Another Summer NAPE Expo come and gone. Good times, good news, good people. Lots of shale prospects in every other booth. Traffic seemed a little slower and less over-heated than at the previous NAPE. But several people said it seemed the prospects being shown were better and the resulting talk more serious about real deal-making. Heard that at least $2 billion in fresh capital is being raised, to close by the fall, in two new private equity funds. Heard a long-time Pennsylvania oilman complain that the new shale players have "ruined it" for traditional shallow-gas leasing--for drilling the typical well to 3,000 feet in the Upper Devonian Bradford or Elk sands, that might only flow 200,000 cubic feet a day. Why would any landowner lease for $50 an acre when he hears about shale players now offering $2,000, or $20,000? "The old beat-up Appalachian Basin has changed. When was the last time anyone drilled a real oil or gas well there?" --Leslie Haines, Editor-in-chief, Oil and Gas Investor, lhaines@hartenergy.com
Recommended Reading
Analyst: Is Jerry Jones Making a Run to Take Comstock Private?
2024-09-20 - After buying more than 13.4 million Comstock shares in August, analysts wonder if Dallas Cowboys owner Jerry Jones might split the tackles and run downhill toward a go-private buyout of the Haynesville Shale gas producer.
BP Profit Falls On Weak Oil Prices, May Slow Share Buybacks
2024-10-30 - Despite a drop in profit due to weak oil prices, BP reported strong results from its U.S. shale segment and new momentum in the Gulf of Mexico.
SM Energy Adds Petroleum Engineer Ashwin Venkatraman to Board
2024-12-04 - SM Energy Co. has appointed Ashwin Venkatraman to its board of directors as an independent director and member of the audit committee.
Utica Oil E&P Infinity Natural Resources Latest to File for IPO
2024-10-05 - Utica Shale E&P Infinity Natural Resources has not yet set a price or disclosed the number of shares it intends to offer.