Podcasts about Haynesville

Petrohawk wasn't just another company, it flipped the whole shale game on its head, and we've got the guys who lived it telling the real story. From throwing out the old playbook and betting big in the Haynesville and Eagle Ford, to building a culture where collaboration actually meant something, Dick Stoneburner and Steve Herod spill the good stuff, wild deals, big risks, and billion-dollar wins. They talk about navigating private equity, spotting opportunities no one else saw, and what today's energy world looks like compared to the wild west days of the shale boom. Plus, they share what they wish they knew when they were just starting out. It's sharp, it's honest, and yeah, it's pretty damn entertaining.Digital Wildcatters brings the energy community together through events, cutting-edge content, and powerful tools. Join our online community at collide.io. Engage with experts, level up your career, and ask Collide AI your toughest technical questions.Click here to watch a video of this episode. 00:00 - How Dick and Steve Met04:58 - Jim Flores Stories from Dick and Steve09:48 - Petrohawk's Culture and Creation12:49 - Insights on Weldon Holcomb16:25 - Advice for Young Professionals18:26 - Starting a Company Today21:00 - Investor Guidance and Insights22:06 - Haynesville and Eagle Ford Acreage Wars33:07 - Innovations on the Horizon in Oil35:54 - Understanding Shale Operations39:35 - Navigating Regulatory Challenges41:15 - Current State of Oil Regulation43:37 - Podcast Wrap-Up and Key Takeawayshttps://www.instagram.com/digitalwildcattershttps://www.tiktok.com/@digitalwildcattershttps://www.facebook.com/digitalwildcattershttps://www.linkedin.com/company/digitalwildcattershttps://twitter.com/DWildcattershttps://www.youtube.com/@digitalwildcatters

This episode of the Pipeliners Podcast features a conversation with CaLae Miller from CEM Solutions about her journey into the pipeline and corrosion industry and the inception of the Piney Woods Corrosion Short Course.  CaLae shares insights into creating impactful industry events tailored for corrosion technicians and operators, emphasizing collaboration, regional focus, and educational impact. The discussion highlights how these initiatives address industry needs and foster community in pipeline operations. Visit PipelinePodcastNetwork.com for a full episode transcript, as well as detailed show notes with relevant links and insider term definitions. 

This is a free preview of a paid episode. To hear more, visit www.theflyingfrisby.comIt's difficult to look beyond bitcoin and MicroStrategy (NASDAQ:MSTR) at the moment, the later in particular. Nobody expected this, not even Chairman Michael Saylor. The returns have been astonishing. A couple of readers have reported to me that the gains have been life-changing. Wow! What an email to receive. It's easy to get hubristic when you have a big win. Instead, let us express gratitude for the good fortune that has smiled upon us. But look beyond we must, and so today I want to look at what I can only describe as a stealth bull market - natural gas. The price is creeping up, and few are talking about it.Natural gas is a bit like silver: if it can disappoint, it will. So we begin this piece with that reminder. Natural gas has broken the soul of many a wiser man than me.On the other hand, the next five years look pretty positive.It's obvious that the world is going to go nuclear now, and that Small Modular Reactors (SMRs) are going to provide the power AI so badly needs. However, it will be a good five years before they on stream, so what is going to provide the power in the interim?The answer is natural gas.There is a problem, however: Supply.America's Gas Wells Are Drying UpThe North American Shale Gas Revolution dramatically changed the outlook for fossil fuels. Peak Oil was a huge theme leading up to the Global Financial Crisis, and then it disappeared, almost overnight.Between 2005 and 2020, US natural gas production grew by 90%, with shale accounting for the bulk of it. In 2005, shale gas made up about 5% of US natural gas production; by 2020, it was over 75%. By 2017, the US had become a net exporter, especially of more transportable liquefied natural gas (LNG).The price, meanwhile, plummeted. Good for consumers!Here's the long-term chart so you can see those price declines since 2005. From almost $16 to $3.50 today (as low as $1.50 earlier this year, where it has formed an attractive double bottom - you know how I like those).Obviously, we in the UK and Europe pay way more for our natural gas than they do in North America. It's so dumb; we have enough to supply ourselves in the UK. But we don't because fracking is deemed environmentally damaging. So we import gas from abroad, which is produced by, you guessed it, fracking. I guess if it is fracked somewhere else, it's less harmful. Not Then there are the transport costs and the environmental costs that come with that.Anyway …Spanning Ohio, New York, West Virginia, and Pennsylvania, Marcellus is the largest natural gas-producing field in the United States, contributing over 25% of production. In 2010, output was 2 billion cubic feet per day (bcf/d). By 2023, it exceeded 35 bcf/d, but production has been falling for almost a year now. We are currently at 26.7 bcf/dThe next largest is Haynesville, in Louisiana, Texas, and parts of Arkansas. Extraction costs here are higher, and production stands at 16 bcf/d, but it is slowing here too, according to analysts Goehring & Rozencwajg.One of the few areas of growth is the Permian Basin, in Texas and New Mexico, currently around 23 bcf/d, but even there, growth is modest.Now, it might be that the reason for stagnating growth is low prices - they often are - and higher prices will result in increased production. They usually do. That is the way with commodities.But natural gas prices have already doubled this year, and they keep on creeping up.The other interpretation is that the North American Shale Gas Revolution has passed its peak.With America's new president, you can expect plenty more investment in production than under the Democrats, and that should bring the price down, but the gas price has actually risen - from $2.70 to $3.50 - since the election.It might also be that Russian gas taps come back online to the EU sometime next year, which means America will lose its new market.But all of this conjecture is factored into the price. And that is rising.How to invest all this

This is a free preview of a paid episode. To hear more, visit www.theflyingfrisby.comIt's difficult to look beyond bitcoin and MicroStrategy (NASDAQ:MSTR) at the moment, the later in particular. Nobody expected this, not even Chairman Michael Saylor. The returns have been astonishing. A couple of readers have reported to me that the gains have been life-changing. Wow! What an email to receive. It's easy to get hubristic when you have a big win. Instead, let us express gratitude for the good fortune that has smiled upon us. But look beyond we must, and so today I want to look at what I can only describe as a stealth bull market - natural gas. The price is creeping up, and few are talking about it.Natural gas is a bit like silver: if it can disappoint, it will. So we begin this piece with that reminder. Natural gas has broken the soul of many a wiser man than me.On the other hand, the next five years look pretty positive.It's obvious that the world is going to go nuclear now, and that Small Modular Reactors (SMRs) are going to provide the power AI so badly needs. However, it will be a good five years before they on stream, so what is going to provide the power in the interim?The answer is natural gas.There is a problem, however: Supply.America's Gas Wells Are Drying UpThe North American Shale Gas Revolution dramatically changed the outlook for fossil fuels. Peak Oil was a huge theme leading up to the Global Financial Crisis, and then it disappeared, almost overnight.Between 2005 and 2020, US natural gas production grew by 90%, with shale accounting for the bulk of it. In 2005, shale gas made up about 5% of US natural gas production; by 2020, it was over 75%. By 2017, the US had become a net exporter, especially of more transportable liquefied natural gas (LNG).The price, meanwhile, plummeted. Good for consumers!Here's the long-term chart so you can see those price declines since 2005. From almost $16 to $3.50 today (as low as $1.50 earlier this year, where it has formed an attractive double bottom - you know how I like those).Obviously, we in the UK and Europe pay way more for our natural gas than they do in North America. It's so dumb; we have enough to supply ourselves in the UK. But we don't because fracking is deemed environmentally damaging. So we import gas from abroad, which is produced by, you guessed it, fracking. I guess if it is fracked somewhere else, it's less harmful. Not Then there are the transport costs and the environmental costs that come with that.Anyway …Spanning Ohio, New York, West Virginia, and Pennsylvania, Marcellus is the largest natural gas-producing field in the United States, contributing over 25% of production. In 2010, output was 2 billion cubic feet per day (bcf/d). By 2023, it exceeded 35 bcf/d, but production has been falling for almost a year now. We are currently at 26.7 bcf/dThe next largest is Haynesville, in Louisiana, Texas, and parts of Arkansas. Extraction costs here are higher, and production stands at 16 bcf/d, but it is slowing here too, according to analysts Goehring & Rozencwajg.One of the few areas of growth is the Permian Basin, in Texas and New Mexico, currently around 23 bcf/d, but even there, growth is modest.Now, it might be that the reason for stagnating growth is low prices - they often are - and higher prices will result in increased production. They usually do. That is the way with commodities.But natural gas prices have already doubled this year, and they keep on creeping up.The other interpretation is that the North American Shale Gas Revolution has passed its peak.With America's new president, you can expect plenty more investment in production than under the Democrats, and that should bring the price down, but the gas price has actually risen - from $2.70 to $3.50 - since the election.It might also be that Russian gas taps come back online to the EU sometime next year, which means America will lose its new market.But all of this conjecture is factored into the price. And that is rising.How to invest all this

The Haynesville/Homer Hammer MurderThe scandal in Episode 188 unfolds in the small towns dotting the bayou country of Northern Louisiana. When the Haynesville town grocer goes missing, his wife declares that he ran out on her, but then a former border from Homer moves in and eyebrows are raised.Ad-Free EditionBecome a supporter of this podcast: https://www.spreaker.com/podcast/true-crime-historian--2909311/support.

(As always, here's the AI generated episode summary!) Join us as we delve into a whirlwind episode where we begin with an intriguing discussion about Casey Kasem's tumultuous family saga. The episode takes a deep dive into the legal battles, accusations, and bizarre events surrounding the late radio legend's life and death. In the second part, we uncover the chilling story of Shannon Capers, a 13-year-old girl from Haynesville, Louisiana, who went missing in 1997. We explore the relentless efforts of law enforcement to solve her disappearance, the anonymous tip that led to a shocking discovery, and the subsequent investigation that brought her killer to justice. From the peculiarities of Casey Kasem's final years to the heart-wrenching search for Shannon Capers, this episode is a blend of dark humor, mystery, and true crime. 

Vertice Oil Tools was founded in 2018 to commercialize a limitless sliding sleeve design, but pivoted to developing frac plugs and refrac liner tools as sliding sleeves lost market share to plug-and-perf operations.Their key product is a hydraulically disconnecting refrac liner that enables zonal isolation for refracturing existing wells. This liner tool significantly reduces costs and time compared to traditional cut-and-pull refracking methods.The company uses data analytics to help operators identify good candidate wells for refracs by modeling expected production uplift based on offset well data and known geology/reservoir characteristics.Refracking activity is seeing adoption growth, especially in the Eagle Ford, Haynesville, and Bakken basins. The refrac market is expected to grow from around 150 jobs in 2022 to 300-400 in 2023.Refracing economics are being improved through techniques like tying refracs to new frac operations on multi-well pads to share crew costs. Using remote frac lines run thousands of feet from active frac spreads is also being explored to reduce costs for single well refracs.Find us here

Diversified Energy Company CEO Rusty Hutson Jr. joined Steve Darling from Proactive to announce that the company is on track with its expectations and is witnessing tangible outcomes. In the first quarter of 2024, the company recorded an average production of 723 MMcfepd, with an exit rate of 742 MMcfepd. Additionally, Diversified Energy achieved 1Q24 Adjusted EBITDA of $102 million and Free Cash Flow of $74 million. Notably, the company realized a 48% Adjusted EBITDA Margin and a TTM Free Cash Flow Yield of 31%. The prudent hedging program also yielded $22 million in gains on settled derivatives, contributing to a 28% uplift to Adjusted EBITDA. Hutson expressed satisfaction with the solid operational and financial results, attributing them to the company's strategic focus on cost reduction opportunities. This focus translated into a notable 7% sequential quarterly operating cost improvement. Moreover, he announced the commencement of operations at the Black Bear processing facility, marking a strategic milestone for the company. This achievement underscores Diversified Energy's ability to leverage its in-house expertise to unlock value and generate meaningful cash flow. The Black Bear facility, integrated with the company's natural gas production, is expected to contribute approximately $9 million in additional margin creation annually. Furthermore, it offers potential upside through the processing of third-party gas and accretive bolt-on acquisitions in the Cotton Valley and Haynesville region. #proactiveinvestors #diversifiedenergycompanyplc #lse #dec #nyse #dec #oil #gas #EnergyCompany, #RustyHutson, #BlackBearFacility, #GasProduction, #FreeCashFlow, #EconomicGrowth, #OperationalEfficiency, #USMarket, #Russell2000, #EnergySector, #BusinessStrategy, #FinancialPerformance, #Investment, #StockMarket, #CorporateGrowth, #NaturalGas, #EnergyProduction, #MergersAndAcquisitions, #ShareholderValue #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews

Darin Zanovich - President & CEO of Mesa Minerals Partners returns to the podcast to discuss their $125mm Haynesville exit to Franco Nevada, the growth of their Permian ground game, and their most recent Haynesville acquisition from Noble Royalties. A big thanks to our 5 Minerals & Royalties Podcast Sponsors: --R. Reese & Associates: If you are interested in outsourcing and/or bolstering your legal department, then please contact Rachel Reese at 832-831-2289 or visit www.rreeselaw.com to learn more. --Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information --Farmers National Company: For more information on Farmer's land management services, please visit www.fncenergy.com or email energy@farmersnational.com --Opportune: For more information on Opportune's services, please visit www.opportune.com --The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com

Welcome to New England Legends From the Vault – FtV Episode 51 – Jeff Belanger and Ray Auger take a drive down Route 2A through Haynesville, Maine, to see a road so treacherous and haunted, it inspired a 1965 country song by Dick Curless. Behind the song, though, are countless stories of vehicle accidents and strange encounters on this road that may cause you to slow down and look twice. Be warned, Jeff brought his guitar on this trip, and Ray may have sung some of Dick Curless's song. This episode first aired August 12, 2021.   Listen ad-free plus get early access and bonus episodes at: https://www.patreon.com/NewEnglandLegends

In this episode of the Pipeline Technology Podcast, Mike Reed, editor-in-chief of Pipeline & Gas Journal, joins to discuss the 2024 construction outlook for pipelines.  Emphasizing the ongoing significance of LNG projects, particularly in the Permian and Haynesville regions, Reed provides specific details on major projects like the Rio Bravo Pipeline and ADCC pipeline.  The conversation extends to developments in Mexico, challenges faced by projects like Tellurian, the rise of carbon capture projects, and the growing interest in hydrogen projects, notably in Europe. The episode also touches on Canada's energy infrastructure, global scenarios, and the substantial pipeline infrastructure build-out in the Asia Pacific region, particularly in India. Visit PipelinePodcastNetwork.com for a full episode transcript, as well as detailed show notes with relevant links and insider term definitions. 

