Replies to This Discussion

Permalink Reply by daddy bill on June 2, 2020 at 12:07

I never post , but am an old long time professional oil operator with royalty in the texas side of the shale. I follow this site for shale input and data, but I am about to give up with the content of this site. Is this an environmental greenie website or an oilfield shale site?

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Permalink Reply by Skip Peel - Mineral Consultant on June 2, 2020 at 12:14

It's never been an "oil field" site.  It has been a website dedicated to mineral owners, industry members welcome.  Those who wish to have a "strictly pro-oil field site" are welcome to start their own.  GHS has always been open to a multitude of perspectives and opinions.  The advance of EVs has relevance for every mineral owners to some degree.  They may take it or leave it as they wish.

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Permalink Reply by Skip Peel - Mineral Consultant on June 2, 2020 at 12:53

For those who seem to have forgotten the genesis of GoHaynesvilleShale.com, a reminder.  At the bottom of every discussion page there is a link to "About".  This is an original post by Keith regarding his, and his family's, search for information to inform them in securing a lease for the family farm.  A good size acreage in a prospective location when there was literally nothing to find on the Internet.  Here is a cut-and-paste for those who have never read it.

About GHS

GHS Member,

What makes this site so great? Well, I think it's the fact that, quite frankly, we all have alot a stake in this thing they call shale. But beyond that, this site is made up of individuals who have worked hard for that little yard we call home, or that farm on which blood, sweat and tears have fallen.

Our farm has been in the family for over 80 years. Though much of the family is out of state, we still gather there for holidays and summer vacations. It's a refuge of sorts. We have two ponds, timber, and a couple now-vacant chicken houses. Now, because of the shale, this refuge is potentially worth much more monetarily speaking. We believe Grandmother and Granddaddy would be thrilled to see the current activity around their homestead and impact the farm may now have on generations to come. Never in their wildest dreams had they ever considered such a thing.

As exciting as this is, we know that we have a responsibility to do this thing correctly. After all, we want the farm to remain a place where the family can gather for another 80 years and beyond. This site was born out of these desires. Before we started this site, googling  "shale' brought up little information. Certainly nothing that was useful as we negotiated a lease. This site allows us to communicate with each other in real time. Sure, you can't trust anything 100%, so be sure to verify what you read. But at its core, this site is filled with landowners and professionals who want to network and be of assistance. So thank you for joining and have fun "shaling."

 

Keith Mauck, Publisher

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Permalink Reply by Skip Peel - Mineral Consultant on June 2, 2020 at 13:00

Now let's explore whether the dissatisfaction with the site, in this particular instance, is because of what I post...or is it more about the resentment of Ford Motor Company, and the other major auto manufacturers, who have the audacity to produce, much less promote, electric vehicles.  Those that cling to the belief that the world in not changing in regard to energy sources and modes of transportation have their heads in the sand.  Whether a member likes/agrees with the articles concerning events in the real world or not, they should have the option to know of them.  Those that reject them may do so but to attack reality is to risk the loss of any relevance.

We never lose anything when those that never post leave.  And any member can post what they wish in line with the site guidelines.  As opposed to the occasional negative comment almost never supported by any facts or supporting data.  The world is changing and all mineral owners should be keeping up...they have an asset to manage.

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Permalink Reply by daddy bill on June 2, 2020 at 13:45

Jay,being an old aggie petroleum engineer who has sold all of my production but have shale royalties, I think skip is working too hard to defend his environmental position that is contrary to the original intent of this site. 

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Permalink Reply by Skip Peel - Mineral Consultant on June 2, 2020 at 13:53

Seems you have misinterpreted the "original intent" of the site.  It was never what you claim/desire.  It is what Keith designed it to be.  As posted above.

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Permalink Reply by Jesse Joyner on June 2, 2020 at 13:37

If you really stop and think about it, electric vehicles actually run on a good bit of NG (indirectly) per power plants needing the Haynesville Shale to supply them with fuel. Now, if the shale in LA was rich with oil (like the Austin Chalk), then certain GHS members might favor gasoline sales to run their internal combustion engines, instead of favoring NG power plants to generate the electricity needed to fuel EVs. So Skip does a great job of sharing information. He's honest and helpful. I dare say he's helped more mineral owners than anyone else in the Ark-La-Tex.     

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Permalink Reply by Steve on June 3, 2020 at 2:35

Exactly, these cars can be charged with electricity from your house, generated at an NG power plant. If you are an nat. gas mineral owner you should be happy about these things. And these trucks can provide amazing torque and hauling performance. Hell, they have electric frac pumps now. Some people just have their head somewhere dark. Next thing you know someone on here will be railing me about how back in the old day whale oil was the only true energy source. Thanks for all you do Skip, some of want to continue to evolve and work in this industry, not lose our jobs and blame it on someone else.

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Permalink Reply by Skip Peel - Mineral Consultant on June 3, 2020 at 3:21

Thanks, Steve.  I fear that we may have missed the prime opportunity to focus national energy policy on natural gas and incentivize it's rapid replacement of coal powered generating plants.  In trying to rescue coal, or pander to a small group of stake holders, policy has undermined a subsidized move to prioritize natural gas.  At the same time the companies producing significant amounts of natural gas have failed to take voluntary actions to control emissions and run a serious PR campaign to influence public perceptions.  These are failures that can not be overcome, ten years after the fact, and will be a tough challenge to get the public to ever believe that natural gas is a good alternative in a lower GHG emission world with other cost competitive alternatives.

