Oil and Gas Investor Magazine - March 2025
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In this issue of Oil and Gas Investor, Executive Editor-at-Large Nissa Darbonne keeps us up to date with an in-depth analysis of the Haynesville Shale. Also in this issue, Editorial Director Jordan Blum speaks Dan Brouillette, former energy secretary, about the regulatory changes on the horizon for oil and gas; Editor-in-Chief Deon Daugherty speaks with Rockcliff Energy III Executive Chairman Alan Smith and CEO Sheldon Burleson about Rockcliff's Texas-sized ambition; Senior Editor of Shale/A&D Chris Mathews explores hydrocarbon resources "West of the Wall" in the U.S. Rockies; and Senior Editor of Gas and Midstream Sandy Segrist explores what's at stake in the energy industry in the shadow of frequently changing tarriff futures.
Features
Keeping Up with the Haynesville
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. As much as $5 is preferred.
The Wall
Gas demand is rising in the western U.S., and Uinta and Green River producers have ample supply and takeaway capacity.
The Evolving Federal State of Energy
What happens when the Trump wrecking ball swings into the bureaucratic web of everything that touches oil and gas?
Lone Star State of Mind
Rockcliff Energy III Executive Chairman Alan Smith and CEO Sheldon Burleson have their Quantum Capital-backed company’s Texas-sized ambition focused on the western Haynesville and the Eagle Ford.
Trade War! Or Maybe Not
An energy industry that prefers stability attempts to adjust to the Great Disruptor taking over the White House.
DUCs Fly the Coop
The Midland Basin depleted its inventory of excess DUCs the most last year, falling from two months of runway to one.
Cover Story
Lone Star State of Mind: Rockcliff Energy III Sets Sights on Texas Shale Assets
Rockcliff Energy III Executive Chairman Alan Smith and CEO Sheldon Burleson have their Quantum Capital-backed company’s Texas-sized ambition focused on the western Haynesville and the Eagle Ford.
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.
Commentary
Hirs: America Confronts Sovereign Risk with Recession on the Horizon
The risk to U.S. oil and gas production comes from within, and a recession looms on the horizon.
Global Energy
Paisie: Impact of Tariffs, Sanctions and ‘Drill, Baby, Drill’
The U.S. has the advantage with tariffs on Canada, but sanctions and pleas for increased oil supply are unlikely to be effective.
The Evolving Federal State of Energy Under Trump 2.0
What happens when the Trump wrecking ball swings into the bureaucratic web of everything that touches oil and gas?
Trade War! Or Maybe Not
An energy industry that prefers stability gets hit with whiplash as it attempts to adjust to the Great Disruptor taking over the White House.
Midstream
East Daley: Midstream Investors Drawn to Southeast as Demand Heats Up
Competition for gas supply will heat up as demand from data centers and new LNG projects jockey for a spot on takeaway lines.
Segrist: Permit Reform Rumbles as US Seeks to ‘Unleash American Energy’
The White House has called for changes to a heavily criticized system, but new rules require a lot more work.
Regional Report
Belcher: Texas Considers Funding for Abandoned Wells, Emissions Reduction
With uncertainly surrounding federal aid as the Trump administration attempts cost cutting measures, the state is exploring its own incentive system to plug wells and reduce emissions.
In Colorado, the Regulatory Noose Tightens for E&Ps
More stringent rules on everything from drilling and orphan wells to emissions is raising the cost of fossil fuel production in the state.
Technology
Energy Technology Startups Save Methane to Save Money
Startups are finding ways to curb methane emissions while increasing efficiency—and profits.
How DeepSeek Made Jevons Trend Again
As tech and energy investors began scrambling to revise stock valuations after the news broke, Microsoft Corp.’s CEO called it before markets open: “Jevons paradox strikes again!”
Trends & Analysis
Kissler: Is it Time to Worry About Crude Prices?
Oil trends will hinge on China’s economy, plans to refill the SPR and how tariff threats play out.