In this insightful episode of Wicked Energy, Justin Gauthier sits down with energy veteran Justin Carlson, CEO of East Daley Capital Advisors, to dissect the pulse of the energy industry. Delve into Haynesville's resurgence, the significance of LNG capacity impacting the market in the mid-2020s, and the value of storytelling in engaging customers. Discover how East Daley aims to foster a community for transparency and why embracing fresh perspectives from the younger generation is vital for industry innovation. We'll explore the backstory of East Daily's 'Dirty Little Secrets' report, the intricate infrastructure planning for the Permian region, and the role of technological advancements in production growth. Prepare for an engaging roadshow sneak-peek and a broader discussion on the NGL market's importance. This episode is a must-listen for industry stakeholders seeking to make informed decisions in a market dominated by consolidation and volatile supply-demand dynamics. Join us for an episode packed with expertise and actionable insights. LinkedIn: https://www.linkedin.com/in/justin-carlson-b8033b5/ Website: https://www.linkedin.com/company/east-daley-analytics/ The Daley Note Subscribe: https://www.eastdaley.com/market-insights/the-daley-note Gas and Midstream Weekly Subscribe: https://www.eastdaley.com/market-insights/gas-midstream-weekly Crude Oil Edge Subscribe: https://www.eastdaley.com/market-insights/crude-oil-edge Dirty Little Secrets Download 2024 DOMESTIC OIL & GAS INDUSTRY OUTLOOK: https://www.eastdaley.com/market-insights/dirty-little-secrets Show Sponsors InflowControl InflowControl is a tech firm specializing in enhancing oil production efficiency and minimizing environmental harm through their Autonomous Inflow Control Valve (AICV®). The technology boosts profitability in mature oil fields by filtering out undesired gas and water, allowing previously overlooked zones to contribute to production. This results in both higher profitability and Lower Carbon Oil for stakeholders. For more information, visit the links below: Website: www.inflowcontrol.no LinkedIn: https://www.linkedin.com/company/inflowcontrol-as/ YouTube: https://www.youtube.com/channel/UCqdgIooQhYtUBo-auUlYw-Q Wicked Energy For more info on Wicked Energy, please visit www.wickedenergy.io. For the video version, please visit the Wicked Energy YouTube channel at https://www.youtube.com/channel/UCL5PSzLBnSb7u1HD1xmLOJg If you or your company are interested in starting a podcast, visit https://www.wickedenergy.io/free-guide for a free guide on creating a successful podcast. Lastly, if you have any topics or guests you'd like to hear on the show, please email me at justin@wickedenergy.io or send me a message on LinkedIn. YouTube License for Intro Song: RRVO8QWHQTSKMHNO

Investors are split on the outlook for natural gas as “peak shale” may be on the horizon. Here's what to expect in 2024.----- Transcript -----Welcome to Thoughts on the Market. I'm Devin McDermott, Head of Morgan Stanley's North American Energy Research Team and the Lead Commodity Strategist for Global Gas and LNG Markets. Today, I'll be talking about some of the big debates around natural gas and shale in 2024. It's Thursday, January 11th at 10 a.m. in New York. The evolution of shale as a viable, low cost energy resource, has been one of the biggest structural changes in global oil and gas markets of the past few decades. In oil, this turned the U.S. into the world's largest producer, while falling costs also led to sharp deflation in prices and global oversupply. For U.S. natural gas, which is more regionally isolated, it allowed the market to double in size from 2010 to 2020, with demand growing rapidly across nearly every major end-market. Over this period, the U.S. transitioned from a net importer of liquefied natural gas, or LNG, to one of the world's largest exporters. But despite this robust growth, prices actually declined 80% over the period as falling cost of U.S. shale and pipeline expansions unlocked low cost supply. Now looking ahead after a multi-year pause, the US is set to begin another cycle of LNG expansion. This comes in response to some of the market shocks from the Russia/Ukraine conflict, including loss of Russian gas into Europe, as well as strong demand growth in Asia, where LNG serves as a key energy transition fuel. In total, projects that are currently under construction should nearly double US LNG export capacity by the later part of this decade. While the last wave didn't drive prices higher, this time can be different as it comes at a time when some investors feel like peak shale might be on the horizon. Shale is maturing, well costs and break-evens are generally no longer falling, and pipe expansions have slowed significantly due to regulatory challenges. While many of these issues are more apparent on the oil side, there are challenges for gas as well. Notably, the lowest cost US supply region, the Marcellus in Appalachia, is constrained by lack of infrastructure. As a result, meeting this demand likely elicits a call on supply growth from higher cost regions relative to last cycle. This not only includes the Haynesville, a gas play in Louisiana, but also the Eagle Ford in Texas and Basins in Oklahoma, potentially requiring prices in the $4 to $5 per MMBtu range to incentivize sufficient investment. Investors are split on the natural gas outlook. Bears argue that abundant, low cost domestic supply will meet LNG demand without higher prices, just like last time, while bulls backed higher prices this time around. Now, strong supply and a mild start to the winter heating season has actually pushed Henry Hub prices lower to close out 2023, bringing year-to-date declines to 50%. While this drives a softer set up for the first half of 2024, lower prices also come with a silver lining. This should help moderate potential investment in new supply ahead of the pending wave of LNG expansions. As a result, we believe the bearish near-term setup may prove bullish for the second half of 2024 and 2025. A dynamic many stocks in the sector do not fully reflect. Thanks for listening. If you enjoy the show, please leave us a review on Apple Podcasts and share Thoughts on the Market with a friend or colleague today.

Here are this week's industry experts, community leaders and energy enthusiasts appearing on The Crude Life Week In Review Episode 514. Terry Etam, author of The End of the Fossil Fuel Insanity, writer for the BOE Report and blogger for Public Energy Number One comments on the Canadian Energy Market [...]

It is our honor to welcome back Governor Mike Dunleavy of Alaska for today's session. We hosted the Governor on COBT in July of 2022 and had much to cover since our last visit. Gov. Dunleavy moved to Alaska in 1983 and quickly became a proud local serving as a teacher, principal, and superintendent in Arctic communities before his 5-year term as a State Senator from 2013 – 2018. He was elected Governor in 2018 and was re-elected last November. We were thrilled to visit with the Governor to discuss energy in Alaska and preview the Alaska Sustainable Energy Conference taking place next week in Anchorage with an exciting lineup of speakers and topics.   We begin the discussion with an update from Gov. Dunleavy on the current energy outlook in Alaska and the state's unique conditions that allow for a plethora of energy types including oil, gas, biomass, nuclear, coal, geothermal, on and offshore wind, tidal, and solar. Gov. Dunleavy shares his perspective on the Willow project and the state's support for energy production, including LNG and Alaska's relationships with Asia. We then discuss the Sustainable Energy Conference and some of the keynote speakers including Dr. Dan Yergin, Vice Chairman of S&P Global, Rahm Emanuel, United States Ambassador to Japan, and David Turk, Deputy Secretary, U.S. Department of Energy to name a few. The conference will examine the future of energy in Alaska and around the world, the intersection of geopolitical upheaval with food and energy security, advancements in renewable power, transmission, storage, and more. We also touch on geopolitics and security, minerals and mining, Alaska's nuclear adoption, labor markets, the opportunities in Alaska, and the all-in approach the state is taking. We ended with Gov. Dunleavy's thoughts for what the world looks like in 2024 with the next US Presidential election. It was wonderful to visit with the Governor and hear the progress Alaska has made over the past ten months.   Mike Bradley kicked us off and highlighted that over the last couple of weeks, bond, commodity, and equity markets have been directionless due to the U.S. debt ceiling showdown. He further indicated that a favorable debt ceiling resolution could result in some outsized gains but should prove transitory. He also pointed out talks this week for a potential U.S. SPR crude oil purchase in August (3 million sour barrels) which is peanuts compared to the 270 million barrels that have been sold from the SPR over the last two years. Mike also highlighted the recent natural gas rally and the potential for additional Haynesville rig drops by end of summer. He concluded the conversation by highlighting ongoing midstream consolidation activity. Jeff Tillery added to Mike's midstream comments with an observation on diversifying assets in North America as they mature. Brett Rampal also joined and peppered in his nuclear perspective in the discussion.   We want to thank the Governor for his time. If every Governor knew energy as well as Governor Dunleavy, the country would be a better place. We hope you enjoy the discussion as much as we did and consider attending the Alaska Sustainable Energy Conference!

Highlights of the Podcast00:00 - Intro03:56 - Ford loses nearly $60,000 for every electric vehicles sold05:49 - More and more Americans don't want electric cars 10:00 - Peak U.S. shale to raise prices at the pump13:44 - Texas Wind farm affects land temperature17:33 - Market Updates18:05 - Fed Chair Jerome Powell did come out and release its latest rate hike23:21 - Haynesville natural gas production reached a record in March of 202324:32 - Callon did a little acquisition divestiture combo move28:05 - OutroFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsENBEnergy DashboardENB PodcastENB Substack

  Kunal Patel is a senior business economist at the Federal Reserve Bank of Dallas joins The Crude Life's founder Jason Spiess for an update on the oil and gas activity in the 11th District, including the Permian Basin, Eagleford and Haynesville basins in Texas. Growth in the oil and gas sector stalled out in first quarter [...]

Russia to cut oil output by 500,000 bpd in Marchhttps://www.reuters.com/business/energy/russia-cut-oil-output-by-500000-bpd-march-2023-02-10/-"As of today, we are fully selling the entire volume of oil produced, however, as stated earlier, we will not sell oil to those who directly or indirectly adhere to the principles of the 'price cap'," Novak said- Are they cutting to see who will pay above $60 and who will adhere to price cap?- Oil isn't up that much- Could be also to push customers to use all Russian servicesOil prices rise over 2% on Russian plan to cut outputhttps://finance.yahoo.com/news/oil-dips-heads-weekly-gain-015302054.html- Goldman cut its oil forecast by $6/barrel- Waiting for Chinese demand to surge in order for crude oil to "break out"- What about rising tensions with China? Shouldn't that increase oil prices?Natural Gas: Fasten Your Seat Beltshttps://www.wsj.com/articles/natural-gas-fasten-your-seat-belts-5c0fcdf4- volatility is much more extreme in 2022 than in any other year- How much of that is due to Russia and the fact that we are WAY more dependent on natural gas than ever before?- We should be concerned about 2023/2024 winterSpecial Guest Ademiju Allen from Rystad to discuss the North American natural gas production and infrastructure.- Gas markets analysts on North American gas team with Rystad- Gas constraints in North AMerica. Appalachia largest resource in America, maybe in world? But not enough takeaway capacity. Atlantic Coast Pipeline cancellation was supposed to help but it was cancelled. Mountain Valley Pipeline also a problem- If gas can't get to where it needs to go, you will have a problem if temperatures are lower than average- Fortunately for weather in Northeast, seasonally mild winter and haven't seen structural impacts to gas consumption in region - Production has remained flat- Is next winter a concern? Storage is seasonally high, comparatively. Broken down regionally it's higher in south-central.- Lack of production wasn't just lack of takeaway but also supply chain issues.- May through September is the period we have to go through and see how much gas is going into storage to see how prices will react to milder or aggressive temperatures. Really hard to say what will happen next winter.- Natural gas prices on a basis. Situation in California is the opposite - they were elevated this winter for different reasons than northeast. - Cold snap over Christmas: utilities/independent system operators always SAY they are well prepared but every storm/event is different. PGM experienced issues with how freezing temps impacted equipment.- The Permian has two things going for it that Appalachia doesn't: proximity to export facilities and that it is mostly associated gas.- Minimal growth coming out of Appalachia year on year basis. Permian and Haynesville has potential for huge growth.- Permian will grow at pace that oil production economics and takeaway capacity allows them to grow.- Permian is producing record levels of gas, but takeaway for gas needs to be able to keep up and right now it's tight.- Is lack of takeaway capacity for gas impacting oil production growth due to regulations that prevent flaring? No evidence for that. Flaring mandates are being following by public operators but not private operators.- Private operators just pay the penalty on flaring.For more visit https://www.rystadenergy.com/North America Natural Gas SolutionGlobal Gas & LNG Solution This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit energyweek.substack.com

Daniel Herz - CEO of WhiteHawk Energy comes back onto the podcast to talk about WhiteHawk's recent $105mm minerals acquisition in the Haynesville. A big thanks to our 3 Minerals & Royalties Podcast Sponsors: --SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo --Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com --Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com

The Haynesville and Marcellus are like the Tale of Two Cities in terms of building natural gas takeaway capacity, and new pipeline projects are being planned to accommodate rapid growth from the Haynesville. Most of that new capacity will serve LNG exports, and most of it will route through Gillis, Louisiana. But just how liquid a trading hub might Gillis become?

This week, we hit the *road* up to Maine for a frightful tour of the state's most haunted roads and lighthouses. Lauren takes us down a few different spooky roads that run throughout Maine. Then, you *woodn't* believe it but Kenzie covers the Wood Island Lighthouse. So *hitch a ride* as we *light* the way through this creepy state.--Follow us on Social Media and find out how to support A Scary State by clicking on our Link Tree: https://instabio.cc/4050223uxWQAl--Have a scary tale or listener story of your own? Send us an email to ascarystatepodcast@gmail.com! We can't wait to read it!--Thinking of starting a podcast? Thinking about using Buzzsprout for that? Well use our link to let Buzzsprout know we sent you and get a $20 Amazon gift card if you sign up for a paid plan!https://www.buzzsprout.com/?referrer_id=1722892--Works cited!https://docs.google.com/document/d/1gSXDohZ7l06jo0pzNn6viWqkkBeZscN89QCd7LBip3o/edit?usp=sharing--Intro and outro music thanks to Kevin MacLeod. You can visit his site here: http://incompetech.com/. Which is where we found our music!

NGI talks to Primary Vision's Matt Johnson, CEO, to discuss how refracturing wells, or refracs, could be an alternative to hydraulic fracturing in the Eagle Ford and Haynesville shale formation, the Permian Basin, and elsewhere. In his conversation with NGI's Matthew Veazey, Johnson also explains why refracs need to be part of the broader national conversation about energy security.

