- FANG continues to improve both oil and natural gas production per location
- well design changes in the Permian are providing significantly better results across all operators
- the Permian continues to have upside in both Midland and the Delaware as it continues to see the greatest activity
- FANG may have more upside than other larger Permian names as its Howard and Pecos acreage is less developed and will see additional gains as these areas are de-risked
Wells I would be interested in -- note the "inflection" points:
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