(World Oil) – Enverus Intelligence® Research (EIR) is releasing its annual Haynesville Play Fundamentals that examines the distribution of remaining inventory across the play using economic viability.
The report leverages Enverus analytics to assess the prospective quality of the emerging Western Haynesville play. Additionally, it uncovers the call on Haynesville rigs, same-zone and across-zone well interference and the economic advantages of longer laterals in the Haynesville.
“We estimate the Haynesville has 12.5 years of sub-$3.00/Mcf inventory at last year’s turn-in-line (TIL) cadence,” said Jimmy McNamara, principal analyst at EIR. “This drops to 10.5 years when modeling EIR’s 2026 TIL cadence that increases Haynesville supply by 2.0 Bcf/d to match incoming LNG demand.”
McNamara continued, “A select few companies boast 15 years or more of sub-$3.00/Mcf inventory and 10 years of sub-$2.75/Mcf. This runway of high-quality inventory puts them in the best position for long-term sustainable growth, in our opinion.”
“Most producing wells in the Western Haynesville are targeting the Bossier and Haynesville at depths of 15,000 to 19,000 ft” added Adrienne McDougall-Bell, analyst at EIR.
“We’ve currently assigned limited inventory in the Western Haynesville due to it being in the early stages of development.”
Key takeaways
- The Haynesville has 12.5 years of sub-$3.00/Mcf inventory at last year’s turn-in-line (TIL) cadence. This drops to 10.5 years when modeling EIR’s 2026 TIL cadence that increases Haynesville supply by 2.0 Bcf/d to match incoming LNG demand.
- A select few companies boast 15 years or more of sub-$3.00/Mcf inventory and 10 years of sub-$2.75/Mcf. This runway of high-quality inventory puts them in the best position for long-term sustainable growth, in our opinion.
- Most producing wells in the Western Haynesville are targeting the Middle Bossier or Lower Bossier at depths of 15,000 to 19,000 ft. EIR currently assigns limited inventory in the Western Haynesville due to it being in the early stages of development.
Play Fundamentals is an EIR research series that dives into a key geographical basin or technology. A collective series, with each play updated annually, it includes inventory estimates, technical research, interactive maps, investment opportunities, macro trends and basin analytics.
EIR’s analysis pulls from a variety of Enverus products including Enverus Intelligence® Research, Placed Wells Analytics, Enverus Forecast Analytics, Enverus Spacing and Enverus Geoscience Analytics.
