Tellurian Operating, Inc - GoHaynesvilleShale.com2024-03-29T09:09:31Zhttps://gohaynesvilleshale.com/forum/topics/tellurian-operating-inc?commentId=2117179%3AComment%3A3666036&feed=yes&xn_auth=noNow the company is saying 202…tag:gohaynesvilleshale.com,2018-09-18:2117179:Comment:37490192018-09-18T16:23:16.688ZSkip Peel - Mineral Consultanthttps://gohaynesvilleshale.com/profile/ilandman
<p>Now the company is saying 2023. In the latest quote I have read, the company is claiming $3/Btu delivered at the plant. We'll see if they stick with that but it still ignores the potential for fair market NG prices to be higher Than $3 in 2023.</p>
<p><em>“There are a lot of LNG terminals out there, Sabine Pass being one of them,” Howie said. “But the integrated model is a little unique. We think that it is going to drive a lower-cost option for our investor customers and our goal is to…</em></p>
<p>Now the company is saying 2023. In the latest quote I have read, the company is claiming $3/Btu delivered at the plant. We'll see if they stick with that but it still ignores the potential for fair market NG prices to be higher Than $3 in 2023.</p>
<p><em>“There are a lot of LNG terminals out there, Sabine Pass being one of them,” Howie said. “But the integrated model is a little unique. We think that it is going to drive a lower-cost option for our investor customers and our goal is to deliver this LNG on the beach at $3/Btu.”</em></p>
<p>John Howie, president of <a href="https://bit.ly/2QoX3bP">Tellurian Production LLC</a></p>
<p></p> Yes, future developement. Dri…tag:gohaynesvilleshale.com,2018-09-17:2117179:Comment:37486292018-09-17T18:58:29.627ZMJChttps://gohaynesvilleshale.com/profile/MichaelCarter
<p><span>Yes, future developement. Driftwood LNG not set to go operational until sometime in 2022. </span></p>
<p><span>Yes, future developement. Driftwood LNG not set to go operational until sometime in 2022. </span></p> Then that would be the sixth…tag:gohaynesvilleshale.com,2018-09-12:2117179:Comment:37466782018-09-12T13:56:37.267ZSkip Peel - Mineral Consultanthttps://gohaynesvilleshale.com/profile/ilandman
<p>Then that would be the sixth application for alternate unit wells since February. There are five additional in Red River-Bull Bayou and Chemard Lake fields. It makes little sense for Tellurian to begin an aggressive drilling program since they are not in a position to utilize the natural gas produced. They do need to maintain some minimal cash flow to cover field operations and might need to drill a new well in any section where the original unit well is nearing depletion. Tellurian does…</p>
<p>Then that would be the sixth application for alternate unit wells since February. There are five additional in Red River-Bull Bayou and Chemard Lake fields. It makes little sense for Tellurian to begin an aggressive drilling program since they are not in a position to utilize the natural gas produced. They do need to maintain some minimal cash flow to cover field operations and might need to drill a new well in any section where the original unit well is nearing depletion. Tellurian does have one well permit but no drilling rig deployed. That initial permit is for a year so it doesn't expire until February 2019. I think this is all set up for future development and does not signal any intention to start drilling any time soon.</p>
<p></p> Bracky Branch Field, Red Rive…tag:gohaynesvilleshale.com,2018-09-12:2117179:Comment:37465022018-09-12T05:25:45.086ZMJChttps://gohaynesvilleshale.com/profile/MichaelCarter
<p>Bracky Branch Field, Red River Parish</p>
<p>Bracky Branch Field, Red River Parish</p> What field? Tellurian has bee…tag:gohaynesvilleshale.com,2018-09-11:2117179:Comment:37461492018-09-11T18:44:39.491ZSkip Peel - Mineral Consultanthttps://gohaynesvilleshale.com/profile/ilandman
What field? Tellurian has been using the $2.25/mcf cost figure for over a year now and I have not seen any energy reporter challenge the statement. Of course, when the time comes to pay out royalty on new wells, their lessors will be looking closely at the price per mcf they are paid on. If it is not a defensible fair market price prior to post production deductions, I expect there will be litigation on the matter. Until then Tellurian will continue to promote their concept as the low cost…
What field? Tellurian has been using the $2.25/mcf cost figure for over a year now and I have not seen any energy reporter challenge the statement. Of course, when the time comes to pay out royalty on new wells, their lessors will be looking closely at the price per mcf they are paid on. If it is not a defensible fair market price prior to post production deductions, I expect there will be litigation on the matter. Until then Tellurian will continue to promote their concept as the low cost leader in LNG export.<br />
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If Tellurian deducts say 50 to 75 cents per mcf for treating and transportation, the net price per mcf on a royalty statement will be in the $1.50 to $1.75 range and it will make many Tellurian lessors unhappy. I cannot edit my posts......tag:gohaynesvilleshale.com,2018-09-11:2117179:Comment:37461942018-09-11T18:34:14.756ZMJChttps://gohaynesvilleshale.com/profile/MichaelCarter
I cannot edit my posts......
