 7:30 p.m. 👇

https://t.co/U6joWpIYeJ

[Basin Ventures @BasinVentures]

The 2026 season officially kicks off under the lights at the historic Cotton Bowl.

Before heading to Fair Park for the highly anticipated Stateline Showdown between the Southlake Carroll Dragons and the Jenks Trojans, please note a major schedule update:

🚨 NEW KICKOFF TIME: Due to the heat this week, the game will now start at 7:30 PM CDT to allow for cooler temperatures.

Here at Basin Ventures, we are proud to be included as the Title Sponsor for this premier interstate clash. We are incredibly grateful to all the behind-the-scenes hands from both programs making this massive event happen.

Before You Go: Plan your trip early! You can secure your digital tickets, pre-purchase parking passes, and check directions to the stadium by visiting: https://t.co/XAavYoUiqP

Get loud, bring your school pride, and we will see you tomorrow night in Dallas!

#StatelineShowdown #TXHSFB #OKHSFB #CottonBowl

[Basin Ventures @BasinVentures]

The SPR is drained. Cushing is near rock bottom. Adam Butcher's take: stop pulling artificial levers and let supply and demand work. Higher prices put rigs back to work. That's how you drill, baby, drill.

@TheTXOilMan on @BNicholsLiberty:

[Basin Ventures @BasinVentures]

In June, the the talking head "pros" called for $60 oil. @TheTXOilMan said the fundamentals told a different story. The crash never came. @BasinVentures President joined @BNicholsLiberty to break down what the "pros" missed.

📺️ Full episode: https://t.co/hGMPjEpU48

[Basin Ventures @BasinVentures]

Western Europe is a willing buyer and is asking for American natural gas. @thetxoilman on @RealAmVoice : the constraint is on our side. Gulf Coast LNG facilities need permitting and building, and the pipeline network needs to catch up with what we already produce.