The best action that a new administration could take is to mandate the retirement of all coal fired generation over a short period of time, say four years, and provide government loan guarantees or no cost government loans for merchant power and public utilities to replace that capacity with their choice of renewables or natural gas.  It would be a good economic stimulus and job generator and hopefully allow some companies/utilities to prove that a gas fired generating plant can be a cost competitive and clean option.  I think about that every time I get behind one of my city's CNG public buses.  You can't see a thing coming out of the exhaust stake and all that comes out of the tail pipe is an occasional drip of H2O.  It can be done and if not may lose out to renewables in this decade.

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Permalink Reply by Dan cpl on June 3, 2020 at 3:38

Where does all this lithium come from??

There is nothing green about Lithium mining.

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Permalink Reply by Skip Peel - Mineral Consultant on June 3, 2020 at 4:20

Some comes from brine wells.  Southern AR has a goodly number and more on the way.  Some GHS members have posted on the subject and reported being offered brine leases.  Click the link below to read an article on the new S AR plant.  Lithium is the battery component of choice for cost and energy density now and for the foreseeable future but other battery technologies developed and proven but not as yet scalable will eventually replace lithium.

So it is about drilling and operating wells.  And creating lease and title work of CPLs.

https://www.nsenergybusiness.com/projects/arkansas-smackover-lithiu...

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Permalink Reply by Skip Peel - Mineral Consultant on June 5, 2020 at 2:17

Exclusive: GM plans electric van for business users in bid to pre-empt Tesla

Ben Klayman, Paul Lienert  reuters.com  June 4, 2020 / 5:06 AM

 

DETROIT (Reuters) - General Motors Co is developing an electric van aimed at business users, joining a growing list of carmakers planning EVs for the same segment which includes customers such as Amazon.com Inc and United Parcel Service Inc, five people familiar with the plans told Reuters.

That multibillion-dollar strategy could enable GM, Ford Motor Co and at least two EV startups to build and deliver more electric vehicles at a time when consumer demand for battery-powered models is still a small fraction of overall industry sales, while targeting a potentially lucrative market segment that Tesla Inc has yet to address.

GM’s plan to develop an electric van has not previously been reported. The No. 1 U.S. automaker did not confirm the van, but has said it plans to introduce at least 20 new all-electric vehicles by 2023, in a variety of body styles including sedans, trucks and crossovers.

Suppliers familiar with such plans at GM and Ford told Reuters the Detroit automakers, which count trucks and commercial vehicles among their most profitable businesses, “don’t want to leave the door open for Tesla” as they did in consumer passenger cars.

Scott Phillippi, UPS senior director of fleet maintenance and engineering, said the package delivery firm believes electric vans have the potential to disrupt the commercial market.

“It’s going to be similar to what the Model 3 has done for the consumer market,” Phillippi said, referring to Tesla’s small near-luxury electric sedan. “Now all of a sudden, we’re off to the races.”

The GM van – code-named BV1 – is due to start production in late 2021, the sources said. It is believed the BV1 van will share some components with GM’s future electric pickups and SUVs, including the automaker’s new Ultium advanced battery system. It is expected to be assembled alongside the electric trucks at GM’s Detroit-Hamtramck plant.

GM is considering whether to offer the electric van through its traditional truck brands - Chevrolet and GMC - or market it under a different brand such as Maven, the sources said. GM’s first electric pickup truck, due in late 2021, will be sold by GMC dealers under the Hummer brand.

In a statement, GM said it is “committed to an all-electric future and is implementing a multi-segment, scalable EV strategy to get there. At this time, we do not have any announcements to make regarding electric commercial vehicles.”

The GM electric van project is aimed at an important segment of the emerging EV market – commercial delivery vehicles. For established players, this is a hugely profitable business segment driven by cost of ownership, not fancy tech or star power. It is also a segment in which Tesla and its high-profile CEO, Elon Musk, lack an entry to compete for sales and CO2 credits, which allow automakers to offset the sale of non-electric vehicles including high-margin pickups and SUVs.

“Buyers of commercial vans want reliability and not necessarily a flashy brand name,” said Sam Fiorani, vice president of global vehicle forecasting at AutoForecast Solutions. “The reduced maintenance and fuel use of electric vehicles become very attractive to a business customer, where the current limitations of EVs make the price premium less attractive to individual consumers.”

In February, Ford said it would introduce an electric version of its Transit van for model year 2022. “The most critical bet we will be making over the next several years will be our commercial vehicles,” Ford’s chief operating officer, Jim Farley, told Reuters at the time.

Ford also is an investor in Michigan-based startup Rivian, which is scheduled to begin building the first of 100,000 mid-size electric vans for Amazon next year.

Amazon rival UPS has commissioned 10,000 mid-size electric vans from British startup Arrival, which is backed by Korea’s Hyundai Motor Co and its sister company Kia Motors Corp.

The combined value of the Amazon and UPS contracts with Rivian and Arrival is estimated at $4 billion or more.

And more players in the segments will likely follow, including Daimler AG, Volkswagen AG (VOWG_p.DE) and Fiat Chrysler Automobiles NV, said Samit Ghosh, chief executive of the Americas for consulting and engineering firm umlaut.

“The delivery vans is a volume not to be underestimated,” he said. “I would not just call it a niche segment.”

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