Benjamin Dell

Founder and Managing Partner, Kimmeridge. Former CEO and Chairman of Civitas Resources. CEO of Chestnut Carbon. Chairman of Caturus

[Benjamin Dell @benjaminpdell]

As someone who has drilled more deep gas wells than most in the industry and is currently exploiting the Eagle Ford shale deep gas window (very economically) I can share data that refutes Matt’s statement that deep wells are more expensive (on a unit of gas basis). You can also see the data here. This is not unique
https://t.co/0Pl93YdI1I

[Benjamin Dell @benjaminpdell]

As an operator and LNG exporter (Caturus) I couldn’t disagree more with Matt’s view. Knowledge of “major known shale plays is mature”, is incorrect and the depth of the identified resources is massive. Irrespective of the inventory in Appalachia, Haynesville, Eagle ford, Permian etc, the Rockies have considerable undeveloped resource, not to mention new deeper plays. While the U.S. is going to see considerable demand growth (LNG and Power) the industry has consistently met the demand while lowering costs on an inflation adjusted basis. Happy to debate Matt in person or voice the counter view.

[Secretary Chris Wright @SecretaryWright]

The Commonwealth LNG project is another major milestone for American LNG production, all possible thanks to President Trump!

This was the first project approval after @POTUS ended Biden's reckless freeze on LNG permits—reinforcing America’s leadership in LNG exports.

[Benjamin Dell @benjaminpdell]

@ClaytonCapital @willrayvalentin Which generalists did we hire?

[Benjamin Dell @benjaminpdell]

@WAR527 @PermianPanhand1 Happy to share the data if you want to reach out but our share sales are all publicly reported.

[Benjamin Dell @benjaminpdell]

@WAR527 You realize we “Kimmeridge” haven’t been on the board for 2 years?

[Benjamin Dell @benjaminpdell]

@elonmusk What’s the distribution by state versus census population?

[Benjamin Dell @benjaminpdell]

@earlnghaz @NextWaveEFT @Oracle_of_Oil @nimblephatty Happy to schedule a call and share our most recent operating data if you are interested but to be clear the proposal has been withdrawn

[Benjamin Dell @benjaminpdell]

@Kevin__Rawley @WAR527 Happy to schedule a call to walk through Doug, Carrie and Kate’s histories. Not sure which companies you are referring to that went bankrupt or how they are “friendly” to Kimmeridge. They would also be a minority on the board.

[Benjamin Dell @benjaminpdell]

@WhettyFord @NextWaveEFT Happy to set up a call if you would like to discuss the data and review our public material

[Benjamin Dell @benjaminpdell]

@EnergyCynic @NextWaveEFT Happy to set up a call if you would like to discuss the data and review our public material

[Benjamin Dell @benjaminpdell]

@NextWaveEFT Happy to discuss if you want to email me and set up a call

[Mayor Zohran Kwame Mamdani @NYCMayor]

Join me at City Hall for the latest #COVID19 updates. https://t.co/nllHxwrQF0

[Benjamin Dell @benjaminpdell]

@charlidamelio Can you please start another one

[Benjamin Dell @benjaminpdell]

@charlidamelio Yesss

[Benjamin Dell @benjaminpdell]

@NYCMayor Show leadership. Close the schools