"As with oil and gas, the whole issue here is the price of lithium carbonate.
Today it is in the $5 per pound or $11,020 per tonne (the metric unit that is most used as to pricing this product).
Today's prices are basically the "record…"
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Rock Man's Discussions
Expected Increase in Offers to Purchase Minerals - Know your Property!!!
22 Replies
The combination of reduced new drilling plus lower O&G prices will be leading to a continued decline in monthly royalty payments. In unconventional O&G plays (I.e. Shale Plays like the Eagle…Continue
Tags: assets, evalaution, minerals
Started this discussion. Last reply by Skip Peel - Mineral Consultant Mar 18, 2020.
Latest USGS TMS O&G Resource Assessment
4 Replies
Attached report is the August 2018 resources assessment done by the USGS.Basically no surprise - there are a lot of hydrocarbons in this section. The details of the updip and downdip boundaries of…Continue
Started this discussion. Last reply by Rock Man Sep 11, 2018.
Frac Sand Provider Purchases Two Mines in Louisiana
8 Replies
Article today about Shale Support purchasing two frac sand mines - one near Kinder and the other in "Central Louisiana" (this location info on their website)..As noted below, they are looking for…Continue
Tags: Austin, Chalk, kinder, louisiana, frac
Started this discussion. Last reply by Rock Man Jun 26, 2018.
SWN Shopping Lower Smackover Brown Dense Position at Winter NAPE
9 Replies
See attached - despite some decent EUR projections, SWN has decided that this is not the play for them to be making right now.Also marketing positions in Colorado Sand Wash basin, Utah Paradox Basin…Continue
Started this discussion. Last reply by Skip Peel - Mineral Consultant Nov 23, 2018.
Rock Man's Page
Latest Activity
Rock Man replied to Skip Peel - Mineral Consultant's discussion Arkansas Smackover Lithium Play"The lack of transparency is frustrating but not unexpected.
Laying out all the facts may scare away everyone from supporting lithium extraction.
Biggest issues (and there are many) in my opinion would be tied to the amount of produced water needed…"
Rock Man replied to Skip Peel - Mineral Consultant's discussion Arkansas Smackover Lithium Play"Thanks Skip
Some more math based on the Reynolds unit size and production expectations
49,604,018 pounds of lithium carbonate @ $5 per pound
or $248,020,088 total annual value (pre-tax and any other deductions)
2.5% royalty = $6,200,502 annual…"
Rock Man replied to Skip Peel - Mineral Consultant's discussion Arkansas Smackover Lithium Play"Doing some math here with the 2.5% royalty for lithium extraction.
The latest price for lithium carbonate (the DLE by product) is roughly $5.00 per pound.
This is a highly variable price with a lot of fluctuations on a daily basis.
First related…"
Rock Man replied to Quattro's discussion 1st Month for Expand reporting"Issue here may be tied to SWN and CHK having separate gas contracts and each company taking their share of gas "in kind" instead of letting the operator sell / market the gas for the non op WI owners.
Question moving ahead should be…"
Rock Man replied to Skip Peel - Mineral Consultant's discussion Arkansas Smackover Lithium Play"Interesting post - and something that many (including you) have been concerned about over the past year. Sodium is not a "short supply" mineral.
It will be interesting to see how the whole lithium effort responds to this new development."
Rock Man replied to Skip Peel - Mineral Consultant's discussion Texas Smackover Lithium Play"Agree that other formations would be a plus - but only if there were good content. Prior to the lithium boom, there were thousands of formations with water analyses - the USGS database is from this pre-lithium period.
Since lithium started to the…"
Rock Man replied to Skip Peel - Mineral Consultant's discussion Texas Smackover Lithium Play"Focus is on the Smackover in the ArkLaTex due to actual water analyses and measurements of associated minerals like lithium.
The USGS has tens of thousands analyses covering various formations / wells across the Lower 48.
Most do not have any…"
Rock Man replied to Skip Peel - Mineral Consultant's discussion Texas Smackover Lithium Play"Just checked Tx RRC site - some very high H2S concentrations in Franklin Co Smackover fields. These concentrations will carry over to the water from this reservoir."
Rock Man replied to Skip Peel - Mineral Consultant's discussion Texas Smackover Lithium Play"That would make sense - I just hope that those being approached are getting some good legal advice before signing leases"
Rock Man replied to Skip Peel - Mineral Consultant's discussion Texas Smackover Lithium Play"Re: Frankling Co leasing
With respect to this topic, see the attached PDF that shows active Smackover producing wells in Franklin County. All in the southern part of the county (ties to post @ Geoframe leasing in this area).
One would think that…"
Rock Man replied to Skip Peel - Mineral Consultant's discussion Texas Smackover Lithium Play"Zero leases filed in Franklin Co as per ENVERUS site.
One would think that all subsurface leases for O&G or anything else would need to be filed.
