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 Appalachia.
Appalachian Basin production remained relatively stable over the review period despite a notable decline in drilling activity, supported in part by the completion of previously drilled wells. The basin’s modest production growth contrasted with the much stronger gains in the Haynesville, where drilling activity expanded significantly amid expectations for growing Gulf Coast LNG export demand. While both basins are heavily weighted toward natural gas, differences in infrastructure access and development economics contributed to their differing levels of activity.
Also in the newsletter:
Oil and Gas Commodity Price Update
Industry M&A Activity
Public Company Performance
Production Update
Rig Counts
Region Focus: AppalachiaAlso in the newsletter:
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