Welcome & Opening Remarks: Haynesville Gras

As Appalachian supply remains stuck at under 36 Bcf/d behind a political blockade, U.S. and the world’s gas consumers are leaning hard on supply additions from the Haynesville, which now exceeds 16 Bcf/d, up from 6 Bcf/d just seven years ago. Welcome to DUG Haynesville 2023.

MODERATOR:

Nissa Darbonne, Executive Editor-at-Large, Hart Energy

Big Gas, Big LNG & Big Pipe: The Macro

How will the natural gas market react to 12 Bcf/d of additional LNG capacity? It’s unlikely new supply will be shut-in, waiting for this new demand, thus higher natgas prices could be ahead. And what are current and future regional curtailment issues around takeaway capacity? Will looping gathering lines due to high concentrated volumes be necessary? Here are the answers.

MODERATOR:

Nissa Darbonne, Executive Editor-at-Large, Hart Energy

SPEAKER:

Bernadette Johnson, General Manager, Power & Renewables, Enverus

The M&A

Deal-making was swift in 2021 as gas futures were rising. The bid/ask widened in 2022 as futures soared to nearly $10/MMBtu, tamping transactions. Here’s a look at the new price for Haynesville and other gas assets. And who’s in the data room? Are they in-basin players or new entrants?

MODERATOR:

Jay Young, President and CEO, King Operating Corporation

SPEAKER:

Adrian Goodisman, Partner, Energy Advisors Group 

The Money

Generalist and retail investors are returning to oil and gas as a “must have” piece of their portfolios. Get a look at trends in money flow into owning a share of Haynesville and other gas reserves. And what’s the latest on RBLs, PDP buyers and other money?

MODERATOR:

Jordan Blum, Editorial Director, Hart Energy

SPEAKER:

Jeet Benipal, Managing Director, Greenhill & Co..
Howard House, Managing Director, Greenhill &  Co.

Heard in the Field: Secret Recipes

Find more frac enhancements, production and reserves growth, cost savings, emissions reductions, spacing recipes, flowback methodology, ROI and other intel in these case studies. Plus, learn about geothermal uses for abandoned wells.

MODERATOR:

Jordan Blum, Editorial Director, Hart Energy

SPEAKERS:

Rob Klenner, Advanced Geothermal Technology Leader, Baker Hughes
Seth Moore, Executive Vice President & Chief Operating Officer, Catalyst Energy Services

Back to Gas: Chesapeake Energy

The longtime U.S. natgas producer is doubling down on gas again, focusing today on Appalachia and the Haynesville. Here’s its portfolio and its plans.

MODERATOR:

Deon Daugherty, Editor-in-Chief, Oil and Gas Investor

SPEAKER:

David Eudey, Vice President, Haynesville, Chesapeake Energy Corp.

The Texas Haynesville: Rockcliff Energy

Having management that’s worked East Texas formations for more than two decades, Rockcliff’s modern focus on the Haynesville continues to push efficiencies and the ROI higher while now producing 1% of US natural gas production.

MODERATOR:

Nissa Darbonne, Executive Editor-at-Large, Hart Energy

SPEAKER:

Alan Smith, President & CEO, Rockcliff Energy LLC

Gas Leverage: TG Natural Resources

Owned by international gas traders, TG Natural Resources’ Haynesville reserves and production represent even more value than the cash bounty they produce. The integrated model and other aspects of management are designed for a long-term business plan.

MODERATOR:

Jordan Blum, Editorial Director, Hart Energy

SPEAKER:

Craig Jarchow, President and Chief Executive Officer, TG Natural Resources LLC

Williams With the Big Pipe—And CCS

The pipe giant is building CCS alongside its newbuild takeaway. Learn more about this value-add to gas producers’ product.

MODERATOR:

Deon Daugherty, Editor-in-Chief, Oil and Gas Investor

SPEAKER:

Larry Larsen, Senior Vice President - Gathering and Processing, Williams Cos. Inc.

Early Wins in the Haynesville: Southwestern Energy

Having added Indigo and GeoSouthern to its portfolio, creating a Haynesville entry, in 2021, the Fayetteville founder and one of the largest Marcellus producers has nearly two decades of shale intel it’s rolling into the Louisiana rock.

MODERATOR:

Jordan Blum, Editorial Director, Hart Energy

SPEAKER:

Andy Huggins, Senior Vice President & Division Head, Southwestern Energy Co.

Sabine Oil & Gas Corp. - We Are Here for the Long-Term

Longtime East Texas operator Sabine Oil & Gas, having roots that began with a predecessor’s Cotton Valley, continues to expand the limits of its acreage’s productivity.

MODERATOR:

Nissa Darbonne, Executive Editor-at-Large, Hart Energy

SPEAKER:

Doug Krenek, President & CEO, Sabine Oil & Gas Corp.

Diversified Extends Beyond Appalachia 

Diversified added Haynesville and Cotton Valley to its portfolio in 2021 and Midcontinent too. Hear its results to date and its plans.

MODERATOR:

Pietro Donatello Pitts, International Managing Editor, Hart Energy

SPEAKER:

Brad Gray, Executive Vice President & COO, Diversified Energy Company

Meeting the Demand: Aethon Energy 

Aethon Energy discusses growing the value chain to Gulf Coast markets from the Haynesville, the growth opportunities in East Texas and meeting anticipated demand for LNG in the coming years. 

MODERATOR:

Darren Barbee, Senior Managing Editor, Oil and Gas Investor

SPEAKER:

Gordon Huddleston, President and Partner, Aethon Energy 

Emissions Reductions: Green With RSG

Get a look into operators' achievements in RSG certification. And how’d they do it? Here’s insight into their carbon-reduction techniques and new technologies.

MODERATOR:

Deon Daugherty, Editor-in-Chief, Oil and Gas Investor

SPEAKERS:

Steve Wilson, Market Development Advisor, Project Canary
Lara Owens, Director, Science & Technology, MiQ
Corey Jordan, Senior Sustainability Advisor, Equitable Origin

Methane Credentials: How LNG Buyers are Pushing U.S. Gas Operators to Manage Emissions

Understand players, protocols, and questions in voluntary certification and quantification markets from the wellhead to global end users.

MODERATOR:

Pietro Donatello Pitts, International Managing Editor, Hart Energy

SPEAKER:

Amber McCullagh, Senior Advisor, Validere