Hey boos, join us today as we discuss the spooky legends surrounding Maine's Haynesville Woods. Before we get into that, we discuss what happened to us while we were in Disney! Then we get into the history and the legends of the woods. For our Boo Crew Moment of the Week, Emily shares a creepy tale about a group of friends who encountered some weird strangers in the woods in Transylvania. We would love to interact with you, shoot us an email or DM us on Instagram or Facebook! Follow us on Instagram - boo.busters.podcast Follow us on Facebook - Boo Busters Podcast Follow us on TikTok - Boo Busters Email us - boo.busters.podcast@gmail.com --- Support this podcast: https://anchor.fm/boo-busters/support

In this episode of Wicked Energy with JG, Justin sits down with Mark Rossano, Founder and CEO at C6 Capital Holdings LLC and Host of Primary Vision Network. To kick things off, Mark shares his family's passion for musicals, why he prefers Frozen 2 over the original, and how he will likely dress up as a Zed Zombie for this year's Halloween. After catching up, Mark provides an update on C6 Capital's advancement in the hydroelectricity space where his group recently bought a group of 22 assets in the North East US and plan to continue building their existing success. The acquisitions provide exposure to rising energy prices in critical areas, as well as Renewable Energy Credits (RECs). The dams within the C6 portfolio are cash-flowing assets that are set up to deliver exceptional returns over the life of the fund. Further, hydropower is a key component of the energy mix, as it adds a protectionary layer to the baseload electricity demand.Mark and Justin also get into many energy-related topics while hearing Mark's take on how elevated commodity prices will impact the US and global economies this winter. Mark also reminds us that economic expansion is always built on the back of cheap energy and describes the importance of natural gas's role in the energy transition. Moving away from the narrative of being a bridge fuel, a sufficient natural gas supply will be critical for the adoption and deployment of new energy technology. The challenge remains enough pipeline capacity, however, there are still areas within the US such as the Anadarko basin and Haynesville that are well suited for increased gas production and takeaway due to spare pipe capacity. Lastly, if you're looking to keep your finger on the pulse of the energy industry, make sure and visit his YouTube channel called Primary Vision Network. From Fracking activity and Fracking market trends to Oil and Gas News, Hydraulic Fracturing, and Frac Spread Count, your search for the most up-to-date World Energy News is covered by Primary Vision Network.If interested in learning more or connecting, see the links below: LinkedIn: https://www.linkedin.com/in/mark-rossano-6a17419/ Website:https://www.c6capitalholdings.com/ Wicked EnergyFor more info on Wicked Energy, please visit www.wickedenergy.io  If you or your company are interested in starting a podcast, visit https://www.wickedenergy.io/free-guide for a free guide on creating a successful podcast. The Wicked Energy with JG podcast is opening up sponsorship opportunities with companies looking to increase reach and awareness with Wicked Energy's audience. Please visit https://www.wickedenergy.io/sponsor for more info. Lastly, if you have any topics or guests you'd like to hear on the show, please email me at justin@wickedenergy.io or send me a message on LinkedIn. 

Derek Whiting - Manager, Elberta M. Royalty joins the podcast to talk about Arrington Oil & Gas's strategy in the minerals space and their recent expansion into the Delaware Basin and Haynesville. A big thanks to our 3 Minerals & Royalties Podcast Sponsors: --SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo --Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com --Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com

A few months ago, The Guardian did a five-month investigation into “carbon bombs,” or fossil fuel projects that would, over the course of their life, emit over one billion tons of carbon. They found that there are 195 planned oil and gas carbon bombs around the world, and if they proceed as planned, these projects alone would blow past internationally agreed upon climate targets. One project site is the Haynesville Shale: a sedimentary gas play that lies more than 10,000 feet underground in parts of northwestern Louisiana, southwestern Arkansas, and eastern Texas. Given how far underground it is, the Haynesville Shale never became popular until the fracking boom in 2008. Now, it accounts for almost 13% of natural gas production in the United States. But for all the prosperity Haynesville brought to the region, it also has brought a number of climate, water, health, and justice challenges. Today, we explore why the Haynesville Shale is so special, what issues it has exacerbated, and what a fair and sensible path forward might look like for this significant fossil fuel site. With special guest Keith Hall: Nesser Family Chair in Energy Law at Louisiana State University. The Sweaty Penguin is presented by Peril and Promise: a public media initiative from The WNET Group in New York, reporting on the issues and solutions around climate change. You can learn more at pbs.org/perilandpromise. Support the show and unlock exclusive merch, bonus content, and more for as little as $5/month at patreon.com/thesweatypenguin. CREDITS Writers: Isabel Plower, Maddy Schmidt, Ethan Brown Editor: Will Andronico Producers: Ethan Brown, Shannon Damiano Ad Voiceover: Will Andronico Music: Brett Sawka The opinions expressed in this podcast are those of the host and guests. They do not necessarily reflect the opinions or views of Peril and Promise or The WNET Group.

Ronnie Fields Jr. is one of the younger athletes that you will find in a typical triathlon  race. A star athlete in his school days, Ronnie found himself becoming a couch potato after leaving college and was inspired to start  racing triathlons after  watching the Ironman World Championship in Kona. Having played football, basketball, baseball, ran track, and was on the swim team, in school, Ronnie figured that the triathlons couldn't be too hard and signed up without really training.. The challenge of placing dead last in his category inspired him to train and we join  him on his journey to one day finish first in his age group. Episode Highlights:    Who is Ronnie Fields Jr.  Ronnie's early life How Ironman World Championship inspired Ronnie to make a change  How he started his triathlon journey Trial and error and how he is learning to become a better athlete   Ronnie's goals for his upcoming races   Guest Bio: Ronnie Fields Jr. is from Haynesville, Louisiana, but currently is  living in Nashville Tennessee. Throughout his childhood and high school, he was very active in sports (football, basketball, baseball, track, summer swim team). HIs team actually won State in football his senior year Ronnie graduated high school in 2010, and attended Louisiana Tech University; majoring in Construction Engineering Technology. He still had the urge to play sports so he ended up walking on the football team. He graduated with a degree in construction engineering technology in May, 2014 After college, he began working for a company that builds manufacturing plants all over the United States. Once Ronnie entered the real world, he wasn't working out like he had done his entire life and ended up gaining weight. One day in 2015, he was sitting on his couch watching TV, and the Ironman World Championships came on. He thought to himself, “I can do that”. So, he bought a cheap bike from Walmart and entered his first sprint triathlon without doing any training. He had no idea it would be so hard. He  loved it because it challenged him. This was a way that he could continue to compete in sports like he had done his entire life. After that race, his job relocated him a couple times which made training a little bit difficult, so he wasn't able to do any races  the year of 2016. 2017 was the year Ronnie became dedicated to triathlon. He bought a road bike, and even ended up qualifying for Nationals somehow. Nationals had to be one of the worst races of his career. It was his first Olympic distance and he barely made it through the swim. Ronnie completed the race but finished dead last of all the finishers in his age group. But this was motivation for him to get better. The ultimate goal for him is to one day win his  age group at Nationals!! Since then, he has competed in countless sprints and Olympic distance triathlons; along with one 70.3, and one Full Distance Ironman. Ronnie does this sport for the following reasons: -It keeps him active and healthy. -It gives him something to look forward to. -His family has terrible health histories (cancer, heart attacks, diabetes, etc) He's trying to break that chain. -He loves competing. Did you enjoy today's episode? Please subscribe and leave a review. If you have questions, comments, or possible show topics, email runningischeaperthantherapyolb@gmail.com. To subscribe and review use one links of the links below  Apple Spotify Google  Get a copy of the book  Running Is Cheaper Than Therapy: A Journey Back to Wholeness

1. The Piceance Basin has 300 trillion cubic feet of natural gas, 25% of the liquid rich natural gas can be recovered. Mancos shales are located in the Piceance Basin. 2. The Dollar is a commodity and its value is determined by its strength of demand against other currencies. For example, as the dollar gains in strength over the euro then more investors take their euros and buy dollars. The demand for the dollar increases. 3. The high cost of gasoline make the extraction of shale possible. Horzontal drilling and shale oil extraction technology have increased the supply of oil to market. 4. China will develop localized shale oil extraction to meet their energy needs 5. Congress is supporting more development of synthetic oil from shale 6. The high price of oil has caused Shale oil too boom . As a result , the price of oil drop below $50 a barrel . The falling oil prices have strangled Russian oil profits 7. New Mexico is the largest oil and natural gas producer, generating over $15 billion in oil and natural gas production and generating 18% of the state and local government revenue. (http://amigosbravos.org/oil-gas) 8. Shale production from fields like Marcellus, Haynesville, and Eagle Ford are projected to account for 49% of US gas production by 2035. (http://www.sourcewatch.org/index.php/Shale_formations_in_the_United_States) 9. Economic wells of shale are 300 to 600 feet thick. Barnett shale of Texas is 100 to 1000 feet thick at a depth of 8000 feet. 10. The Antrim Shale deposit appears to be biogenic generated from the deep earth biosphere --- Send in a voice message: https://anchor.fm/david-nishimoto/message

Global demand for natural gas continues to skyrocket in the wake of Russia's invasion of Ukraine. Helping to offset supply into Europe and Asia, demand for U.S. LNG exports have also risen, subsequently boosting natural gas prices at Henry Hub to +10-year highs. Companies around the world are fast-tracking infrastructure developments – from FSRUs to new train expansions, from pipeline construction to deepwater Fast FLNG –  in an effort to boost LNG imports and exports. With mounting export projects moving forward as quickly as possible across the U.S. and Mexico, will exploration & production in the Haynesville, Permian and Marcellus be able to feed these demand centers? Join Patrick Rau, strategy and research director at Natural Gas Intelligence, as he puts the global natural gas puzzle pieces together in this episode of NGI's Hub & Flow podcast.

In this latest installment of Off the Boards, redshirt sophomore Cam'Ron Jackson joined Kenny Stubblefield and discussed his breakthrough season in 2021 and the expectations that he has placed on himself for the 2022 season. Cam spoke about growing up in the small town of Haynesville in northern Louisiana and playing for Haynesville High School. Haynesville High School, while in a small city of 2,000 people, has won 17 state titles in it's history, which ranks as the second most in all of Louisiana high schools. Cam shared about how the city developed players from a young age and how playing for Haynesville High School was a dream come true. Cam then explained his recruitment and how Coach Pope played a massive role in his decision to come to Memphis over strong interest from LSU and Alabama. In January, 2022, Cam entered the transfer portal for a short time, and he explained what went into that decision and also shared why he ultimately decided that Memphis was the place for him. He went into great detail on how Coach Pope, his mom and even senior DB Quindell Johnson played a role in changing his mind. In the second segment, Cam discusses how the defensive line has been unleashed with Matt Barnes as the new defensive coordinator. He walks us through what Tiger fans can expect from the Tigers' defensive line this year, and how excited he is about the depth the Tigers have at that position. Cam finishes out the episode talking about the games he is most excited to play this year, and which Memphis BBQ spot is his favorite place to eat. About Off the Boards: Off the Boards is a video/audio segment where GT247 sits down with local and national sports figures. Typically, Off the Boards has been a video segment, but we are now turning it into an audio podcast as well to better meet the needs of all of our followers. This new format will allow all of GT247's content to be more accessible to listeners. You can listen to any of our podcasts on Apple Podcasts, Spotify, Stitcher and Megaphone. Make sure to subscribe, leave a comment and spread the word about Tigers in 20 and Off the Boards. Learn more about your ad choices. Visit megaphone.fm/adchoices

Recorded on April 4, 2022 https://youtu.be/UUZ17gIh39I Episode 43 of the PetroNerds podcast is part one of an incredible double header on all things US natural gas, global LNG markets, the European energy crisis, and the impact of regulations on ESG and investor pressure.  Trisha Curtis is joined by her guest Renee Pirrong, Strategy Director at Tellurian.  Tellurian is active in the upstream space in the Haynesville and will soon be exporting LNG (Liquified Natural Gas).  Before recording WTI was $101.80, Brent $106.36, Henry Hub $5.80, and TTF Dutch from CME $36 MMBtu.  Trisha starts off the podcast with a global overview and backdrop of what is happening in the world, including the Biden Administration and IEA's planned release of Strategic Petroleum Reserves from the SPR.  In this episode Trisha and Renee get into US natural gas production volumes, US LNG export volumes, LNG export capacity, and the Biden Administration's plans to increase LNG exports to Europe this year and significantly more through 2030.  Trisha gets into the production base potential and the meaningful impact of market signalling by regulators and the need to build infrastructure and pipelines to accelerate production growth in the US and exports abroad.  They discuss the impacts of ESG investing and money going into renewables vs. oil, natural gas, and coal.  They also begin discussing the energy crisis in Europe and Asia.

Daniel Smith - President of Saints Energy joins the podcast to talk about their Non-Op and Royalties portfolio across the Bakken, Haynesville, Permian, and Anadarko Basin. A big thanks to our 3 Minerals & Royalties Podcast Sponsors: --SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo --Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com --Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com

There's a long stretch of road from New Hampshire to...wait, don't tell me...WE'RE GOING TO AROOSTOOK! Do you know Maine's most dangerous (and haunted!) road? Let Auntie B spin you a tale of ghosts, ghouls, and witches: pack the car and grab your holy water as we venture up Route 2A! You can reach out to us via email - homegrownhorrorpod@gmail.com - send us stories, Maine movie recommendations, or just say hi! Twitter: https://twitter.com/HgHpod Instagram: https://www.instagram.com/homegrownhorrorpod/ --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/hghpod/support

Brandon Benson - Managing Member of FifthPeak Ventures came onto the podcast to talk about his team's strategy in the Haynesville and Midland Basin as well as walk through the Source Energy Partners story from 2017 - 2021. A big thanks to our 3 Minerals & Royalties Podcast Sponsors: --SourcEnergy: For more information on SourcEnergy's satellite imagery & AI driven technology, please visit www.sourcenergy.com/minerals or email info@sourcenergy.com for a free demo --Opportune: For more information on Opportune's back office & outsourcing services, then please visit www.opportune.com --Noble Royalties: To explore ways to do deals w/ Noble, please email Chase Morris at cmorris@nobleroyalties.com or Shannon Manner smanner@nobleroyalties.com

***We are pleased to offer new sponsorship opportunities in The Economy, EIA Report and The Frac Spread Count.*** Primary Vision Network is covering the hottest topics in energy and the economic implications affecting the US & International Markets. PVN covers the energy sector as well as the full supply chain with a granular focus on "well to wheel" economics. Get your brand in front of the movers & shakers of the energy industry and align with the industry's most accurate and trusted content. ➔ Reach out to Lisa O'Keefe at lisa.okeefe@primaryvision.co for more information.