I cannot edit my posts...... Here it is. I did not remove…tag:gohaynesvilleshale.com,2018-09-11:2117179:Comment:37462872018-09-11T18:32:48.790ZMJChttps://gohaynesvilleshale.com/profile/MichaelCarter
Here it is. I did not remove the posting the other forum.<br />
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They are proposing 4 new cross-unit wells in Red River Parish, LA. Drilling in north side of section 25-14-10 and ending in south side of section 36-14-10. They are into exporting LNG and plan to use their recently acquired assets in the Haynesville Shale to feed liquification plant(s). I just read a 2017 article that stated their estimated cost for producing gas in these areas would be under the Henry Hub price.<br />
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Article states “We…
Here it is. I did not remove the posting the other forum.<br />
<br />
They are proposing 4 new cross-unit wells in Red River Parish, LA. Drilling in north side of section 25-14-10 and ending in south side of section 36-14-10. They are into exporting LNG and plan to use their recently acquired assets in the Haynesville Shale to feed liquification plant(s). I just read a 2017 article that stated their estimated cost for producing gas in these areas would be under the Henry Hub price.<br />
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Article states “We expect our full-cycle cost of production and transport to markets will be approximately $2.25/MMBtu, which represents a significant savings to natural gas we will purchase at Henry Hub and other regional liquidity points,” Gentle said.<br />
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<a href="http://www.naturalgasintel.com/articles/111689-tellurians-new-haynesville-assets-bringing-supply-closer-to-lng-export-project" target="_blank">http://www.naturalgasintel.com/articles/111689-tellurians-new-haynesville-assets-bringing-supply-closer-to-lng-export-project</a><br />
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I know this has been asked already but....Will combining the two sections cut the royalties in half? In theory the longer wells should produce twice what the (1) single well in that section did/does. What price are the Haynesville Tellurian royalties based on? Henry Hub? Wellhead? Something else?<br />
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Thanks, MJC I read the occasional email w…tag:gohaynesvilleshale.com,2018-09-11:2117179:Comment:37461912018-09-11T18:31:52.348ZSkip Peel - Mineral Consultanthttps://gohaynesvilleshale.com/profile/ilandman
<p>I read the occasional email where Shale Forum aggregates discussions from all of Keith's websites but no, it is not the place to start a new discussion. Go here, <a href="https://gohaynesvilleshale.com/" target="_blank">https://gohaynesvilleshale.com/</a></p>
<p></p>
<p>I read the occasional email where Shale Forum aggregates discussions from all of Keith's websites but no, it is not the place to start a new discussion. Go here, <a href="https://gohaynesvilleshale.com/" target="_blank">https://gohaynesvilleshale.com/</a></p>
<p></p> I posted it here. Isn't this…tag:gohaynesvilleshale.com,2018-09-11:2117179:Comment:37462832018-09-11T18:29:20.703ZMJChttps://gohaynesvilleshale.com/profile/MichaelCarter
I posted it here. Isn't this the new Haynesville Shale forum?<br />
<a href="https://shaleforum.com/shaleforum/group_discuss/64552/tellurian-operating-red-river-parish" target="_blank">https://shaleforum.com/shaleforum/group_discuss/64552/tellurian-operating-red-river-parish</a>
I posted it here. Isn't this the new Haynesville Shale forum?<br />
<a href="https://shaleforum.com/shaleforum/group_discuss/64552/tellurian-operating-red-river-parish" target="_blank">https://shaleforum.com/shaleforum/group_discuss/64552/tellurian-operating-red-river-parish</a> Must have posted it in the wr…tag:gohaynesvilleshale.com,2018-09-11:2117179:Comment:37461442018-09-11T18:23:59.007ZMJChttps://gohaynesvilleshale.com/profile/MichaelCarter
Must have posted it in the wrong forum. I'll start a new topic here. Thanks
Must have posted it in the wrong forum. I'll start a new topic here. Thanks