Interesting9 Feb 2026 06:58
Zephyr has one significant advantage over US oilers in the Permian and Bakken formations that are using hydraulic fracturing. Water (or the lack of). Using acidization techniques our water cut is 0.5%. The other oilers using hydraulic fracturing and need massive amounts of water and then incur the cost of processing and disposing of it. That means one thing....we should be more profitable than them on a cost per well basis, and not only that, we can produce and still make a profit at lower price levels than they could when it becomes unprofitable for them.
All of which means, if you are a major investor, suddenly the Paradox Basin and this new acidization technique is something of a game changer. Cheaper to drill, cheaper to operate, security in times of lower prices and better Internal Rate of Return.
If that is all true, I think we're sitting on something rather significant.