Wall Street projects a “higher for longer” era for oil pricesttps://www.worldoil.com/news/2021/10/22/wall-street-projects-a-higher-for-longer-era-for-oil-prices- An era has to be long enough to change how the industry functions- Citigroup Inc. said in a report this month that crude below $30 and above $60 looks unsustainable in the long-term. - Ed Morse thinks prolonged over $50 will bring 7 million bpd on the marketNearly half of American companies say they are short on skilled workershttps://www.cnn.com/2021/10/25/economy/business-conditions-worker-shortage/index.html- will "labor shortage" (companies' inability to hire workers) create permanently elevated business costs?Solar and Wind Force Poverty on Africahttps://www.wsj.com/articles/solar-wind-force-poverty-on-africa-climate-change-uganda-11635092219- Africa can't sacrifice its future prosperity for Western climate goals- Neo-imperialism to impose a narrative that Africa can't access fossil fuels and must be consigned to solar/wind which isn't nearly as effective at providing electricity.- OPEC is sympathetic to this message. Will Africa save OPEC? Can OPEC save Africa?Tesla shares rise after Hertz says it will buy 100,000 electric vehicleshttps://www.cnbc.com/2021/10/25/tesla-shares-up-on-news-hertz-will-purchase-100000-electric-vehicles.html- Good idea for Hertz because Teslas will be a big draw for people who want to drive Teslas on vacation.Ahead of COP26, Saudi Arabia Resists Calls to Cut Oil Investmenthttps://www.wsj.com/articles/ahead-of-cop26-saudi-arabia-resists-calls-to-cut-oil-investment-11634911150Special Guest Rhett Bennett of Black Mountain Co.https://www.blackmountainoilandgas.com- Drilling situation in the US: real issues from labor situation. Labor is always a bit of an issue in Permian, but also in Eagle Ford. On the drilling side as well. Supply chain issues, also exacerbated for oil industry because of severity of downturn.- metals aren't available to implement transition in the way needed for transition- Sees oil over $100, higher natural gas prices this winter- Price increases will drive activity higher. Private companies are drilling a lot, public companies more constrained.- "If you are private, it's a beautiful scenario." Inputs on the cost side of the ledger haven't risen nearly as much as the returns side of the ledger.- Haynesville wells pay for themselves in 90 days - but they are quite dry, Permian wells are more heavily oil weighted.- 2022 budgets: lots of E&Ps will want to increase drilling activity 20-30% and will want budget increases of similar amount. But will also have inflationary pressures that will hit production targets and so many will fall short.- E&Ps did better consolidating during downturn that service companies so there's still a lot of competition in service sector- Consequences of capital starvation. Shale is a treadmill. If you hop off, looking at 50-60% decline rate.- Underground carbon sequestration (CCUS) - will it be economical without legislation on carbon tax in the US? CCUS in Australia - lots of capacity for sequestration in Australia.- Lots of countries don't have the right geology to inject and store carbon. Potential for this to become an import/export industry.- Sees battery tech as competitive with ICE engines. Problem is materials and minerals.- Metals and mining has had capital starvation for decades now. Average mine takes 7 years to go from discovery to production.

Where does U.S. gas come from? The Marcellus, the Haynesville, and the Permian areas supply most of the gas for the U.S. The U.S. has enough resources to satisfy all of the demand for the country plus a very significant piece of export available for the rest of the world where we can help countries, […] The post CHAT with TELL | Two minutes with Executive Chairman Charif Souki on current U.S. natural gas position and gas flow appeared first on Tellurian.

Natural-Gas Prices Surge, and Winter Is Still Months Awayhttps://www.wsj.com/articles/natural-gas-prices-surge-and-winter-is-still-months-away-11631986861- historically speaking crude oil prices actually do warrant new drilling but companies aren't.- Why aren't companies drilling more? Lack of money? Why isn't the money interested?Oil falls as storm-hit U.S. supply trickles back into markethttps://www.reuters.com/business/energy/oil-steady-us-storm-hit-supply-returns-slowly-2021-09-17/- Will Europe be forced to turn to burning fuel oil this winter for electricity when natural gas and coal are too expensive and will that push oil prices up?- Change in policy could dampen sentiment for movement.Equinor to pump up gas supply for tight European markethttps://www.offshore-energy.biz/equinor-to-pump-up-gas-supply-for-tight-european-market/- Can Norway save the day for Europe? Perhaps.Trade group wants restrictions on U.S. natural gas exportshttps://www.reuters.com/business/energy/trade-group-wants-restrictions-us-natural-gas-exports-2021-09-17/- Will restricting LNG exports help curb US natural gas prices?- IECA says US natural gas prices would need to double from where they are now to spur more drilling. Chemicals, Food, Materials could become more expensive or face shortages.- Government intervention in terms of promoting natural gas drilling.Oil giant Shell sets sights on sustainable aviation fuel take-offhttps://www.reuters.com/business/sustainable-business/oil-giant-shell-sets-sights-sustainable-aviation-fuel-take-off-2021-09-19/- How big of a "thing" is this? Crops could be used to feed people - industrial agriculture is NOT sustainable.China faces a potential Lehman moment. Wall Street is unfazedhttps://www.cnn.com/2021/09/16/business/wall-street-evergrande-china/index.htmlChina's Evergrande Moment Is Looking More LTCM Than Minskyhttps://www.bloomberg.com/opinion/articles/2021-09-20/china-s-evergrande-moment-is-looking-more-ltcm-than-minskyWhat is China going to do? Ryan's Read: China will do whatever it has to. Can't seperate this story from Taiwan.Dr. Dean Foreman and API Monthly Statistical ReportGlobal natural gas issues:- For this time of year we have never had higher prices- Reflects Russian gas inventories are historically low, wind is underperforming & gas needed to prevent brownouts and LNG shipments being snapped up like crazy- Global natural gas market? Not yet because still so much less being trading internationally than oil- Rush to get cargoes available.Domestic natural gas:- Baker Hughes rig counts have actually gone down despite higher prices- Should be able to drill all day and make money- Producers in Gulf Coast have access to premium markets and should be able to export to internationally markets- Producers in PA, etc. don't have access to global value chainAre exports to blame for US prices?- actually exports motivate production. Haynesville is good example. On the margin there is some and it is creating pressure. Seek to place blame, consumer anger.- We have rolled back prices to before the shale revolution.- Should be able to drill profitably in every major basin so what's the problem? EIA modelled a healthy drilling response and we haven't seen that. Supply chain issues, risk tolerance issues, workforce issues, policy environment, debt taken on my companies- Pipeline capacity isn't really an issue. There are some isolated areas that have bottlenecks and there is flaring, but mostly not.Summer oil demand:- 23 million bpd of oil demand - higher than 2019. - Fuels may be switched around (more gasoline and distillate than jet fuel)- Other oils: intermediate oils naphtha and propylene, etc. historically have been 1/4 of demand, now it's over 30%. In August just under 28%.- Drilling responsiveness isn't there. What are the odds that we will get 1.8 million bpd of production growth in US between now and end of year? Note likely, especially with how rig counts haven't been growing.- Some price issues should recede as supply chain issues resolve but with oil and gas, it's a different issue. If the economy remains on track, we will see serious pressure on oil and gas in next year. Lack of investment, long lead time for projects outside the US.- EIA says global projected highs for oil demand are higher than 2019. IEA has a more bearish view on fossil fuels.- If supply can't keep up with economic growth then it could push prices up which will stifle demand.- Numbers economically are scorching hot - so much stimulus and it has had an impact. Even if price inflation overshoots, we will still see a lot of growth.- Global capital investment has significantly declined. Drilling activity has been muted.

Our Upstream business is going to be our locomotive for the foreseeable future – everything starts at production. Watch on YouTube Follow us on Twitter @TellurianLNG Guest: Charif Souki | Chairman, Tellurian Inc. Business Description #Tellurian intends to create value for shareholders by building a low-cost, global natural gas business, profitably delivering natural gas to […] The post CHAT with TELL | Executive Chairman Charif Souki and TPC President John Howie on-site in the Haynesville appeared first on Tellurian.

We welcome Robert C. Turnham who serves as the President and COO of Goodrich Petroleum, a natural gas producer in the Haynesville primarily.Stuart talks about all things natural gas, Goodrich, ESG and much moreRobert's Bio:Mr. Turnham has served as the Company's Chief Operating Officer since 1995 and became President and Chief Operating Officer in 2003. He has held various positions in the oil and natural gas business since 1981. From 1981 to 1984, Mr. Turnham served as a financial analyst for Pennzoil. In 1984 he formed Turnham Interests, Inc. to pursue oil and natural gas investment opportunities. From 1993 to 1995, he was a partner in and served as President of Liberty Production Company, an oil and natural gas exploration and production company.

In Episode 208, Jeff Belanger and Ray Auger take a drive down Route 2A through Haynesville, Maine, to see a road so treacherous and haunted, it inspired a 1965 country song by Dick Curless. Behind the song, though, are countless stories of vehicle accidents and strange encounters on this road that may cause you to slow down and look twice. Be warned, Jeff brought his guitar on this trip, and Ray may have sung some of Dick Curless's song.

Darin Zanovich - President & CEO of Mesa Minerals Partners II came back onto the podcast to discuss their teams recent exit to Franco Nevada in December 2020, their new partnership with NGP in May 2021, and their latest acquisition in the Louisiana side of the Haynesville in July 2021.

You find yourself alone on a journey, feeling somewhat lost as the houses seemed to have disappeared from the side of the road and all you have seen for the interim has been nothing but trees and shadows thrown from the moon that seems to be playing hide-and-go-seek with the clouds. It is as though you have driven into another world on as dark a night as you can remember and you hope you've taken the right road because right now, you feel like maybe you haven't. Then, out of the corner of your eye, you see her – a white form in the darkness. At first she is there on the side of the road but suddenly, she is standing on the jagged white separator line and you slam hard on the brakes. Miraculously, you miss her. No one should be out here, this far, on their own. No one. You exit the car and see her there, her face ashen white and her expression almost too serene, strangely silent. You ask her if she is alright. She nods. You ask her if she needs a ride. She nods once more. Relieved but still shaken, you let her in and continue on your journey through the long darkness. The silence is too much for you and you attempt to make small talk, but the woman is strangely silent. You ask her questions, but she does not speak. Soon, as you approach the first house that you have seen in a long while, a chill pervades the atmosphere of the car and you cast your glance into the rear view mirror to check on your passenger. Your foot hits the brakes. You stop, wide-eyed, staring into the backseat. You are alone. Such a tale has been told around many a campfire and is known as one of the most common urban legend motifs. In Maine though, the long dark nights seem longer and darker than in other places. People do take on long journeys all alone. Long before the advent of Interstate 95 linked northern Maine with the rest of New England, there were few ways to travel past Bangor without encountering strange, long and lonely stretches of rough road, especially in the winter. In the early days, there was a particularly winding and dangerous portion of U.S. Route 2A near the town of Haynesville and it cut through a patch of forest known as the Haynesville Woods. Today the road through the Haynesville Woods remains circuitous and dangerous in the winter. Truck drivers and motorists who journey in that area understand that the isolation of the northern Maine woods is unmatched anywhere else in New England and that seeing anything out-of-the-ordinary on a long and lonely night is made more jarring by the idea that you are, indeed, in the middle of nowhere. Most people choose to use the Interstate. As a child, I grew up listening to Maine country music icon Dick Curless sing about the road that might be lined with tombstones instead of trees and it always sent a shiver down my spine. So many died on that road, he claimed, that there could be a tombstone every mile. The song is enjoying new life as Maine singer-songwriter David Mallett (davidmallett.com) has recorded it on his new album of cover songs, The Horse I Rode in On. Death, it seemed, wandered through the imagination of drivers encountering long, icy patches of road in the winter at high rates of speed. Where the imagination and Death join hands, legends soon follow. In a 1990 article in the Bangor Daily News, journalist Tom Webber detailed the groundbreaking work of students working for the University of Maine Northeast Archives of Folklore and Oral History, scouring the back roads and interviewing old-timers about the lore of their land before they passed away and the knowledge was irretrievably lost. Those interviews detail a legend concerning two standard motifs in folklore – the woman in white and the phantom hitchhiker. Every town or city in New England seems to have its own Woman in White story. She might haunt a graveyard or an old mansion, but in the wilds of Maine, she is often encountered on the loneliest portions of the road by a driver in the dead of night. In the case of the Haynesville Hitchhiker, she is encountered as a young woman either seen hitchhiking or simply standing in the middle of the road. Invariably, the driver panics and stops, getting out of the vehicle to check on her safety. In some legends she is wearing a coat and holding a suitcase. She is invited into the vehicle and the driver continues on the journey. Suddenly, the driver experiences a chill and when looking over to check on her, finds that she is gone. In one tale her coat is left on the seat with an address inside. When the driver investigates further, he meets the woman's mother who recognizes the coat and tells the sad tale of her daughter's untimely death on the road. Another version of the Haynesville Hitchhiker comes from the St. John Valley town of Van Buren and tells of a woman on her way to a party, but she has a flat tire. She is wearing a white dress for the occasion and while attempting to change the tire, she is struck and killed by a hit-and-run driver. Her dress, red ribbon and lace is found on the road, but there is no body and there are no bones. This version claims that on foggy nights, the woman in white can sometimes be seen walking in the distance ahead on the side of the road. The frightening part of this claim is that as you speed up to try to catch her, she does, too. Other variations on the legend speak of a red flashing light seen in the distance. As it approaches you, a white cloud floats over your vehicle and the red flashing light disappears. Perhaps the most popular version of the legend is that of the frozen bride, another common motif in folklore and legend. In this story, a young bride and her husband are driving on the road along Route 2A on a particularly cold winter day when their car encounters the dreaded icy patch and careens into a utility pole. The husband dies upon impact, but the bride is thrown from the car and survives, at least until she freezes to death in the cold. Those who have encountered the frozen bride find her walking alongside the road in the dead of winter, clutching her arms and staring straight ahead. She is offered a ride and wordlessly enters the car. Those who say they have encountered her report a woman who appears to be freezing, even in the heat of a summer night. Like the other spirits described, she disappears and those who have encountered her are filled with both fear and sadness. She continues her journey, searching for help. I have heard various tales of the Haynesville Hitchhiker from people over the years. The landscape and the loneliness of that road seem to engender stories to chill the spine and make the adrenaline spike. One particularly fearsome tale is a variant of the hitchhiker and involves a bicycle rider who suddenly appears next to you in the darkest part of night and, though you are moving at fifty-five miles per hour, he smiles a crooked grin and pedals ahead, disappearing into the dark, leaving you pondering the impossibility of the event. Women in White abound in legend and folklore. Medieval legends mention them and when Europeans crossed the ocean to take up residency in the new world, they brought their women in white with them, it seems. There are other roads in New England, as well as the rest of the world, where spectral brides glide across moonlit fields or interrupt the journey of lonely travelers for their own unknown reasons. Find a lonely stretch of road, perhaps with a cemetery not far away, add a lonely night and a weary traveler and you've got a recipe for fear and the inexplicable. The strange truth of the Haynesville Hitchhiker is that many people actually have perished on that stretch of road. If you journey north, you might even see the makeshift memorials that locals still set on the sides of the road where their beloved dead have perished: a white cross, a bouquet of plastic flowers, a name written on a piece of cardboard and a remembrance that on this precise spot, someone met their life's end.

You find yourself alone on a journey, feeling somewhat lost as the houses seemed to have disappeared from the side of the road and all you have seen for the…

For Wednesday's episode of The Sports Scouting Report Podcast With Lee Brecheen, Lee interviews former Haynesville High School, Georgia, and NFL Defensive End Demetric Evans. Lee talks to Demetric about winning three straight state championships for Red Franklin at Haynesville, playing at Georgia, and playing for different teams in the NFL like the Dallas Cowboys, Washington Football Team, and San Francisco 49ers. Demetric also talks about the NFLPA's "The Trust", which helps players transition to normal life after retirement, his cousin Joseph Evans, who plays on the defensive line currently at LSU, and his thoughts on LSU hiring his former teammate Andre Carter as the defensive line coach. Finally, Demetric gives his two cents on the transfer portal and also the best running backs he has gone against in the NFL. 

