OGI August 2020

Oil and Gas Investor Magazine - August 2020

Kicked out of the club in 2012, the Haynesville was resurrected beginning in 2017 to take on the mighty Marcellus in metrics, aided by a proximity-to-market kicker. Oil and Gas Investor's cover story explores how it’s taking on oil basins at the IRR weigh-in.

Also in this issue:

  • Unfazed by challenging market conditions, Appalachia-focused Diversified Gas & Oil Plc is actively pursuing A&D following recent successful fund raises. With a model focused on amassing mature production and little to no drilling, is it the perfect vehicle to weather a perfect storm?
  • Dismayed E&Ps are feeling the pinch as their banks shrink RBL credit lines. What are the remedies, and what about this fall?
  • With historic drops in oil price, mass layoffs and the likelihood of prolonged recovery, some wonder how the industry will regroup as demand recovers.
  • Despite ongoing headwinds facing the battered oil and gas industry, reducing emissions remains a goal.

Cover Story

Haynesville 2020

Kicked out of the club in 2012, the Haynesville was resurrected beginning in 2017 to take on the mighty Marcellus in metrics, aided by a proximity-to-market kicker. Now, it’s taking on oil basins at the IRR weigh-in.

Feature

Close to the Edge: Enabling Remote Connectivity Across US Shale Patch

Remote connectivity provides the foundation for digital innovation in oil and gas, and Infrastructure Networks offers a unified wireless service to help enable it.

Colorado Regulations: Navigating the Battleground State

The implementation of SB 181—Colorado’s controversial new oil and gas law—poses significant challenges for the state’s oil and gas industry. But savvy operators will continue to adapt to the regulatory landscape, as they have done successfully in the past.

Diversified Gas & Oil Executive Q&A: Rockin' While Others Roll

Unfazed by challenging market conditions, Appalachia-focused Diversified Gas & Oil is actively pursuing A&D following recent successful fund raises. With a model focused on amassing mature production and little to no drilling, is it the perfect vehicle to weather a perfect storm?

E&P Bankruptcies Move in ‘Very Hairy’ Direction

Court rulings over disputes with midstream operators are no longer easy to predict.

E&P Commercial Lending: Shrink to Fit

Dismayed E&Ps are feeling the pinch as their banks shrink RBL credit lines. What are the remedies, and what about this fall?

Flaring Solutions: Staying Focused

Despite ongoing headwinds facing the battered oil and gas industry, reducing emissions remains a goal.

Oil Industry Workforce Challenges: Strategic Withdrawal

With historic drops in oil price, mass layoffs and the likelihood of prolonged recovery, some wonder how the industry will regroup as demand recovers.

Waterborne Crude: Setting a New Benchmark

The Harold Hamm-led American Gulfcoast Select is the first new crude benchmark since 2010, designed to more accurately price U.S. liquids being exported by tanker. Will it provide the value uplift as hoped?

A&D Trends

A&D Trends: Oil and Gas Dealdrums

The remainder of the year’s deals will likely involve gas assets (while prices are good) and could come to include the low cost supply areas in the Texas and Louisiana Haynesville. Barring a miraculous rally, oil looks likely to remain the New Coke of commodities.

From the Editor-in-Chief

From Oil and Gas Investor Editor-in-Chief: A Bounty Awaits the Strong

Although Pickering Energy Partners’ Dan Pickering believes the industry is in for a couple of tough years ahead, he also believes the survivors are due for a bounty: Assets will be available for prices not seen in 30 years.