The Permian Basin: America’s Most Prolific Oil & Gas Region | Kuhn Capital Partners
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Energy Investments · The Permian Basin

America’s Best Rock.
Where Our Fund Operates.

The basin behind ~50% of U.S. crude oil and one of the world’s most prolific hydrocarbon systems — where Bison II concentrates capital in Tier 1 Delaware and Midland acreage.

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The Permian Basin

America’s most prolific oil and gas region — and where our fund focuses.

Spanning roughly 86,000 square miles across West Texas and southeastern New Mexico, the Permian Basin is the most productive oil basin in the world — named for the Permian geologic period (~299–252 million years ago), during which thick organic-rich shales, carbonates, and sandstones formed one of the most extensive stacked hydrocarbon systems on Earth. It is the geographic and economic core of Bison II, LP.

~6.6M
barrels of crude oil produced per day
EIA, 2025
~49%
of total U.S. crude oil production
EIA, 2025
~26 Bcf/d
associated natural gas production
EIA, 2025
~50 BBO
technically recoverable oil + ~300 TCF natural gas (Wolfcamp & Bone Spring)
USGS Assessment (2018)

Three sub-basins. One dominant play.

The Permian Basin is comprised of three primary sub-basins, separated geologically by the Central Basin Platform. Most modern unconventional development is concentrated in the Delaware and Midland sub-basins, which together host the bulk of Tier 1 acreage.

Delaware Basin

Western Permian (TX & NM)

Westernmost and deepest sub-basin, covering ~6.4 million acres across Loving, Reeves, Culberson, and Ward Counties (TX) and Eddy & Lea Counties (NM). Heavily faulted with overpressured zones; the Wolfcamp can exceed 6,000 ft in core counties — the thickest hydrocarbon column in U.S. shale.

Midland Basin

Eastern Permian (TX)

~14,000 square miles spanning Midland, Martin, Howard, Glasscock, and Reagan Counties — with vertical production dating back to the 1940s. Shallower and less faulted than the Delaware; the Wolfcamp ranges 1,000–3,000 ft. Modern horizontals focus on Wolfcamp A/B and the Lower Spraberry.

Central Basin Platform

Between Delaware & Midland

A shallow structural high separating the two basins. Accounts for roughly 45% of total historical Permian production from conventional carbonate reservoirs — San Andres, Grayburg, Clear Fork, and Devonian — increasingly redeveloped with modern horizontal completions.

Stacked pay. Multiple horizons per pad.

The Permian’s defining geological advantage is its stacked pay — multiple productive shale and conventional intervals layered vertically on top of one another. A single horizontal pad can target several distinct benches, dramatically improving capital efficiency.

Wolfcamp A & BThe most-targeted intervals in the Permian — highly organic-rich, resource-dense shales deposited in a deepwater basin during the Lower Permian.
Wolfcamp C & DLess prospective than the upper Wolfcamp but, combined, over 1,000 ft thick — emerging targets as core inventory depletes.
Wolfcamp XY (Delaware)Sits between Wolfcamp A and the Bone Spring — alternating sand and shale packages up to ~250 ft thick.
Bone Spring (1st, 2nd, 3rd)Delaware Basin core (Eddy & Lea Counties). Each interval has a carbonate top and sandstone bottom; the 2nd and 3rd Bone Spring Sands are the most-developed horizontal reservoirs.
Avalon ShaleOrganic-rich mudstone within the 1st Bone Spring Carbonate — developed as a distinct unconventional play in the upper Delaware.
Lower Spraberry & Jo Mill (Midland)Primary Spraberry target — over 700 ft thick with high organic content. Jo Mill is the regional siltstone seal between Lower and Middle Spraberry.
Dean (Midland)Sandstone-dominant interval between Wolfcamp A and the Lower Spraberry — stratigraphic equivalent of the 3rd Bone Spring Sand.
San Andres, Grayburg, Clear ForkShallow conventional carbonates on the Central Basin Platform and Northwest Shelf — the foundation of legacy vertical production.
2,000+ ftPermian Basin hydrocarbon column
(Delaware & Midland cores)
~500 ftEagle Ford
(South Texas)
~300 ftWilliston Basin / Bakken
(North Dakota)

Tier 1 acreage. Lowest breakevens in the U.S.

Operators classify acreage by tier based on rock quality, depth, oil cut, well productivity, and operating cost. Tier 1 acreage — concentrated in the core counties of the Delaware and Midland sub-basins — produces the highest recoveries per well at the lowest cost per barrel. The Permian’s average new-well breakevens are the lowest of any major U.S. shale play.

U.S. Shale PlayAvg. New-Well Breakeven (WTI)
Permian — Delaware (core)~$41 / bbl
Permian — Midland (core)~$45 / bbl
Eagle Ford~$50 / bbl
Bakken~$54 / bbl
DJ Basin / Niobrara~$57 / bbl

Sources: Dallas Fed Energy Survey (Q1 2026) and Enverus. Figures reflect Tier 1 / core-acreage new-well WTI breakeven prices, which sit below each basin’s overall reported average. For reference, the Q1 2026 Dallas Fed survey put the all-firm Permian average new-well breakeven at ~$67 / bbl, up from $65 in the prior year. Actual results vary by operator, individual acreage tier, completion design, and operating cost. With WTI trading well above these breakevens, Tier 1 Permian wells generate substantial economic margin per barrel.

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