Note:  The presentation is March 17 at the Petroleum Club in Shreveport.  I will put a link below the article for those who may wish to sign up.

Declining Haynesville Region and the New Western Haynesville Play

Presented by: William D. DeMis & Kevin B. Hill

Abstract

Natural gas will be short in supply in the Gulf Coast in four years. An accounting of the additions into, and subtractions out of, the US Gulf Coast shows there will be a shortfall of 11.5 BCFG/day by 2029. This shortfall will force prices up.

Gas pipelines will bring 7 BCFG per day of Permian gas into the Gulf Coast by 2029. LNG exports out of the Gulf Coast will increase by another 11 BCFG per day. Large data centers might add 1 BCFG per day in demand.  Planned additions of liquified natural gas exports out of the Gulf Coast are 13 BCFG/day. In addition, the Haynesville Region might decline another 6 BCFG per day.

Haynesville Region dominates Gulf Coast gas supply. The entire Haynesville Region is in decline, as shown by IEA data. Gas production for the Haynesville Region has slid below 15 BCFG/day and continues to decline. Haynesville field proper (the area over the Sabine uplift) has declined by 1 BCFG/day since 2023. The field might have reached its “geologic limit.”

The Barnette and Fayetteville shale plays provide useful analogues in predicting the coming decline in Haynesville Region. Shale gas plays decline very quickly once plays reach their “geologic limit.” Using the Barnette and Fayetteville plays as analogues, the Haynesville Region might decline by another 6 BCFG/day by 2028.

All the leases in Haynesville field are held by production. Several major operators of the Haynesville field have said they will be reluctant to stand up rigs until the prices are above $3.50. So, either by “geologic limit” or by operator discretion, there will be less Haynesville gas to depress prices going forward. Operators will now make preserving shareholders’ value a priority. They have no incentive to “drill baby drill” (over-drilling in Haynesville field drove down natural gas prices in 2023).

The western Haynesville field is an ultra-deep play with horizontal wells landing at 17,000 to 19,000’ TVD. Western Haynesville wells have impressive Initial Potentials of 30 to 40 MMCFG per day. Estimated Ultimate Recoveries are circa 32 BCFG per well. Wells that have been producing for 20 months have produced 12 BCFG and are still producing 13 MMCFG per day. This rate is 2.5 times the rate of a “classic” Haynesville field well at 20 months! Natural gas production from the Western Haynesville play might reach 1.5 BCFG/day by 2030.

Seismic shows the Western Haynesville wells are drilled in Haynesville-Bossier strata that dips steeply into the East Texas basin. The strata are cut by normal faults. Some syn-depositional growth can be seen on seismic along the play. The sweet spots of the play seem to be basin-ward of the Cotton Valley shelf edge, down-dip of areas where siliciclastic input is possible. Slope and basin-floor thin (<1 foot) turbidite sands might be contributing to the excellent flow rates and shallower declines in Western Haynesville field vs Haynesville field.

The play is currently very narrow in map view. However, Expand Energy wildcat outpost in Houston County suggests the play might be broad. The Bobby Yancey has an 8,000’ lateral at 17.300’ TVD. The well is rumored to have an Initial Potential 50 MMCFG per day.

It is unlikely the Western Haynesville play will replace the coming shortfall in natural gas volumes, but doubtless more discoveries will be made in the Western Haynesville trend.

https://sgs1.org/events/2026-03-17-monthly-meeting?utm_source=Maili...