Counter to rig count trends over much of 2023, natural gas production in the Haynesville Shale proved robust through the first half of November and could continue to help drive strong overall output, according to East Daley Analytics. 

Pipeline flows in Louisiana and East Texas averaged 13.2 Bcf/d through Nov. 16, marking a 300 MMcf/d jump over October levels and the highest volumes East Daley has observed since the basin’s 2023 output peaked at 13.7 Bcf/d in May, analyst Oren Pilant said. Most of the gains were on Energy Transfer LP’s Enable-Haynesville gathering system (plus-275 MMcf/d), with small gains on several other gathering systems, he said. 

Pilant said near record levels of LNG feed gas demand – above 14 Bcf/d through most of...