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Haynesville 2.0: The Once and Future King
The Haynesville Shale, once considered natural gas royalty, is poised to reclaim its throne as improved economics bring producers to the play for another go-round. In NGI's new 14-page Special Report, find out who is leading the charge back into the Haynesville, how much production can be expected and what it all means for other unconventional plays.
The Haynesville was in full ascendance in 2008, as natural gas producers poured into the territory in North Louisiana and a smattering of East Texas -- then estimated to contain as much as 20 Tcfe. But Appalachia beckoned soon after, taking many of the prospectors with it and leaving the Southern basin to a few hearty operators.
Fast forward to 2017, where prices with other gas shales are coming closer to parity as producers reconfigure their transportation contracts. Add in government estimates showing at least 10 times more gas reserves in the play than previously thought, and it's clear the Haynesville is getting more than a second look.
Will the Haynesville raise its banner and end up on the throne? Read Haynesville 2.0: The Once and Future King and find out.
"Haynesville 2.0 is a better story than Haynesville 1.0." -- Coker Palmer Institutional analyst David Beard
"We're looking at wellhead breakevens in the Haynesville versus the Marcellus and Utica, and they are right at similar levels." -- BTU Analytics analyst Kathryn Downey Miller
"The way I look at the Haynesville is that it is the 'reserve' play that is ready, willing and able to backfill the gas balance to the extent demand out strips supply." -- PointLogic Energy Vice President Charles Nevle
The Report Includes:
- How the Haynesville is expected to unseat the Marcellus
- Which companies are benefitting by restructuring their midstream agreements
- What level production from the play is expected to reach over the next few years
- Which parts of the play producers are targeting
- How the Permian "Wildcard" will impact Haynesville growth
- Whether Texas or Louisiana will lead the play's resurgence
- Who sees the Haynesville as the low-cost play and which producers are poised to benefit
- What proppant mix and lateral size is optimal
- How Northeast pipe expansions could threaten the Haynseville resurgence
- And much, much more...
Referenced in the report:
Amoco | Arco | Baker Hughes | BHP Billiton | BP | BTU Analytics | Cabot Oil & Gas | Chesapeake Energy | Coker Palmer International | Comstock Resources | Covey Park Energy | Crescendo Drillinginfo | Encana | Exco Resources | GeoSouthern Haynesville | GEP Haynesville | Goodrich Petroleum | GSO Capital Partners | Halliburton | Indigo Minerals | PointLogic Energy
Range Resources | Raymond James and Associates | RBN Energy | Royal Dutch Shell
Schlumberger | Vastar | Vine Oil & Gas | Williams Pipeline Partners
"The vintage type curves show that the percentage of Louisiana year/year improvement in maximum month production, especially for 2015-2016, was significantly better (68% versus 40%) than in Texas for the same period." -- Drillinginfo co-founder Mark Nibbelink
Several of the new private equity-backed players "are all dedicated Haynesville players, meaning they are less likely to forgo drilling if natural gas prices dip again." -- RBN Energy's Sheetal Nasta
"We've not yet reached the point of diminishing returns in the Haynesville." -- Chesapeake Energy Corp. CEO Doug Lawler