Anti-Gravity Entertainment & A.G.E Prism Talk Presents - DreamChild© Chronicles - Volume 1 Probably the most important and influential Mini-Series Produced by AGE. DreamChild©, our prison correspondent shares his spiritual awakening and the birth of his Godliness. After twenty years of incarceration he tells his story - his way, with his pending book release, he gives you an inside look into being sentenced to 30+ years in a Virginia Department of Corrections facility for a non-homicide conviction, the death of his mother, and finding out that his father is still alive. Listen to the remarkable tale of freedom and the Prism one finds while confined with their own thoughts.   DreamChild© is currently being held in a VA DOC Facility. If you would like to contact DreamChild© directly, please see his contact information below: Jahi Doll #1025053 H.C.C Po Box 129 Haynesville, VA 22472 www.jpay.com for direct emails www.ageprismtalk.com See acast.com/privacy for privacy and opt-out information.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacySupport the show

David Spyker joins us from Freehold Royalties, a publicly traded minerals & royalties company on the Toronto Stock Exchange. During the episode, David walks through Freehold's expansion strategy into the US, including the recent $58mm transaction they closed across the Permian, Eagle Ford and Haynesville.

What does this mean to Tellurian and what are we going to focus on? 1️⃣ Continue with debt elimination program, getting to a position where our balance sheet is completely clear 2️⃣ Resume drilling program in the Haynesville and extend our footprint, to increase on the resource we can rely on 3️⃣ We are aiming […] The post CHAT with TELL | Two minutes with Chairman Charif Souki on strong LNG demand, debt elimination and more appeared first on Tellurian.

In this episode, we provide an overview of key facts about the Haynesville Shale natural gas play in Louisiana, Texas, and Arkansas. Learn what four companies have EACH produced more than 1 trillion cubic feet of gas since 2012 and where rigs are currently drilling. Also, this major oil and gas company is excited about the prospects for this important natural gas play and for good reason (you might be surprised who it is). Show notes with the graphs and tables discussed in this episode can be found at mineralrightspodcast.com.    

https://youtu.be/NZrt2-V_XNE Trisha Curtis and Ethan Bellamy continue to dive into the oil market and discuss why oil prices are rising in the face of renewed COVID related shutdowns, rising Libyan output, and muted demand outlooks released by the IEA and OPEC in mid-December. WTI sits at $49 and Brent at $52. Trisha talks about the increased number of operators in the Permian Basin and many smaller operators that have returned to drilling in recent weeks. Ethan talks about take away capacity for gas in the Permian and Haynesville. And Trisha comments on Biden's cabinet picks, the importance of methane emissions, and in the increased regulatory burdens the US oil and gas industry is about to face. This is another must listen to episode.

On this episode Jason Stewart (Technical Sales Manager - Completions, Liner Hangers, Cementation and Reservoir Monitoring at Weatherford) joins us and gives his background and how he landed in the oilfield after various sales jobs in different industries. He goes into each of his roles taking him from Haynesville, North Dakota, Colorado, Midland to Houston. Jason explains how he utilized the resources that were available to him to position himself to get a manager role. Jason then discusses what he is looking for in his team, as well as how he strives to help his team succeed. He gives us the advice to focus on what you can control: effort and attitude, and not to get bogged down in the negativity surrounding you. We then discuss what our industry can improve on: being strong and positive advocates for the oil and gas industry. That is done by winning the hearts and minds, listening, communicating effectively and appealing to the emotional side of people. He leaves us with: just say yes and take a chance if faced with any career challenges.

Join NGI's Director of Strategy & Research Patrick Rau as he overviews the short-term North American natural gas market outlook, reading the tea leaves from key topics that floated to the top of third quarter earnings conference calls for leading E&Ps, midstream, service providers and operators. He dives deep into understanding the future of Haynesville and Appalachia dry gas plays, as well as discusses reoccurring themes of consolidation and pipelines, a new massive natural gas discovery in Texas, and the effect President-Elect Joe Biden's energy policy may have on the market moving forward. 

As we went through our interview covering  "Hanesville and Appalachain - Gas Focus" with Rob McBride, Sr. Director, Enverus, the numbers confirmed that pure gas plays are set to rise. Appalachian – Marcellus and Utica ➢ Rigs have fallen off in the Appalachian, but there are still rigs running and new wells being drilled. Production is expected to continue to climb in the Marcellus and Utica. The Mountain Valley Pipeline (MVP) is expected to come online in early 2021, which will add 2 Bcf/d of takeaway capacity to the region and send gas to the Transco Zone 5 region. Should MVP meet the same fate as the Atlantic Coast Pipeline, which was cancelled in early July, pipeline bottlenecks could be seen in the region as early as mid-2021. Enverus does not expect this to happen. Haynesville: ➢ With the drop in crude oil prices, higher natural gas prices are needed to make pure gas plays economical. Higher gas-directed production will offset the production losses from associated gas in order to meet demand in the US. As production grows, additional takeaway capacity is needed from the play. At least four pipeline projects have been proposed to transport gas from the Haynesville to demand in the Gulf Coast. Rob, thanks for stopping by and visiting with us about your team's newest report! Check the link below to download the report, or contact Rob.

In this crazy world we politely call 2020, there is a pattern change in M&A, Chapter 11s, Royalties, and how investors operate. Taking the commodity price out of the picture, the balance sheet will make the difference on companies looking to restructure under Chapter 11, and then undergo the M&A after the re-organization. As Andrew and I catchup from our pre-covid meeting at last year's NAPE, we are reminded that nothing appears to be the same and data will be more important when making investment decisions. Royalties are one of the hottest assets in the market, and had one of the best quarters in 2019, and may still have some volume in this market towards the end of the year. The Appalachia had most of the M&A activity this year as there was more stability in the gas market. The Haynesville had almost no activity as it is well positioned with takeaway and location. Market looks to have some increases in M&A towards the rest of the year but will remain low unless there is a large commodity price change. Andrew thank you for stopping by, it was fun chatching up again. Hopefully we can visit at NAPE again in the future.

Alan Smith, president and CEO of Rockcliff Energy, explains the Haynesville Shale advantage and why that might be misunderstood by the investment community. --- Support this podcast: https://anchor.fm/hartenergy/support

There are many factors that impact executives, and their decisions, in this tumultuous oil & gas market. We were able to sit down with Rob Turnham, President and Chief Operating Officer for the Goodrich Petroleum Corporation and talk about the current status and plans. Rob and I were able to talk about the Goodrich story and their advantages. They have cut their CapEx by $15 million, and can achieve free cash flow between the $2.05 and $2.65 gas price range. We also covered ESG, what that means to Rob, and the impact to all of Goodrich's stakeholders. Being environmentally and fiscally responsible is very much part of the corporate culture. It is clear that Rob's experience and leadership has served Goodrich quite well in this interesting time we call 2020. On the 360 Digital Closing Bell we have a saying; "Good management - good numbers".   About Rob: Robert C. Turnham, Jr. is a founding partner, President and Director of Goodrich Petroleum, a public E&P company focused on exploration, exploitation and development of unconventional onshore oil and natural gas reserves.  The Company was founded in 1995 and trades on the New York Stock Exchange under the symbol GDP. Goodrch Petroleum has been an early mover in the Haynesville, Eagle Ford and Tuscaloosa Marine shale basins. The Company has spent over $3 billion of capital expenditures in these areas and raised $2.5 billion of capital through asset sales and capital market transactions since going public. Prior to 1995, Mr. Turnham was President of Liberty Production Company, a privately held oil and gas exploration and production company, and Turnham Interests, Inc., an oil and gas investment company. Mr. Turnham started his career with Pennzoil Company in 1981. Mr. Turnham has been a guest commentator on CNBC, Fox Business and Bloomberg, a guest speaker at numerous conferences over the years, and has served on various private company and non-profit boards.

Goodrich Petroleum President and COO Rob Turnham discusses the strategy behind the Houston-based company's 100% natural gas-weighted position and how the Haynesville Shale's location helps make that successful. --- Support this podcast: https://anchor.fm/hartenergy/support

Jacobi says tough times are ahead but the oil and gas industry could benefit from getting a little smaller. He also said the country obviously has “too much gas being produced at this time” but he's still leery of projecting a great winter as it relates to natural gas demand later this year. --- Support this podcast: https://anchor.fm/hartenergy/support

Keith Baudin, Oil & Gas Drilling Consultant, gives an update on the Haynesville and Austin Chalk shale plays. Baudin also updates the energy infrastructure and construction in the Lake Charles area as well as the new refineries. Baudin also opined on how politics are causing issues with energy development. The [...]

- Arik Gilbert - TE, 5-star, Marietta, GA - Elias Ricks - CB, 5-star, Santa Ana, CA - Rakim Jarrett - WR, 5-star, District of Columbia - Kayshon Boutte - WR, 4-star, New Iberia, LA - Jaquelin Roy - DT, 4-star, Baton Rouge, LA - Jermaine Burton - WR, 4-star, Calabasas, CA - Antoine Sampah - LB, 4-star, Woodbridge, VA - Jordan Toles - Safety, 4-star, Baltimore, MD - BJ Ojulari - DE, 4-star, Marietta, GA - Demon Clowney - DE, 4-star, Baltimore, MD - Josh White - ILB, 4-star, Houston, TX - Jacobian Guillory - DT, 4-star, Alexandria, LA - Max Johnson - QB, 4-star, Watkinsville, GA - Lorando Johnson - CB, 4-star, Lancaster, TX - Eric Taylor - DT, 4-star, Trussville, AL - Malcolm Greene - Safety, 4-star, Highland Springs, TX - Koy Moore - WR, 4-star, New Orleans, LA - Kole Taylor - TE, 3-star, Grand Junction, CO - Marlon Martinez - OG, 3-star, Fort Lauderdale, FL - Xavier Hill - OG, 3-star, Olive Branch, MS - TJ Finley - QB, 3-star, Ponchatoula, LA - Ali Gaye - EDGE, 3-star, Garden City, KS - CamRon Jackson - DT, 3-star, Haynesville, LA LSU Recruiting is heating up as Early National Signing Day is just a few days away on Wednesday, December 18th. LSU has a consensus top 5 recruiting class for 2020 according to 247Sports, ESPN and Rivals recruiting services. The Tigers currently sit at #3 in the composite recruiting rankings behind Clemson and Alabama. Can Ed Orgeron and the Tigers push for the #1 overall class? Host Carter Bryant breaks down LSU’s 2020 recruiting class in today’s video. Need LSU gear to watch the Tigers in the Peach Bowl? Well Carter’s got you covered: LSU Quarter Zip: http://chatsports.com/LSU1 Purple LSU Sweatpants: http://chatsports.com/LSU2 ALL LSU Sale Items: http://chatsports.com/LSUSale The 2020 LSU recruiting class is loaded with talent as it currently has 23 commits including three 5-stars and 14 4-stars. LSU has two quarterbacks coming in with 4-star Max Johnson and 3-star TJ Finley already committed. Will one of these two get a chance to start in 2020 with Joe Burrow going graduating? Carter gives analysis on all 23 commits for LSU’s 2020 recruiting class. LSU Football Fans: Want more LSU coverage from Chat Sports? Get us 100 new SUBSCRIBERS on this video so we can bring you more content throughout the 2019 season: https://www.youtube.com/chatsportstv?sub_confirmation=1 Follow Host Carter Bryant on Twitter: https://www.twitter.com/carterthepower/ LSU Football News & Rumors can be found at all times on Chat Sports website & app: https://www.chatsports.com/lsu-tigers/ https://www.chatsports.com/app Follow Chat Sports on social media: https://www.facebook.com/chatsports https://www.twitter.com/chatsports https://www.instagram.com/chatsports

