Basic Energy Services, LP v. PPC Energy, LP and Priest Petroleum Corporation

CourtCourt of Appeals of Texas
DecidedDecember 27, 2024
Docket08-23-00218-CV
StatusPublished

This text of Basic Energy Services, LP v. PPC Energy, LP and Priest Petroleum Corporation (Basic Energy Services, LP v. PPC Energy, LP and Priest Petroleum Corporation) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Basic Energy Services, LP v. PPC Energy, LP and Priest Petroleum Corporation, (Tex. Ct. App. 2024).

Opinion

COURT OF APPEALS EIGHTH DISTRICT OF TEXAS EL PASO, TEXAS

§ BASIC ENERGY SERVICES, LP, No. 08-23-00218-CV § Appellant, Appeal from the § v. 143rd Judicial District Court § PPC ENERGY LLP and PRIEST of Reeves County, Texas PETROLEUM CORPORATION, § (TC# 20-01-23355-CVR) Appellees. §

MEMORANDUM OPINION

The adage that oil and water don’t mix may be true in a chemistry lab, but not so in Texas

oil fields. Some oil wells require the injection of water to augment oil production. And for some

wells, significant quantities of water arrive with the oil and gas at the surface. This case deals with

the consequence of reinjecting that water back into the ground and its ability to flood out a

productive oil and gas well.

PPC Energy LLP and Priest Petroleum Corporation (collectively PPC), are oil well

operators. They sued Basic Energy Services, LP, and several other disposal-well operators, for

drowning out PPC’s producing oil wells with wastewater from nearby disposal injection wells.

PPC settled with the other disposal well operators, leaving only Basic by the time of trial. A jury

found Basic negligent (as defined in the charge), and that its conduct proximately caused 60% of

the injury. Based on the answer to the damages question, the trial court entered a substantial judgment against Basic. On appeal Basic challenges the jury charge, the admission of expert

testimony, and the factual sufficiency of the evidence to support the verdict. We conclude that

there was error in the charge and remand for a new trial.

I. BACKGROUND

A. Factual background

PPC’s nine oil wells and Basic’s commercial disposal well are in the Matthews

Consolidated Field in Reeves County, Texas. This field includes geologic formations within the

Delaware Mountain Group, including ancient canyons which were each formed and filled in over

the ages, one on top of the next. The result are channels within the three canyon formations—Bell

Canyon, Cherry Canyon, and Brushy Canyon—that crisscross each other at different geologic

depths. The sandy deposits at those depths contain recoverable hydrocarbons.

But most of the oil wells in the area, including PPC’s, are “low volume marginal wells.”

These wells can still be profitable, but generate a large amount of wastewater—sometimes as much

water is produced as oil. PPC operated its own disposal well to inject its wastewater back

underground, but other operators of producing wells contracted with commercial disposal well

operators, like Basic, to carry out this task.

PPC first acquired oil wells and leases in the Matthews Field in 2004. Its acquisitions

included six existing wells, including a disposal injection well. In 2005, PPC drilled some

additional producing wells, sold some the next year, and then repurchased those wells in 2014.

In addition to Basic, three other commercial disposal well operators—NGL, Goodnight,

and APC—operate injection wells in the vicinity of PPC’s oil wells. Basic’s disposal well—the

Orla Kessler No. 1—is about 2,400 feet from PPC’s property and began operating in 2014. NGL’s

three wells are about 6,000 feet from PPC’s property and began operating in 2012. APC’s well is

2 about 6,300 feet away and began operating in 2018.

In August 2019, the battery tank serving three of PPC’s oil wells experienced a sudden,

uncontrollable surge of wastewater from one of the wells being served—the Lasell No. 2—which

PPC had to “kill” by pumping heavy drilling mud down the wellbore. By the end of 2019, all

PPC’s wells had dropped out of production, one by one, because of uncontrolled water flow and

increasing pressure.

PPC notified the four above-named nearby commercial disposal well operators of the

problem and filed a complaint with the Texas Railroad Commission. The Commission ordered the

four disposal well operators to cease operating for seven days while it investigated. But the

Commission ultimately concluded it was “unable to attribute the increased pressure to local

commercial disposal operations.”

Due to the influx of wastewater and high pressure, all nine of PPC’s producing wells were

drowned, resulting in a total loss of all oil and gas reserves.

B. Procedural history

PPC sued Basic, NGL, APC, and Goodnight for damaging its oil wells. Six months after

filing suit, PPC settled with NGL, APC, and Goodnight, leaving Basic as the sole defendant. The

case was tried to a jury that found Basic, APC, and NGL were negligent under the wording of the

charge that we discuss below. The jury attributed 60% of the fault to Basic, 10% to APC, and 30%

to NGL. The jury found that PPC had suffered damages in the amount of $11.5 million. After

applying a settlement credit, and after adding prejudgment interest, the trial court entered a

judgment for over $13 million for PPC against Basic.

II. ISSUES ON APPEAL Basic raises three issues on appeal, contending that: (1) the trial court erred by including

in the jury charge a broad-form liability question improperly defining negligence to include

3 committing statutory “waste” and, having done so, further erred by failing to submit a related

statutory “reasonably prudent operator” defense; (2) the trial court erred by admitting unreliable

and prejudicial expert testimony; and (3) the jury rendered a verdict against the overwhelming

weight of the evidence.

III. THE JURY CHARGE A. Standard of review

We review a trial court’s decision to submit or refuse a particular jury instruction under an

abuse of discretion standard. Thota v. Young, 366 S.W.3d 678, 687 (Tex. 2012). A trial court has

“considerable discretion” in selecting jury instructions. Id. But one way in which a trial court can

abuse its discretion is by failing to follow guiding rules and principles. Gunn v. McCoy, 554

S.W.3d 645, 675 (Tex. 2018). One of those guiding principles is that a trial court must submit

properly worded instructions authorized by law, and which find some support in the evidence.

Tex. R. Civ. P. 278 (“The court shall submit the questions, instructions and definitions . . . which

are raised by the written pleadings and the evidence”); United Scaffolding, Inc. v. Levine, 537

S.W.3d 463, 469 (Tex. 2017). “An instruction is proper if it (1) assists the jury, (2) accurately

states the law, and (3) finds support in the pleadings and evidence.” Transcon. Ins. v. Crump, 330

S.W.3d 211, 221 (Tex. 2010). In contrast, if the content of a jury charge definition is challenged

as legally incorrect, our review is de novo. Id.

B. The charge as given

Question 1 of the jury charge submitted in broad form (1) ordinary negligence and (2)

negligence per se, based on how “waste” is defined in the Natural Resources Code:

Did the negligence, if any, of those named below proximately cause the injury in question?

“Negligence” means failure to use ordinary care; that is, failing to do that which a person of ordinary prudence would have done under the same or similar

4 circumstances or doing that which a person of ordinary prudence would not have done under the same or similar circumstances.

It is negligence to commit “waste.” The term “waste” means the drowning with water a stratum or part of a stratum that is capable of producing oil or gas or both in paying quantities or underground loss, however caused.

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