Mercer Capital’s Value Focus: Exploration & Production newsletter provides an overview of the industry through supply and demand analysis, commodity pricing, and public market performance.

In addition, each issue of this quarterly newsletter focuses on a region, including Eagle Ford, Permian, Appalachia, and Haynesville, examining general economic and industry trends. In this quarter’s issue, we focus on the Haynesville Shale.

Haynesville production held up reasonably well during the 2023 review period, particularly considering the sharp fall-off in the basin’s rig count. Despite the Henry Hub natural gas front month futures prices ending the year well below their starting point, the outlook for the Haynesville basin is favorable.

Haynesville production is anticipated to continue growing due to rising demand from LNG facilities and petrochemical plant development along the U.S. Gulf Coast. In addition, three new pipelines to support LNG facilities under development will add 5 Bcf/d of capacity by the end of 2024.

Read more about the Haynesville and other industry analyses in this quarter’s issue.

Exploration & Production Newsletter

Region Focus: Haynesville Shale

Also in the newsletter:

• Oil and Gas Commodity Price Update
• 2024 Outlook for the Industry
• Industry M&A Activity
• Public Company Performance
• Production Update
• Rig Counts

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