And how can leasing be done if there is a still a question as to the clear-cut ownership of…"
Rock Man replied to Skip Peel - Mineral Consultant's discussion Texas Smackover Lithium Play"Interesting news - pushing the lithium trend to the west.
Good news for mineral owners in Titus, Morris and Hopkins Counties.
The high lithium content is great to see - now the question is how pervasive the "good" Smackover lithium area…"
Rock Man replied to Skip Peel - Mineral Consultant's discussion Industry pushes back on Drill, Baby, Drill - Consumers will be disappointed with energy price promises"Interesting and impressive press release as to these numbers.
I wonder how much of this production (both O&G) is tied to high decline, "shale" reservoirs?
And how much new drilling is needed to make up for the steep declines associated…"
Rock Man replied to Skip Peel - Mineral Consultant's discussion Industry pushes back on Drill, Baby, Drill - Consumers will be disappointed with energy price promises"thx"
Rock Man replied to Skip Peel - Mineral Consultant's discussion Industry pushes back on Drill, Baby, Drill - Consumers will be disappointed with energy price promises"I am assuming that 3'5 = 3.5? If so, around 10 BCF of gas per day
How would this impact the present Tx / Ok / La gas prices with this additional volume?"
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Comment Wall (15 comments)
- At 14:43 on August 18, 2023, James Matlock said…
Thanks for connecting. Stay safe out there.
- At 7:02 on July 9, 2019,
Randy Rachal said… Any news about COP Erwin well in West Feliciana Parish
- At 11:47 on June 28, 2019, Skip Peel - Mineral Consultant said…
FYI. Dion is the most knowledgeable landman that I know. He is a friend and sounds like an O&G attorney. BP keeps him busy so he doesn't get to post as much as I would like. I hold him in the highest regard.
- At 10:49 on June 27, 2019, Randy Rachal said…
Has there been any updates on Erwin well in West Feliciana Parish Thanks
- At 7:04 on June 23, 2018, Skip Peel - Mineral Consultant said…
- Go to SONRIS Document Access, scroll down to 3rd from bottom, Well Permit To Drill, enter S/N 231161 and check the box for Get Associated Documents. Scroll down to 19, click Adobe icon. This a multi-page P&A report.
- At 12:34 on June 16, 2018, Skip Peel - Mineral Consultant said…
- Good. Let me provide full disclosure. I assist mineral owners wherever I can in areas that I consider myself of adequate knowledge. I am not a member of NARO-LA owing to their formation by industry members in order to control or influence the discussions in the early years of the Haynesville Shale play. Over time I have advocated a more independent role with the willingness to oppose the industry on selected issues that have a harmful or potentially harmful impact on land/mineral owners. I have been a presenter and a panel member at numerous NARO-LA annual conventions but they have never quite made the decision to be fully independent from the industry. This has to do with a few long time board members who I have great respect for but they are lacking as advocates for private mineral owners.
I have been promoting a NARO-LA town hall for the central LA AC area but I am not sufficiently familiar with the area to answer geologically related questions or to give a general overview of what is happening and what may come next. My focus and paying jobs are Haynesville/Bossier shale related.
I can put you in touch with the main board members if you have an interest. If you would care to explore your participation further, let me know. I would certainly expect for all your travel and lodging expenses to be covered in addition to whatever you think your time and expertise may be worth in this matter.
- At 12:16 on June 16, 2018, Skip Peel - Mineral Consultant said…
- RM, Are you independent or tied to a company? I ask because my friends on the board of NARO-LA are considering some town hall meetings in the central LA parishes with AC activity in an attempt to provide some clarity and educate mineral owners. There should be a petrophysical assessment and a geologist to answer technical questions included in that presentation. Is that something that you might have some interest in? Compensation is negotiable.
- At 4:36 on May 24, 2018, Skip Peel - Mineral Consultant said…
Would you like a copy of my TMS spreadsheet? email me at skippeel@gmail.com
- At 6:41 on May 7, 2018, Skip Peel - Mineral Consultant said…
I'm looking to expand my list of clients. My focus for ten years has been the Haynesville/Bossier but that business takes a hit when natural gas prices go south. The current oversupply probably will persist for a couple of years. If you run across anyone looking for some research and analysis regarding the AC, I'd appreciate a referral.
- At 5:12 on April 5, 2018, Skip Peel - Mineral Consultant said…
I don't think so but look for yourself. Use the link below. Scroll to the search option third from the bottom, Permit ti Drill/Amend. Check the box to get all the docs and enter the well serial number, 181702.
http://ucmwww.dnr.state.la.us/ucmsearch/Doctypes.aspx
I don't use Drillinginfo as I can access the raw data from the state O&G databases that are my business focus.
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The Lithium Connection to Shale Drilling
Shale drilling and lithium extraction are seemingly distinct activities, but there is a growing connection between the two as the world moves towards cleaner energy solutions. While shale drilling primarily targets…
ContinuePosted by Keith Mauck (Site Publisher) on November 20, 2024 at 12:40
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