Streaming On-Demand: Expand Shifts to Just-in-Time NatGas TILs
Expand Energy’s just-in-time TIL model—turning new wells inline into sales—could shorten receipt of returns by up to two years.
March 6, 2025
Paradoxes and Power: Why DeepSeek AI May Be Good News for Energy
The lower cost and power demand of DeepSeek could be a positive for AI adoption and result in increased proliferation and demand, an analyst said.
March 5, 2025
Expand’s Dell’Osso: US LNG Facilities May Fall Below Capacity in ‘26
CEO Nick Dell’Osso said Expand Energy wants to time drilling and completion spending and grow gas output to meet a flush LNG market.
March 4, 2025
Haynesville Shale’s Got the Gas but Pipeline Disputes Stall Egress
Gas producers such as Chevron Corp. and Expand Energy have seen a host of problems—predominantly due to legal challenges lead by Energy Transfer.
March 3, 2025
Judgment Call: Ranking the Haynesville Shale’s Top E&P Producers
Companies such as Comstock Resources and Expand Energy topped rankings, based on the greatest productivity per lateral foot and other metrics— and depending on who did the scoring.
March 3, 2025
Operators Look to the Haynesville on Forecasts for Another 30 Bcf/d in NatGas Demand
Futures are up, but extra Haynesville Bcfs are being kept in the ground for now, while operators wait to see the Henry Hub prices. A more than $3.50 strip is required, and as much as $5 is preferred.
March 1, 2025
EOG Resources to Begin Persian Gulf Wildcatting Onshore Bahrain
Multi-decade U.S. shale producer EOG Resources said it is confident the tight-gas resource is there and first gas will come online beginning in 2026.
February 28, 2025
Queen’s Chess: Changing the Rules
There’s a popular response to the inexplicable: “I don’t know. I don’t make the rules.” But what is known with certainty, as shown throughout history, is that we can change them.
February 28, 2025
Coterra to Rig Back up in Marcellus to Arrest Decline
“This increase in activity is from zero to ‘some’ activity. I wouldn't characterize this as ‘leaning into’ a gas market,” Shane Young, Coterra Energy’s CFO, told investors.
February 26, 2025
Coterra’s Rigs ‘Stay Camped Out’ in Delaware Basin Mega-DSU Drilling
With 57 wells already in one “row” development, Coterra Energy has 16 more underway, plus rigs at work on two more mega-DSU developments totaling 90 wells.
February 25, 2025