In the final episode of Beneath the Subsurface Season One, we're focusing on Well Data Products and the full gamut of subsurface intelligence that can be gleaned from leveraging Well Data with Seismic. Caroline Brignac sits down with Jason Kegel, Ted Mirenda and Katie Fearn for a deep dive into the evolution of well data and how it’s used in today’s workflows.EXPLORE MORE FROM THE EPISODEProduction ForecastingCompletion DataWell Data ProductsInterpretation ProductsWell Production DataGlobal Well DataUS BasinsTABLE OF CONTENTS00:00 - Intro01:42 - Evolution of Well Data Products at TGS03:25 - Production Data & it's Uses07:38 - Production Data and Thesis Work09:09 - Longbow: A Well Performance Visualization Tool with Analytics12:08 - What is Well Performance Data Used For?15:04 - Validated Well Headers & Interpretation20:26 - Well Logs and Production Data for Students, Interns & Early Career22:30 - Historical Production and Well Data24:43 - The Marriage of Seismic and Well Data: Interpretation26:48 - Historical Data and Microfiche?!29:44 - What About Offshore Well Data Products?34:34 - How Much Gulf Of Mexico Data Does TGS Have?39:00 - Seismic or Well Data... Why Not Both?40:20 - Analytics Ready LAS Data (ARLAS)43:49 - Eye Opening Data for Early Career48:48 - TGS Projects & Careers51:37 - Conclusion  EPISODE TRANSCRIPTCaroline:00:12Hello and welcome to Beneath the Subsurface a podcast that explores the intersection of geoscience and technology. This is Caroline Brignac from the well data products group at TGS. In This episode we'll explore our well data products and how they prove to be critical datasets for any exploration and development program. So go ahead and we'll get started with introductions for today's podcast. We've got Jason Kegel with us. Jason why don't you to tell us a little bit about yourself? Jason:00:39Sure. My name's Jason. I work with the geology group here at TGS. I'm a geologist I've been here for six years. I work pretty closely with our well data products and our seismic products. Caroline:00:50Awesome. Thanks Jason. We also have Ted Miranda with us. Ted, why don't you tell us a little bit about yourself? Ted:00:55Sure. Thank you. Caroline. Ted Mirenda. So I'm with TGS. Well, data products group. I've been here for 10 years now. A primary task was to bring production data to TGS and commercialize that product. It's been a lot of work and exciting. Caroline:01:12That's awesome. I'm really excited about having Katie with us. She's a production geologists for a super major. Katie, welcome. Why don't you tell us a little bit about yourself and your experience with TGS. Katie:01:21Thank you, Caroline. I am a recent graduate school graduate and I loved my time at TGS where I got to use Longbow and R360 and then I carried those things that I had learned and into my schoolwork in grad school and it's been awesome. Caroline:01:39So Katie, you started with us as an intern, correct? Katie:01:42Correct. Caroline:01:42That's awesome. Well, we're really excited to have you here and talk a little bit about what your experience with TGS, our products and how you use it in the industry. So one thing that we know a lot about TGS is that it's known as a seismic company. However, TGS offers a wide range of other products such as products in well data. Ted, would you mind telling us a little bit about the well data products division and how it's evolved over time? Ted:02:07Sure. I guess we can step back to 2002 when TGS officially acquired a little company called A2D that gave A2D's the resources to further go out and I believe in acquire Riley's electric log inventory. So that led to the largest commercial well log library. Other resources that TGS provided or enabled was the ability to digitize hard copies and raster logs to LAS. And that library has grown over time where I came into play now 10 years ago after growing the LAS library TGS made the the decision to what's next with well data, well, let's bring in production data. That's when I came into mix. We started building our production data library up. It's been a long challenging project, but it's really paid off. One of the things that critical decision we decided to do was not acquire any production data assets, but build that data from the ground floor up. That meant more work. But in the long run, it's a more valuable product. Caroline:03:25So when you talk about production data, what exactly are you talking about and what does that look like? Ted:03:30Well, we're talking about the full historical production record of every well in the United States. So when you think about different pieces of information that our clients use and need what the well has produced, the reservoir fluids captured from each wellbore is about as important a piece of information as you can have going forward. So we capture that information, really important to tie it to the proper wellbore and a really detailed well header record. There's a lots, a lot of other processes that we do with that as well to then provide the data to our clients. Caroline:04:16So we know that we have, Jason has some experience as well as Katie with this dataset. Would you mind telling us about how you guys use it in your role in the industry? Jason:04:25Sure. So I know at TGS we use the production data quite a bit, looking at our different mapping projects we have. So when we look across the entire, especially United States and look for new areas to shoot on shore seismic, we like to have a really good background information on what companies are actually producing, how much they produced in the past. Can a lot of times tell you where the, where the new plays are and it's always been said that where you found oil before you'll find oil again. And that's been proven over and over again. When we look at the Permian basin, which has been producing since, you know, the 1910, 1920s and today it's one of the biggest basins in the world and we're still finding oil there. So it's nice to really see those historical records of production and where people have gone. On top of that, the Longbow database gives you completion information so you can start really seeing where exactly within the geology has been drilled and how they have done it. So you can get some engineering insight into that as well. Over the years at TGS we've brought all that together to really start looking at new areas where clients want to go and where we can start bringing them seismic. Caroline:05:34So Katie, we knew that you started off as an intern here at TGS a few years ago and we know that you worked with Jason on his team to help sort of guide where we'd go next with our products. What was your experience with the production dataset and Longbow? Katie:05:48So I used the production and information during my project, both at school and at during internship to help me understand the reservoir better so that I could clear up any uncertainties that I was curious about. So for example, I use production data during my time at school to help me understand if there was any reserves left that were not taken out. Ted:06:19Yeah, I know a lot of our clients then use that data to look for bypass opportunities. Another one of the many capabilities of leveraging production data. Jason talked about moving into the completion data side of what we call completion data. Kind of led that evolution. You know, horizontal drilling, unconventional tight reservoirs, fracking, I mean that led to a whole new need for different attributes captured about a well record. So we identify those pretty early on. I had been collecting those and now provide that kind of information to our clients. Not just perf intervals. What is the, what is the producing interval subsurface depth, but the length of the lateral that's being completed and produced correlating production rates, any U R S 2000 foot laterals, another way to really do better well economics and evaluation of assets. So it's, it never ends, you know, the data needs are constantly evolving and changing as industry changes and we follow that path. Jason:07:38So Katie, you said that you use some of our production data with your thesis work, correct. And that was in the, in Louisiana, the Tuscaloosa Marine shale, right? Katie:07:47Yes. Jason:07:47So the Wells and the data that you used there, were they mostly conventional Wells or where we also tried to look at some of the unconventional Wells there too, to define that play that you are looking at. Katie:08:01Right. So I would say the majority, I also focused on the lower Tuscaloosa, which was mostly conventional Wells. Jason:08:09So those Wells, they helped you define that play area and then you had to go deeper and deeper into the log data. Correct. Trying to see exactly what the formation was made up. And you did a sort of a real exploration study of that lower Tuscaloosa Marine shale Longbow helped you kind of understand exactly where the production had become historically and where it might go now and where, where people are drilling currently in the Tuscaloosa Marine shale. Katie:08:39Right. And we also did that with the Austin chalk too. That was another one of our big projects. Jason:08:44Right. And then when you, in the group that was here all from the university of Lafayette worked with us, we also looked up into the Haynesville and looked at some of the smack over units using Longbow quite a bit, looking for trends in conventional plays historically and then seeing where those went unconventionally and if Longbow is the, the main generator of the majority of that data. Caroline:09:09So for those of you listening in who may not be familiar with Longbow is that is our our visualization tool that sits on top of our well performance database. Ted, would you like to add to that? Ted:09:19Yeah, that's right. So you know, production data is a fairly complex data model, right? So you need a tool to search and search your way through that data library, identify Wells that are appropriate to your project assignments so Longbow started out as really as that initial search engine. Hey, you're connecting to almost 5 million Wells, right? In a cloud based database and you're typically going in your assignment, you're going to identify subsets of Wells based on location, geology, formation, operator assets. Hey, examine these assets that are for sale and tell me if it's worth it, right? So Longbow provides that search engine. However, over the, the years and the time, we've incorporated quite a bit of analytics into the search engine. So we're really proud of that. It's if you can think of having a search engine connected to a live database of every well and include analytics, make a bubble in contour map on six month cumulative by zone, you know, all that in one. It saves time. So it's been exciting. We've had great feedback from clients and we are really focused on, Hey, what do our clients want? That's what we put in Jason:10:46When you go. When you talk about analytics Ted, what has been the biggest benefit of forecasting for Longbow? Ted:10:54Well, okay, so that is another good point. Production data being the historical production for the wellbore. Again, the reservoir fluid produced once me and my team, I felt we were comfortable and really good at acquiring that data. I always wanted to move into the forecasting realm as well. So we have added to the, to the product feature every single month. Now every, well all active wells get forecasted to their economic limit, giving our clients quick access to EURs. So from that perspective, I can look at historical data for an example like Katie gave about looking for bypass opportunities. Where did prior operators leave hydrocarbon in the ground with forecasting, I can look at, okay, what's the total proposed value of an asset? How much is that asset going to produce? How much remains that's already there in the, in the analytic tool. So, and again, the different analytic tools include besides mapping, probability graphs, scatter plotting and charts. It's the full gamut. Jason:12:08So we have, Katie who has worked with this data as an intern. I work with this data internally with project development and sales. And then I know that I've gone out with you before and we, we sell this data, we try to give our clients opportunities to use this data. Are our clients, strictly exploration type geologists or engineers or do we have other sort of venues where this data's important in the oil and gas industry? Ted:12:36You know, that's a good point. I mean, our clients cover all those gamuts. You know, one thing, again, with production data, it's a valuable piece of information across an integrated oil company. Enterprise exploration, geologists exploration is of course petroleum engineering department, reservoir engineers that have to forecast production. It's really become a big tool also in the A&D world investment banking A&D world at oil companies, business development. And that's what I like about production data. Everybody finds a use and value out of it, Jason:13:23Right? And it seems everybody wants to know how long that well is going to last and where the next well is next to it. It's going to produce as much that really hard to find that information from anything other than production data. Ted:13:33And what's, you know, what's, what's recently happened and I was looking at right, or like writing a paper on this topic. But you know, right now, most of the think tank forecast for supply, they're all like redoing those and lowering them, you know, the Unconventionals. And we, when we started doing our forecast models, we realized that the horizontal Wells had to be looked at differently. And the decline rates on those, those Wells now are, what would I say, exceeding what we thought they would be. Ted:14:08We had this, you know, unconventional production had made perhaps a real the world with the real comfortable setting of endless oil supply and and you see the think tanks now readjusting those forecasts. So our model changed as well. We're looking at studies and how long Unconventionals are really going to produce and readjusting the EURs. And does that also have quite a bit to do with parent child relationships and how they're stacking Wells within the reservoir? It does, and right now that's what everybody's trying to figure out. That is really challenging looking at spacing, refracking spacing, how does another child affect the, the, the parent well and etc. What is the proper spacing that we try and provide the data to our clients to help them do that? Jason:15:04Right. And in some of those cases you said before with our header products that we have, that really has led to Delineating some of the production data with the validated well header. Can you explain a little bit more about how the validated well header helps understand different laterals and how that traces back to production? Ted:15:25Yeah. Yeah. And that's that's another key point, I think what was attractive to building production data here at TGS? You know, you go out and collect production data and for the most part, I mean, when you're getting public production data, the reality is that data is really coming in at a surface level. I mean, what does the state regulator care about? They just want to know how much did operator produce. So your severance, you're paying severance tax below the surface, they're not so much concerned about which zone is that coming from in which borehole? So here at TGS we have, we can leverage our validated well header dataset, which is our proprietary header where we've gone in, looked at the subsurface and identified missing boreholes. So we are in the process of tying our production data now to that validated header. So really moving production data down to the, to the, what we call the 12 digit API level. And that's really making a difference to our clients. Jason:16:39I know it's helped internally where we've gone used the perforation information. Ted:16:43That's right. Yup. Jason:16:45And actually track the perforations. And I'm not sure if you, you might've done this with this, some in your internship, Katie, where we looked at the perforated intervals on the Wells and then when we are doing our cross sections, we would actually see exactly where the perforations were and see where that oil was coming from. And that helps in a lot of situations in basins where you, you don't know a lot about the basin or you're going somewhere new and you're mapping and we'd see, you know, you'd see the Austin chalk and the Buddha and the Eagleford and you try to wonder, well, where exactly in those formations are they getting the oil from? Without those perforations that we'd got from Longbow, we couldn't truly track that back. We've been doing that more and more with the help from interns when you were here a few years ago and also with our newer interns to, to really try to understand that and then provide that on another level through R360 to start understanding where these Wells are actually producing from, which in some states they don't, they don't provide that information. Ted:17:42That's right. And that that really is a really neat project. I know for me and my team at the, and Ted talking about the production data, leveraging Jason and the geoscientists and the interpretation type work you do on your workstations where we can take our production, our perfs, you guys load it in, match it up with the LAS, correlate that production to the actual producing zone. It takes a while to do that, but we're doing that in projects going across different basins and it's really exciting. Jason:18:15No, it's been, it's been very valuable for us that in some of the test information that Longbow has also has in some states like Oklahoma and Texas, let's say, they don't have produced water for a lot of the production. So the only things that you can look back are some of the actual, that the test data that you have where you can find that water. And then a lot of these areas where you're running analytics on some of these Wells to see when they watered out or how much water they have per volume of oil. That's the only place you can get it. And then when you max that match that back to the perforated interval, you can really start understanding some more about those horizons and how much oil or how much oil you have left, but also how much water you're getting out, which is a huge issue right now with a lot of the unconventionals is water not only how much water you're putting in to stimulate if that's what you're doing, but how much formation water you're actually taking out and that could be a, that could be that the factor in having a well that's a good well or not good at all. Caroline:19:19So I know we've touched on production data and the well performance database that TGS offers, but TGS also offers other data like well logs, various types of well logs our validated well header that Jason just mentioned. Katie, I'm curious about your experience as a student getting data from TGS. Can you tell us a little bit of what that was like and how you use other well data with production data to help solve some of the, the issues you guys were running into? Katie:19:48I'm sure. Well, TGS was really helpful because like Jason said, if Jason and Ted said to the state, you don't have to provide good data to the public. So TGS' well logs, their production data was far superior to anything that I saw. So it definitely helped not just at school cause I use this product at UL but I also got to use it in our projects. So it made the uncertainties that were, we were curious about less uncertain. Right. Cause the subsurface is always uncertain. Caroline:20:26So to follow to build on that, Jason, how do you, how do you work more with well logs and production data together, especially when you're working with a group of young interns like Katie and her, her fellow interns Jason:20:39Well one of the things that we do in our group quite a bit is either look for for new areas or sort of redefine basins that have already had had exploration. So the main thing we do when we do that as we get as many well logs as we possibly can. So that's the, the LAS that we have for those areas. Working for TGS is nice because we have access to quite a bit of data. So we pull all those together and we start just doing cross-sections and fence diagrams and make picking our formation tops so that we have a real good general understanding of the basin. As we're doing that, we're also looking at the production data. So each one of those Wells is either a producer or not a producer or maybe it was just a stratigraphic exploration well. But the reason those Wells exist are to make somebody money. So hopefully they're all producers. Jason:21:32So we learned as much from a dry hole as we do from a hole that's not dry. That's where the production data comes in really handy cause we can see exactly how much oil they got out of that well when it was drilled, when it was plugged and abandoned. Some of the issues that might've gone on with it. So we can understand from looking at just some of the well logs themselves than the caliper per se, to see where you had the whole breakup and see where you might've had engineering issues with that well, where they might have crossed faults that might've caused to loss of production in certain areas. And we can tie that back using production to see exactly how these reservoirs work. And we can track that around better to see where explorationists, might need help delineating new fields or new areas. And that's where the seismic comes in with TGS to where we can try to get the seismic out to help limit some of these problems that were we might be seeing in some of the Wells. Caroline:22:30Out of curiosity I know that we offer a long range of historic production data. Recently we just acquired a company called Lasser that goes back far beyond the 1970s. As a geologist, would you say that having a larger dataset going back further in time is more beneficial for you to help solve problems? Jason:22:54Absolutely. So the one thing we've always ran into is not enough data, right? We always want more data. We want to see the complete picture of the entire basin. So having that data that goes farther back in time, that historic production data really helps because we have a lot of those well logs that are sort of historic historics our well logs and our Las don't stop at 1970 or earlier. The production data depending on state isn't necessarily at a strict cutoff of 1970 but that historic data really helps with that production to really start understanding how those wells were drilled. And like I said before exactly what was it producer and what wasn't producer and if it was producing, how long did it produce for? There's been lots of of technology advances that have really increased how much oil you can get out of the ground or gas you can get of the ground. Jason:23:45That's on a purely engineering basis and you can start to see that in the production data, but you can really start seeing that in some of the LAS data when you start looking at the curves and understanding some of the petrophysics behind the Wells. And not only that, you start understanding the basin. So when you look at some of these really old wells, a lot of them are really shallow just to sort of understand that's as far as they could drill to. That's where the technological limit was. But depending on the basin, some, some people in the forties and 50s had drilled all the way to basement. You really want those type of data points when you're understanding the entire basin. The deeper you understand the basin, the more history you can put into it. The more basin modeling you can do. If you can understand the basin from initial infill to present day and the erosion intervals that have been between there. We see that quite a bit in our base in temperature models, which is one of the products that we do that builds off of our LAS data. Caroline:24:43What other tools, interpretation tools do you use internally that TGS helps provide or provides to our clients? Jason:24:49Well firstly I mentioned the basin temperature models. That's one that we, we helped build and we provide to clients and that's a product where we look at the entire basin. We pick the tops in it from 2000 to 3000 Wells from the LAS. And then we do basin temperature modeling on that entire basin with grids and horizons, start understanding the the basin from completed from basement all the way up to the top and understanding the infill. We also provide other products, sort of worldwide called our facies map browser. And this is mainly offshore, but this is looking at sequence