Why Isn’t U.S. Shale Production Soaring? Best Summary I have seen, Pre Ukraine Invasion - GoEagleFordShale.com2024-03-28T15:36:33Zhttps://goeaglefordshale.com/forum/topics/why-isn-t-u-s-shale-production-soaring-best-summary-i-have-seen?commentId=6447762%3AComment%3A165718&x=1&feed=yes&xn_auth=noAggie,
When I place my cursor…tag:goeaglefordshale.com,2022-03-16:6447762:Comment:1657182022-03-16T18:44:39.896ZJames C. Maxwellhttps://goeaglefordshale.com/profile/JamesCMaxwell
<p>Aggie,</p>
<p>When I place my cursor on the <span style="text-decoration: underline;">producing</span> wells in that area on the TXRRC website map, I see the following operators:</p>
<p>EOG, Matador, 1776 Energy Operators, Recoil, and a little south of there, Magnolia (including AC).</p>
<p></p>
<p>Knowing if the drilling pad is in Wilson or Karnes might help ID the actual site and operator..</p>
<p>Aggie,</p>
<p>When I place my cursor on the <span style="text-decoration: underline;">producing</span> wells in that area on the TXRRC website map, I see the following operators:</p>
<p>EOG, Matador, 1776 Energy Operators, Recoil, and a little south of there, Magnolia (including AC).</p>
<p></p>
<p>Knowing if the drilling pad is in Wilson or Karnes might help ID the actual site and operator..</p> My Family has some holdings t…tag:goeaglefordshale.com,2022-03-16:6447762:Comment:1654882022-03-16T14:32:57.049ZAggie '75https://goeaglefordshale.com/profile/DonMzyk
<p>My Family has some holdings that bridge the W - K Lines between Falls City and where the SA river crosses.</p>
<p>They report a rig work in that area right now, no id signs were up at the property gate ( RCC violation?) </p>
<p>Any idea who that is?</p>
<p>My Family has some holdings that bridge the W - K Lines between Falls City and where the SA river crosses.</p>
<p>They report a rig work in that area right now, no id signs were up at the property gate ( RCC violation?) </p>
<p>Any idea who that is?</p> Thank you, Aggie. Excellent…tag:goeaglefordshale.com,2022-03-15:6447762:Comment:1654842022-03-15T15:14:12.932ZJames C. Maxwellhttps://goeaglefordshale.com/profile/JamesCMaxwell
<p>Thank you, Aggie. Excellent article by Irina Slav. I've been following the recent statements by Sheffield of Pioneer, Muncrief, EOG, et al., about cash return to shareholders. </p>
<p>I guess it's the usual combination of fear and greed. At some point in pricing (and with some stability in pricing), greed and FOMO will take over again. Plus ça change, plus c'est la même chose.</p>
<p>One of Irina's points was that E&P companies' inventories of drilling sites in prolific areas are now…</p>
<p>Thank you, Aggie. Excellent article by Irina Slav. I've been following the recent statements by Sheffield of Pioneer, Muncrief, EOG, et al., about cash return to shareholders. </p>
<p>I guess it's the usual combination of fear and greed. At some point in pricing (and with some stability in pricing), greed and FOMO will take over again. Plus ça change, plus c'est la même chose.</p>
<p>One of Irina's points was that E&P companies' inventories of drilling sites in prolific areas are now far less. However, I have seen some (what are in my seat-of-the-pants estimates) pretty good wells drilled in what was formerly regarded as a pretty poor area, near my own acreage. I speak of some of the wells having been drilled by Recoil Resources in the updip area of Wilson County, NW of the Wilson-Karnes county line. And, further SE into Karnes, where the rock is admittedly better, lots of activity by Validus Aquilas NRG, et al.</p>
<p>We can always hope for EF shale to contribute to supply growth. It is embarrassing to think that the US would go, hat in hand, to the likes of Venezuela, Iran, and Saudi Arabia.</p>
<p></p>