ARK-LA-TEX REGIONAL (REFRAC) UPDATE

Energy Advisors Group has released a Special Supplement ReFrac Report focused on horizontal wells in the Haynesville/Bossier formations as an addition to our Original Haynesville Report issued April 12, 2024 and our Original Haynesville ReFrac Report issued May 2024.

This Report evaluates the performance of 200 Haynesville/Bossier ReFrac/Recompletions which represent just 3% of all Haynesville/Bossier horizontal wells drilled. It concludes that ReFracs are coming in at 90% of original completion rates and 75% are estimated to have payback in <12 months.

This report provides 4 examples of ReFracs in the Haynesville area based on well configuration on a lease.

We also provide summary tables of ReFrac activity by Operator and by Field along with a Success Classification.

Finally, this Report includes a summary Case Study on Aethon's recent purchase of Tellurian's Haynesville assets and a Summary Case Study on Conoco's purchase of Marathon (which in large part is due to Marathon's ReFrac inventory in the Eagle Ford).

Energy Advisors Group has over 35 years of experience assisting clients navigate the marketplace to maximize their portfolios as advisors on both the sell and buy side. Energy Advisors also provides consulting services including asset management and optimization.

Key Takeaways:

1. Like New. “ReFracs are coming in at 90% of original production and the key to increasing EURs from the original rock.” 
2. Market Leader. "Aethon has done 87 ReFrac's (>40% of all ReFracs) with 70% coming in with paybacks in less than 12 months."
3. Room to Run! “Only 3% of Haynesville/Bossier wells have been ReFrac’d leaving material upside to legacy HZ PDP wells.”
4. Quick Payback at $2 Gas! "75% of all ReFracs are estimated to have payback in <12 months.”
5. Latest Best Tech. "The data shows current best practice for ReFracs is to perform these simultaneously while also protecting existing wells with ReCharge.”

#1---

Here is some Content, Contrast, Context from our Haynesville ReFrac Study

#2---

Here are 10 Quick Observations on Haynesville ReFracs

#3---

Here's an Introduction and Framework to the Study (including ReFrac style and Results by Operator)

#4---

Here's a Case Study (Aethon) Showing a 10X Increase

The 23-page report is available to the right.

Energy Advisors Group is working hard to expand our thought leadership and look forward to providing additional market insight for our clients through regional perspectives, M&A analysis and market monitor. 

Our firm has been serving the needs of buyers, sellers and capital providers for over thirty-five years.

TO LEARN MORE CONTACT:

Blake Dornak

Vice President

Phone: 713-600-0169

– Email: [email protected]

Brian Lidsky

Director

Phone: 713-600-0138

– Email: [email protected]

Ronyld W Wise

Founder & Managing Partner

-- Email [email protected]

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4265 San Felipe Ste 650

Houston TX 77027

Corporate Switchboard: 713-600-0123