stratigraphy within offshore basins. Jason:25:29This one we also use well data and seismic data where we can and integrate the two of them to, to have a real good understanding and picture of the basin. So the geologists that use this data can jump right in to the basin and have a real good working knowledge of what's going on there. One thing in the industry, I've been in this industry for eight years now and I've seen lots of mergers and you know, lots of layoffs unfortunately with people, but groups shrink and grow all the time. And when they grow, people need to jump into new basins they've never been. So one thing that we provide with some of our well data products like the facies map browser and the basin temperature models easily help people easily get acclimated with basins they may have never worked. It's a, it's a real quick and easy way to understand the stratigraphy and understand some, some components of the basin you might not have thought about before. Jason:26:25Then we've been moving on with the basin temperature model is that the background into TOC models. So actually looking at total organic carbon within the same basin using the background of our basin temperature model and then working with core labs to really understand some of our vitrinite reflectance and core data points. So that's the new thing we're doing particularly in the Permian basin. Ted:26:48And I want to add another point on Lasser that Lasser acquisition, which was a, again, exciting for our team. Jason talked about the need for historical data. Sure. acquiring that data set. Now, the only way you could really replicate that public data is if you went to physically went to the individual railroad commission, district offices and loaded up a bunch of microfiche. So that data's digital. We've got it now. What's really neat is we're running it through our modern QA and QC processes. So adding data production volumes in Texas all the way back to the 30s, and then taking further, taking the lease level production data and allocating it to a well level. Nobody in industry is doing that right now from nobody from a vendor perspective. So that project that's ongoing and will be completed before the end of the year. Having historical production back to the 30s allocated to the well level, excited about that and proud of our team to get that done. Caroline:27:55Not to ask a silly question, but what is microfiche is that what you said? Ted:28:01I said microfiche, yeah. Jason:28:01You don't remember Microfiche? (Laughter) Caroline:28:02You're talking to a millennial. Jason:28:04I feel so old. Ted:28:06The point there is the data is not digital, it's manual, it's on microfilm. Microfiche it's lots and lots of hours of labor to recapture that data in database format. And now that we've got it, it's going to be real exciting. Jason:28:27My experience with microfiche was always in elementary school going to the library. So at the library they always had stacks of microfiche that had historical newspapers from the past and you can still find them and they're really, they're almost like little slides like you remember, do you remember what slides looked like? (Laughter) No, it's done. That's true. It's already 2020. [inaudible] There was a special microfiche reader to see them. And you flip through each one of them. But that's how they always documented historical papers. So we'd go back and have to do research projects and you'd have to go find your little microfiche from the library. And when you looked it up, you would slide through and it was like a little projector screen that read the fiche from like the little, little tiny film and scrolled through the little film. So it is almost like a negative Ted:29:17It's a picture of a document. So I'm not the only millennial in the room. So Katie, I'm gonna make a safe assumption that you did not know what that was? Katie:29:23Nope, no, I had no idea what that was, but I have seen it in movies. So thank you for that visual like connected the two for sure. Ted:29:31That's right. But that, that tells you how you know how- Caroline:29:37How hard to find it, how hard to find that data is. Ted:29:39That's right. There weren't computerized records back then, but we still need the data Caroline:29:44Absolutely. Katie:29:44So you've talked a lot about onshore, so do you offer the same kinds of products offshore as well or what do you, how does it go from onshore to offshore? Jason:29:58That's a good question, actually, because with TGS and with the amount of data that we have onshore as really dense area of log data per se, so we can do areas like the Permian, the Eagleford or the DJ basin and fill them in with 5,000 Wells and pick tops and all 5,000 of those Wells. And they all have temperature points. So we can do our base in temperature models there. Offshore, it gets a little bit more difficult because there are, the data's not so close together and offshore particularly say in the Gulf of Mexico, the geology gets a little more tricky, particularly with basin temperature models because you start dealing with more salt. You start dealing with just having the water to sediment differences that you'll- we understand pretty well, but the more well data you have, the more we can make those interpretive products. Jason:30:55So we have, sort of, different products offshore and like I mentioned before, we have the facies map browser is almost exclusively offshore because we can do that along mainly 2D lines, so long 2D lines that go over large areas and are- usually have a few wells connected to them in exploration areas. So the newest one of those is what we're trying to start now in Mexico and the Mexican side of the Gulf of Mexico where a few years ago we shot a really large 185,000 kilometer 2D survey called Gigante. So we interpreted that whole survey and we shot gravity and magnetics over it. So we actually have a gravity and magnetics model that we've built on that area that helps a lot in exploration, but we've also interpreted all the seismic to pick certain horizons. We would like to go a few steps further and actually understand your stratigraphic facies and your sequence stratigraphy that's in there. Jason:31:56And that's what we're, we're trying to do now with the Mexican side of the Gulf of Mexico. And it's a little bit easier there because there's less wells there and a lot of the operators that are moving in there since they opened up Mexico aren't there. So they don't have as big a knowledge base as they do in the U S Gulf of Mexico. And that big large knowledge base in the U S Gulf of Mexico from the operators that have been there for 40 or 50 years has really limited multi-client type interpretation studies. Because say the Exxons or the Shells or the Chevrons have been in these basins for so long, especially the Gulf of Mexico that they have the working knowledge of those basins and they train their employees on that pretty easily. So they don't necessarily need an outside company like TGS to sort of give them the boost or the the heads up or the, the first step to get into a basin. Jason:32:53Whereas in other basins around the world where we have facies, map browsers, we've had them for a while, we have new companies coming in and going more often. So they sort of like having that extra layer of knowledge that we can offer on shore. In the Gulf of Mexico though we did do a post-well analysis, which is just looking at specific wells and I think we have a little over a hundred now and they're either dry holes or or discoveries and they sort of show the stratigraphy they show why it was a dry hole or why was it a discovery. We match that up with seismic and certain areas so you can see the structures that were being drilled at the time. So we do have that. And then in the Mexico side of Mexico and the Gulf of Mexico, we have production data on both sides now. Jason:33:41So we actually have the contract with the Mexican government to provide not only the seismic but the well log data in Mexico, but also the production data in Mexico. On the U.S. Gulf, we have the contract to deliver log data. So companies that drill in the U.S. Gulf of Mexico, they actually send their log data to TGS. We hold it for the 26 month timeframe. And then we clean that data up. We provide our LAS plus package. We provide that back to the BOEM or BSCE, the government entity that sort of controls the Gulf of Mexico. And then we also provide that to any other company that would like to purchase it. So we're the - TGS is actually, we've had that contract for a little over 10 years now and we've just renewed it this year. Katie:34:34So like how much coverage do you have in the Gulf of Mexico? Data-Wise. Jason:34:38Data-wise? So all of it really. So with the, with the recent acquisition of spectrum, we now have 2D coverage that extends all the way from Florida to the Rio Grande Valley really. So we have 2D coverage that covers, there are, TGS is a seismic company. Our core seismic area has always sort of been 3D seismic anyway, has always sort of been the Mississippi Canyon, DeSoto Canyon, Atwater Valley area. We have lots of 3D seismic. We're currently shooting seismic there. We'll just finished up some new nodal surveys there and doing reprocessing. But we have 2D and 3D coverage across the whole area and well data we have all of it. We have every well that's ever been drilled in the Gulf of Mexico. Ted:35:27On the production data song for Gulf of Mexico. The data's really, really nice from that perspective. I mean every well is reported oil, gas and water, monthly production. Well tests are extensive in the Gulf of Mexico. Perhaps the federal government does a better job of reporting well test data, making sure operators are testing those Wells annually and semiannually and getting that data out to public. So you also get access to certain pressure data in there, you know, flowing tubing pressure, bottomhole pressure, et cetera. So that data sets we like working with that. And now on the Mexico side, you know, we've got full coverage of Mexico petroleum industry. There's about 21,000 Wells with production in Mexico. About 1100 of those are offshore and we have captured and calculated monthly production for all of those Wells. So that was a fun project. Learning to translate certain wellheader attributes from Spanish to English that was fun to do. Converting units of measurement down there from a, you know, average daily rates to total monthly production. Bottom line is that data's now standardized in our library monthly oil and barrels in Mexico, monthly gas and MCF water in barrels. And,looking at the data, there are world-class wells in Mexico, so I think the continued release of data from Mexico. Hopefully we'll stay on track there with the, the government releasing data. Like I said, there's there's been some really gigantic flow rates down there, particularly offshore and no reason to think there's not great opportunity there. Seismic Katie:37:36Where's your seismic that you just shot in Mexico. Where does the location lies? Jason:37:40So the, the 2D seismic that's there, the original Gigante is all offshore and covers the entire Mexican Gulf of Mexico 2D. So it covers everything and it even goes sort of around the horn of the Yucatan near Belize. So it covers everything sort of almost into the Caribbean. We've also been doing looking at reprocessing efforts to extend some of our, to extend the seismic onshore to offshore and the Sureste and Tampico areas. And then we're also looking at 3D programs as well. Katie:38:15Very nice. Jason:38:16So there's quite a bit there. And that's not the only place that we have seismic or well log data. So TGS is actually always, I always try to remind me, we have well log data worldwide. So we have data. Do you know Russia and Africa and Australia and Malaysia all over Europe. And all over South America as well. And seismic too. I sort of focus on Western hemisphere so I know a little bit more about that part, but that's still quite a quite a large area sometime. And we're we're, we're looking at wells and seismic all across, both North and South American. Ted:38:53Don't forget Canada. Jason:38:55And Canada too, we have quite a bit of seismic in Canada as well. Caroline:39:00Nice. So one question I have for the table, we know that as TGS is predominantly a seismic company, but we also offer well data. How does that, how does that really help our clients when we offer two very different and unique datasets together? Jason:39:19I think the biggest part of that is making a complete geologic picture for explorationists. So you need the seismic to really sort of understand areas where we don't have well data and that well data really helps the seismic become better. One of the good examples of that is in some of our reprocessing efforts we're doing offshore, we're incorporating as much well data as we can, particularly Sonic data so that we can really understand the velocity models. And really make sure that we can tie those velocity models when they come out and with our seismic comes out in depth that our wells tie perfectly with them. The more well data we have, the better our seismic is going to be at the end of the day. We've always tied a few Wells that we can here and there, but since TGS has so much well data, it's a real benefit to our clients to be able to use that in the seismic processing and in reprocessing as more wells come out. Caroline:40:20So I'm just curious, you know, we are now offering a new product in the well data group. That's our analytics ready LAS that basically allows us to offer even more data. How do you feel about the machine learning algorithms that we're using in forecasting or with well logs? How do you feel about using that as geologists, Katie and Jason? Jason:40:42So one of the things that we've noticed quite a bit with this is you get a really nice big picture and particularly with analytics ready, we like to call it just ARLAS AR-LAS is that that big picture of that first presentation you can get, particularly when it comes to velocity models in Sonic where you don't have seismic. So one of the great images, and I don't know if I can explain this well through through radio, but one of the great images that you can have is with regular well data you have lots of lots of holes. So we didn't drill every place we could and then every place we drilled through time, we didn't do every log we could do. So a lot of the well logs that we have, particularly on onshore might have one or two curves. They might have a resistivity and a gamma ray or some of the older ones just might have an SP curve. Jason:41:32What can start doing with AR or the analytic ready Las is incorporate sort of Sonics into all of those logs and start understanding where we have those deviations in Sonic across the whole area where it hasn't been drilled. So from a big picture, it really helps you understand how that would tie together where you might want to drill next or what might, what interesting features you wouldn't see where a well isn't drilled without having seismic. And if you have seismic then you can tie them both together as well to kind of have a better understanding of of your depth processing. Ted:42:13And I might add onto that AI question back on the production forecasting a challenge. So we're offering both methodologies now of course we have our, you know, our traditional hyperbolic curve fit type forecasting algorithms that work well and offering the physics based you know, probabilistic spread forecasting new. Your question is how do we think about that? It's like, how does the industry think about that? I know everybody's talking about it. Everyone's trying to figure it out. To me, getting a million forecast in a couple of seconds is impressive. Right? And getting that full spread on each, well a P 10 through a P 99 forecast right at your fingertips. It's powerful stuff. Caroline:43:07Yeah. I'd be really curious to see where machine learning and artificial intelligence takes TGS in the future with other types of derivative products that we end up discovering and producing and really making sure that we're getting these to the industry to reduce cycle time. So I think that's pretty cool. Jason:43:22Yeah, absolutely. Yeah, I think we're, we're already moving in that direction with filling in log curves and in the seismic side trying to understand different seismic bodies. So using machine learning and AI to serve as a tool to understand where salt is in a quicker, more timely fashion or to even start understanding easier ways to define horizons or define some amplitude attributes as well. Jason:43:49[To Katie] So you've seen our data and played with our data and hopefully in the future is you're, you know, experiencing your geology career, you'll get to use it much more. Ted:44:01I think she's just scratched the surface with our data, right. I know all that data. Jason:44:06You had the unique opportunity to use it to come into our -come into the company and see what it was like to have that much data at your fingertips. Can you tell us a little bit about how, what that was like and how, how that's different from then to school to now that you're, you're in the industry. Katie:44:24So I came into TGS knowing nothing, well, not knowing nothing, but you know, minimal. You think you, every time you start somewhere you like think you know something, but you really don't, which I've learned again third time. Ted:44:37Right? Katie:44:37So at TGS, I wouldn't say it was just, I learned how to work with all this data, which was overwhelming at first. It was like I learned how to, I don't know, act, not just like socially in an office, right? But I also learned like what's important, what's not important. It's easy to get bogged down in the details when you go from zero to 100 real quick. Caroline:45:03So you've really had a unique perspective. Especially compared to a lot of us at TGS, you started off in an internship with us getting into the data and learning the data, applying the data. Right. And then I believe maybe you've even used it in your thesis. Katie:45:20Right. Caroline:45:20And now that you're in the industry, what has that looked like for you? Ted:45:26How about, how about how do you access data being an industry now? Katie:45:31When I've looked at data, it tells me, it makes me feel comfortable. It clears up uncertainties.. It's not telling me what's going on, but at least I'd like have more of a general idea. So when I look at these large amounts of data that I get for a project, let's say like I did in grad school, it's okay, I have this data. What does the data tell me? Does it tell me if it's pinching out? Does it tell me if it's, you know, this big chunk or maybe the depositional environment. That's what I looked at a lot in well logs the petrophysics. Jason:46:08No, it's understandable. You get thrown a lot of data in these situations and it's how you put that together, how you can efficiently use it. And that's something that we're always trying to make easier for people. It helps in a lot of situations, particularly in, in super major type of companies or in a lot of different companies, even smaller companies that they have geo techs that efficiently use our data before they give it to you. Right? So a lot of times you never, you'll never get to see the first part of, you know, where did this data come from because it all just ends up on your desktop. Right? Katie:46:42Right. So like I, what I liked about my experience I guess at TGS is I saw the beginnings, right? What a geotech would put it in. So I like got to see that visual fresh or put my own spin on it when we were using Longbow. So making those bubble plots or looking at URs and decline curves. I don't have, I don't, I haven't gotten that experience yet, but I'm a Guppy. Caroline:47:10So it was like you were getting access to data sets such as the, you know, the EURs and the forecasting database that you probably didn't necessarily have access to while you were working on your masters. Katie:47:21Right. And didn't know about until it came to TGS. Ted:47:26And the ability to build that project from scratch. I imagine a lot of times now in industry, you walk in and sit down and there are gigantic projects already existing and workflows established as opposed to like starting at the beginning. Katie:47:46Right. Which is overwhelming. Like I remember Jason was like, Hey, y'all are going to map from Mississippi, Louisiana and Texas. That was very overwhelming. Now I just, you know, you get a project and it, someone's already, most of the time, I don't know picked through it. So you don't, it's not very fresh. Jason:48:09But now you're not afraid of the deep end of the pool. Katie:48:10I don't know about that... Jason:48:10Right. We threw you right in the deep end and I, you can swim. You're ready to go. Katie:48:18Oh no. I'm still learning. Jason:48:18Well that's good. Never wanna stop learning. Ted:48:22We're all still learning. Katie:48:22Right. But I'm really still learning. As a new worker bee. Jason:48:30So Katie, is there anything we haven't seen you in a little while? I know that you're, you're in Louisiana now. Is there anything that you want to ask us that you're interested in from a, from your perspective after you've graduated and are now moving onto bigger and better things that might help you in the future? Katie:48:48Maybe not something that would- maybe wouldn't help me in the future, but also help other people that are looking for jobs. Is, are y'all looking for employment? Like looking to employ anyone or what does that look like? It sounds like you're doing a lot of work. So do you have people to fill these positions or are you, how does that go for y'all? Do you even know? Jason:49:10Well, that's one of those great HR questions where, you know, we're always, we're always just busy enough to need new people. (Laughter) Caroline:49:20And I think with, you know, new departments that were growing especially new datasets like Ted is talking about Mexico and Canada, I feel like it really helps to position us to grow, you know, as a company as a whole. So opportunities are always always coming up. Yeah. Jason:49:36I know particularly with our internship program, we're always looking for, you know, young, exciting new talent that can, that can come in and help us out. But also like you did learn about data from sort of the bottom up and take that knowledge base to other companies. So we don't only like training people to come and stay with us or we're perfectly happy bringing in interns and having them go out in the world and and learn something from us that they can bring somewhere else. Katie:50:06Oh sorry. I would say that that's why I like had not, I think that working at TGS was nice for others to see cause they knew that I had experience I guess with production data, which is a cool talking point I think. Caroline:50:22And just to build off of that, Ted has done a really great job building this new initiative, which is getting our well performance data in the universities to work with people like you, Katie, while you were getting your masters to make sure that we're able to provide data to other other programs and get geologists or young geologists access to data sets that they wouldn't have or wouldn't be familiar with whenever they're entering the workforce. Ted:50:48That's right. So, you know, we're happy to donate donate our products, donate production data and Longbow to the universities. As you know, at ULL they brought it into the geoscience and engineering groups. And now we're sitting on the, what the 20 workstations in the lab and part of the curriculum. So it's exciting at the same time, giving the students access to these data products learning actual, you know, working product tools. When they do get hired and hit the, hit the workforce, they're ahead of the game and ready to go. Now, from my selfish perspective, it helps to get feedback and make the products better. So it's a win win for both. Caroline:51:37Well, thanks everyone for coming out today and having this conversation, you know, hanging out, covering a lot of really awesome topics, kind of, you know, exploring where TGS is headed next, where we've been, where we're going. Katie, you know, especially thanks to you for coming all the way from New Orleans to sit with us and kind of give us your insight and your opinions and let us know how it's, how the journey has been for you. So thanks, Jason. Thanks Ted looking forward to the next, the next episode. Katie:52:01Thank you for having me. Jason:52:03Yeah, thanks Katie, it's been great Ted:52:04Thank you.

