Next week at this time we’ll be waking up to the results of the U.S. election—maybe. While we’ll eventually know who ends up working from the Oval Office for the next four years, there’s a lot more to this election that will affect oil and gas, particular natural gas plays like the Haynesville Shale. 

Several congressional races are sure to impact the oil and gas industry one way or another. Add to those, the Texas Railroad Commission election, an important ballot initiative—Constitutional Amendment 2—in Louisiana and we have the makings of a possible turning point in the future direction of the U.S. shale industry.

“Constitutional Amendment 2 essentially asks voters to put fairness and predictability into the constitution for Louisiana’s oil and gas wells,” says Kati Hyer, vice president of communication for the Louisiana Oil & Gas Association. Hyer is one of several speakers take a look at the outlook and opportunities of the Haynesville. 

Today, beginning at 9 a.m. CDT, Hart Energy’s DUG Haynesville Virtual Conference is available on-demand. Your complimentary access is available by registering at https://bit.ly/37BMsVM.

Also, on the agenda, will be the energy transition, which is increasingly on the minds of shale executives. For those operating the Haynesville, the geopolitical atmosphere, regulatory environment, natural gas market dynamics and export capabilities will determine the path forward for their businesses and perhaps the prospects for U.S. energy independence. 

John Jacobi, co-founder of Covey Park, sits down for a fire-side chat with Hart Energy’s Emily Patsy. They discuss a myriad of subject but Jacobi said natural gas and oil will certainly still be in the mix as the energy transitions. “I think with the economic, environmental pressures put on us … I think you’re going to see an economic move to a gassy state,” Jacobi says. 

Goodrich Petroleum President Rob Turnham leads a parade of operators who discuss their businesses and results. Turnham and Goodrich—a legacy producer in the Haynesville—remain bullish on the play, especially now. The Hayneville, he says, “has only gotten better with improving gas prices.”

Other operators on hand include: Craig Jarchow, Castleton Resources; Doug Krenek, Sabine Oil & Gas; Paul Sander, Aethon Energy; Manish Raj, Velandera Energy Partners; Phil Martin, New Century Exploration; and Alan Smith, Rockcliff Energy.

While mergers steal the headlines, Derek Detring, president of A&D advisory firm Detring Energy Advisors, discusses the lay of the land when it comes to asset deals in the Haynesville. “While the market may not be valuing much certainly the intrinsic value is there,” he says.  

From an analyst’s point of view, Welles Fitzpatrick, managing director of E&P research at Truist Securities, discusses the natural gas cycle as we head into 2021. “We expect draws from storage through the end of 2021 will be historic,” he says. Fitzpatrick also discusses what prices we can expect for natural gas going forward.

Meanwhile, Jim Diemer, regional vice president of midstream commercial development at Sempra LNG, talks LNG opportunities for Haynesville producers. 

The conference also features a discussion of technological advancements with Baker Hughes Co.’s Dr. Ghazal Izadi, who serves as global discipline lead of unconventionals and geothermal reservoir technical services, and Bill Anthony, president of wireline services GR Energy Services. 

All sessions can be streamed on-demand.

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