Hours after extending the contract of running back Ezekiel Elliot to record deal, and minutes after ringing the NYSE Opening Bell, Cowboys Owner Jerry Jones settled in for a visit Inside the ICE House to preview the Centennial NFL Season and share his secrets of betting against “conventional wisdom.” Jerry’s $90 million investment in Zeke pales in comparison to the $1.6 billion he put up to acquire much of the natural gas production in the Haynesville basin in Northern Louisiana and East Texas.   Inside the ICE House: https://www.theice.com/insights/conversations/inside-the-ice-house

The Haynesville Shale is setting new production records just as gas prices have fallen. Nathan Nemeth joins to discuss how our view of the Haynesville has changed over the past couple of years. Texas is better than ever and the operators to watch are the same names you are used to.

The Haynesville Shale is setting new production records just as gas prices have fallen. Nathan Nemeth joins to discuss how our view of the Haynesville has changed over the past couple of years. Texas is better than ever and the operators to watch are the same names you are used to.

Have an opinion on where US shale is going? Get in touch with us! - https://www.texasoilandgaspodcast.com/contact-us/We're looking for a new sponsor! Get in touch with us TODAY for a proposal - nate.hansen@gor2.comSubscribe to Oil and Gas Contractor's Connect - https://wavve.link/og-contractors-connectCome fishing with Ryan and Josh at Baffin Bay! - http://www.texasoilandgaspodcast.com/fishing/Leave a 5 star rating and review! - http://apple.co/2mkM3ASContact the show via text or voicemail - 318-599-9192Visit our website - http://www.texasoilandgaspodcast.com/Connect with Ryan - http://bit.ly/2lLX1uhConnect with Josh - http://bit.ly/2W90MgrBuy Ryan's book - https://amzn.to/2CBOtAoGet an interview on the Oil and Gas Contractor's Connect Podcast! - nate.hansen@gor2.com

Have an opinion on where US shale is going? Get in touch with us! - https://www.texasoilandgaspodcast.com/contact-us/We're looking for a new sponsor! Get in touch with us TODAY for a proposal - nate.hansen@gor2.comSubscribe to Oil and Gas Contractor's Connect - https://wavve.link/og-contractors-connectCome fishing with Ryan and Josh at Baffin Bay! - http://www.texasoilandgaspodcast.com/fishing/Leave a 5 star rating and review! - http://apple.co/2mkM3ASContact the show via text or voicemail - 318-599-9192Visit our website - http://www.texasoilandgaspodcast.com/Connect with Ryan - http://bit.ly/2lLX1uhConnect with Josh - http://bit.ly/2W90MgrBuy Ryan's book - https://amzn.to/2CBOtAoGet an interview on the Oil and Gas Contractor's Connect Podcast! - nate.hansen@gor2.com

Keith Baudin, Oil & Gas Drilling Consultant, gives an update on the Haynesville and Austin Chalk shale plays. Baudin also updates the energy infrastructure and construction in the Lake Charles area as well as the new refineries. He also opined on how politics are causing issues with energy development. The [...]

Sarp Ozkan talks IMO 2020 with Ryan and Ellen on Energy Week - https://www.spreaker.com/user/9550540/energy-week-65The Texas Oil and Gas Podcast is brought to you by Baffin Bay Rod and Gun: https://www.baffinbayrodandgun.com/Subscribe to Oil and Gas Contractor's Connect - https://wavve.link/og-contractors-connectCome fishing with Ryan and Josh at Baffin Bay! - http://www.texasoilandgaspodcast.com/fishing/Leave a 5 star rating and review! - http://apple.co/2mkM3ASContact the show via text or voicemail - 318-599-9192Visit our website - http://www.texasoilandgaspodcast.com/Connect with Ryan - http://bit.ly/2lLX1uhConnect with Josh - http://bit.ly/2W90MgrBuy Ryan's book - https://amzn.to/2CBOtAoGet an interview on the Oil and Gas Contractor's Connect Podcast! - nate.hansen@gor2.com

Sarp Ozkan talks IMO 2020 with Ryan and Ellen on Energy Week - https://www.spreaker.com/user/9550540/energy-week-65The Texas Oil and Gas Podcast is brought to you by Baffin Bay Rod and Gun: https://www.baffinbayrodandgun.com/Subscribe to Oil and Gas Contractor's Connect - https://wavve.link/og-contractors-connectCome fishing with Ryan and Josh at Baffin Bay! - http://www.texasoilandgaspodcast.com/fishing/Leave a 5 star rating and review! - http://apple.co/2mkM3ASContact the show via text or voicemail - 318-599-9192Visit our website - http://www.texasoilandgaspodcast.com/Connect with Ryan - http://bit.ly/2lLX1uhConnect with Josh - http://bit.ly/2W90MgrBuy Ryan's book - https://amzn.to/2CBOtAoGet an interview on the Oil and Gas Contractor's Connect Podcast! - nate.hansen@gor2.com

Keith Baudin, Oil & Gas Drilling Consultant, gives an update on the Haynesville and Austin Chalk shale plays. Baudin also updates the energy infrastructure and construction in the Lake Charles area as well as the new refineries. He also opined on how politics are causing issues with energy development. The [...]

A Social Connection Interview: Keith Baudin, Oil & Gas Drilling Consultant Keith Baudin, Oil & Gas Drilling Consultant, gives an update on the Haynesville and Austin Chalk shale plays. Baudin also updates the energy infrastructure and construction in the Lake Charles area as well as the new refineries. Community & [...]

MultiMedia Cafe Special Guest and Topics Menu Wednesday January 30, 2019 Keith Baudin, Oil & Gas Drilling Consultant, gives an update on the Haynesville and Austin Chalk shale plays. Baudin also updates the energy infrastructure and construction in the Lake Charles area as well as the new refineries. He also [...]

Leave a 5 star rating and review ! - http://apple.co/2mkM3ASContact the show via text or voicemail - 318-599-9192

Leave a 5 star rating and review ! - http://apple.co/2mkM3ASContact the show via text or voicemail - 318-599-9192

Dr. Loren C. Scott, Energy Expert and Economist, gives an economic update from Louisiana. He also comments on the Haynesville shale play. He expounds on the petrochemical industry, which is adding a remarkable investment to the Gulf Coast. Scott believes the natural gas industry will see an uptick next year [...]

This episode of Unknowable is about "The Most Haunted Place in Aroostook County", Route 2A that runs through Haynesville Woods. This is the first episode that focuses on our home state of Maine, with a road that has a country song written about it called "A Tombstone Every Mile".

IHS Markit expects strong US natural gas supply growth to keep pace with end-use demand growth through 2020—primarily driven by Appalachia, Permian Basin, and Haynesville volumes. In this podcast episode, plays and basins experts Reed Olmstead and Imre Kugler share the economics and long-term outlook for production growth in North America.

...in which Rex and Paul talk about their visit to the Purple Hull Pea Festival and World Championship Rotary Tiller Race in Emerson, Arkansas, and discuss their trip home, including information on the geography of Garland, Arkansas, (hint: it looks like Crowley's Ridge), the Four States Fairgrounds in Texarkana, the desire to get home before dark, the rough appearance of stateline beer joints, Paul's memory of a humanities trip to Oklahoma and his attempts to blend in at the Idabel Country Club, Rex and Paul's shared appreciation for the Idabel Comfort Inn and its Italian restaurant, ideas for a movie to preserve unique Arkansas culture, the remarkable basketball traditions of Magnolia and surrounding towns, notable writers and an opera singer from Emerson, the surprising information that Geoffrey Beene is from Haynesville, Louisiana, the proper pronunciation of Paul's hometown, Imboden (emphasis on the "Im-"), the unfortunate closing of Maxine's in Prescott, the sad fact that Rex and Paul ate only four meals during their daytrip home from Emerson, their plans for eating many more meals on Radio CALS' tab, the indescribable nature of the World Championship Rotary Tiller Race, the competitive scheduling of Hope and Cave City's watermelon festivals (on the same day!), and much more.

...in which Rex and Paul talk about their visit to the Purple Hull Pea Festival and World Championship Rotary Tiller Race in Emerson, including an out of control tiller, the "Till-Billies," a potentially lethal tiller wreck and an announcer who didn't bat an eye, rumored controversy as to the actual winner of this year's race, the interminable heat that Rex and Paul faced, their side trip to charming Haynesville, Louisiana (where they were invited to view a stranger's plentiful catch of the day), their return to Arkansas and their drive west on US-82 through south Arkansas, the proper pronunciation of Lafayette County, Paul's first meal at the original Burge's in Lewisville (where Paul purchased six fried pies to take home, only one of which made it to Paul's wife Jan), Rex's history of working up an appetite to take advantage of his trips past Burge's when he was a sportswriter, the truly red hue of the Red River, Garland "City" which boasts 300 residents and two beloved catfish restuarants (Doc's and Westshore), Rex's memories of the old Haley's Fish Market in Des Arc and its "fiddlers" (small catfish that are cooked whole), and Rex and Paul's inability to eat anything else after this leg of their journey.

A road in rural Maine is haunted by an eerie spirit.  Derek explores this haunting and gives you a chance to experience it first hand.

ESPECIAL JOHNNY COPELAND No quiero empezar este especial sin antes agradecer la ayuda de un buen aficionado al blues, Jesús Miranda Fernández ha confeccionado el noventa por ciento de este guión que podéis leer en la página web de la Taberna de Blues. El bueno de Johnny Copeland vió la luz por primera vez el 27 de Marzo de 1937 en Haynesville, Louisiana, aunque otros autores situan su nacimiento un año mas tarde en otra ciudad del estado, llamada Homer. Como otros muchos bluesmen de su generación, creció en el seno de una familia de granjeros en la que la pobreza y la necesidad, se hallaban instaladas de forma casi continua, como dos miembros más de la misma. Siendo todavía un niño de pecho, su padre les abandona y esto condiciona el traslado de la familia a la población de Magnolia, en el vecino estado de Arkansas, donde vivirán hasta que el pequeño Copeland cumple 12 años y se trasladan nuevamente, esta vez a Texas....

ESPECIAL JOHNNY COPELAND No quiero empezar este especial sin antes agradecer la ayuda de un buen aficionado al blues, Jesús Miranda Fernández ha confeccionado el noventa por ciento de este guión que podéis leer en la página web de la Taberna de Blues. El bueno de Johnny Copeland vió la luz por primera vez el 27 de Marzo de 1937 en Haynesville, Louisiana, aunque otros autores situan su nacimiento un año mas tarde en otra ciudad del estado, llamada Homer. Como otros muchos bluesmen de su generación, creció en el seno de una familia de granjeros en la que la pobreza y la necesidad, se hallaban instaladas de forma casi continua, como dos miembros más de la misma. Siendo todavía un niño de pecho, su padre les abandona y esto condiciona el traslado de la familia a la población de Magnolia, en el vecino estado de Arkansas, donde vivirán hasta que el pequeño Copeland cumple 12 años y se trasladan nuevamente, esta vez a Texas....

The post Now with More Haynesville! – OGTW003 appeared first on Oil and Gas This Week Podcast.

Gas Daily editor Jim Magill explains how the Haynesville Shale, once a hot property for natural gas drilling in the US, has fallen out of favor as producers turn their attention elsewhere. Liquids-rich and oil-rich plays are shifting rig counts out of the Haynesville, and gas prices will need to...

In this week's webisode, Planet Forward host Frank Sesno interviews Haynesville Director Gregory Kallenberg about his natural gas film and where gas fits in our energy future.