Eclipse Breaks Record Again – New Longest Shale Well in World!
Eclipse can’t help it–they keep setting new world records for the longest lateral (horizontal) wells drilled–in the entire world! It began last year when Eclipse drilled what they call their first “super lateral” Utica well in Guernsey County, OH–the Purple Hayes, at 18,500 feet long (see Eclipse Res. 1Q16: Drills Longest Shale Well Ever! “Purple Hayes”). Since that time, the Purple Hayes well has consistently been the #1 oil producing well in the state. Earlier this year Eclipse drilled a new longest-ever well, also in Guernsey County, the Great Scott 3H well at 19,300 feet long (see Great Scott! Eclipse Drills New Longest Lateral in World – in Utica). And now, Eclipse has drilled yet another record-breaker in Guernsey County. Last Friday the company reported it has drilled the Outlaw C 11H, a Utica well that is an incredible 19,500 feet long horizontally (total measured depth of 27,750 feet). That’s 3.7 miles long! Here’s the big news with more of the details for this newest record-breaker…
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Bit by bit, piece by piece, Shell is getting landowners in Beaver County, PA to sign easements for its 94-mile Falcon Ethane Pipeline–a pipeline with two “legs” that will feed Shell’s mighty ethane cracker plant. MDN exclusively broke the news in February 2016 that Shell had begun to sign leases with landowners for the pipeline (see
UK oil and gas giant BP released the 2017 edition of their BP Energy Outlook on Tuesday. BP, being a European company, pays homage to renewables and pledges its undying love for the crappy Paris climate treaty. Whatever. There are a few facts from the Outlook that stand out: (1) By 2035, across the entire world, 78% of all energy will come from fossil fuels. So much for renewables riding in to the save us all “any day now.” (2) In 2015, natgas produced 24% of the world’s energy. BP says in 2035 that number will go up to 25%–just a single percentage point. We think that’s grossly underestimated, but who are we? (3) The U.S. will achieve overall energy self-sufficiency by 2023 (last year they estimated it would happen in 2021). (4) Carbon emissions were flat for a third year in a row, driven by “weak energy demand and a cleaner energy mix,” which includes the use of more natgas. Tell us again why we need the Paris climate treaty, when carbon output is going down without it? (5) The U.S. will be neck-in-neck with Australia, but we will likely be *the* dominate LNG supplier worldwide by 2035. Read the full BP report below…
Although headquartered in Radnor, Pennsylvania (near Philadelphia), Penn Virginia Corporation is an oil and gas driller with (at last check) only a small presence in the Marcellus Shale: 21,700 net acres with no drilled wells. They concentrate on oil drilling the Texas Eagle Ford Shale play. Penn Virginia is one of the Philly area’s oldest companies, started in 1882 by Philadelphia coal barons. It later transitioned into an oil company. MDN told you in March 2015 that Penn Virginia’s top stockholder, the vile corporate raider George Soros, forced the company to put itself up for sale so George can line his pockets with more cash (see
According to an article appearing on Forbes, “The sell-off of oil and gas exploration and production stocks has been brutal. Exchange-traded funds that specialize in the sector have fallen around 10% to 20% this year, versus an 8% uptick in the market overall.” Why? Low oil prices. Several analysts are quoted as saying the market is “ripe” for some companies to sell themselves. In a companion story today, we covered one such rumor–that Penn Virginia Energy is shopping itself. An analyst with Williams Capital Group has offered up a list of five such companies he believes may be next. Note we said “may.” There’s lots of hedging in this prediction. This is one analyst, albeit an experience analyst, spitballing about what “may” happen. The final entry in his list of five companies that “may” get sold this year is none other than Gulfport Energy, an Oklahoma City-based independent oil and natural gas exploration and production company that is a “top 5” driller in the Ohio Utica Shale. One alternative to selling itself, according to the analyst, is that Gulfport could sell it’s 24% interest in oilfield services company Mammoth Energy Services…
It doesn’t happen often, but every now and again we read about driller or (in this case) pipeline company operating in the Marcellus/Utica we had never heard of before. Such is the case today. A new (to us) midstream company, XcL Midstream, has formed and is already building a dry gas gathering pipeline system in West Virginia, with plans to build a wet gas gathering system in WV too. According to its website, XcL “operates in the premier region of the Appalachia basin in Marshall and Wetzel Counties, West Virginia. XcL Midstream’s Appalachia Connector Pipeline is strategically located at the intersection of every major long-haul interstate pipeline system in Southwest Appalachia and provides shippers with market price optionality.” XcL plans to gather and process dry gas, wet gas (i.e. natural gas liquids), and transport water for its customers. XcL has its headquarters in Canonsburg, PA, near Pittsburgh. The reason that the company popped up on our radar is because Platts ran an article announcing that XcL has signed a customer–THQ Appalachia I, an affiliate of Tug Hill–to use 600 million cubic feet per day (Mmcf/d) on the dry gas pipeline, 200 Mmcf/d on the wet gas pipeline system, and to use a forthcoming water pipeline to boot. Here’s the thing: both XcL and THQ/Tug Hill are backed by private equity company Quantum Energy Partners. So apparently this is one of Quantum’s portfolio companies doing business with another of Quantum’s portfolio companies. In essence, one cousin helping out the other cousin. Perhaps we can call them kissin’ cousins?…
Rex Energy began selling natural gas, gas liquids and condensate from its four newest wells, part of the “Baird” pad (in Butler County, PA) on May 31st. The company issued a press release yesterday to do some well-deserved crowing about their wells. Two of the wells (the 1H and 4H) are Marcellus wells and initial production is averaging 12.1 million cubic feet equivalent per day (Mmcfe/d). The other two wells (the 2H & 3H) target the Upper Devonian layer and initial production for those wells has been 8.1 Mmcfe/d. Rex also posted a new company PowerPoint presentation (full copy below) which shows a new 6-well pad in Butler County will go online to sales in August, another 4-well pad in September, and a 2-well pad and 4-well pad sometime in the fourth quarter. In addition, Rex expects to begin drilling a 3-well pad in the Ohio Utica (in Carroll County) in July…
We’re going to take a stab at this, and we are not confident we will get it 100% right. With that as a warning, we recently reported that a case brought by landowners in northeastern PA against Chesapeake Energy over unwarranted royalty deductions suffered a bit of a setback (see
A group of profoundly radical “environmental” organizations filed a lawsuit in the U.S. Court of Appeals for the Fourth Circuit last Friday against the West Virginia Dept. of Environmental Protection–for doing their job. Sierra Club, West Virginia Rivers Coalition, Indian Creek Watershed Association, Appalachian Voices and Chesapeake Climate Action Network has sued the DEP because the department had the audacity to conduct a very thorough review, and then issue a stream and water-crossing permit (demanded under federal law) for the Mountain Valley Pipeline (MVP). MVP is a $3.5 billion, 301-mile pipeline that will run from Wetzel County, WV to the Transco Pipeline in Pittsylvania County, VA. The project, which filed an official application with the Federal Energy Regulatory Commission in October 2015, is being built by EQT, NextEra Energy and several other partners. This is now SOP–standard operating procedure–for Big Green groups with deep pockets. Sue and keep suing in an attempt to slow and eventually kill off any project that remotely involves fossil fuels. Yes, they are RADICAL, they are EXTREME, waaaaaay outside the mainstream of American society. And they MUST BE STOPPED. When will someone launch weekly lawsuits against these Big Green organizations? Here’s the latest maddening development…
On Friday, Exxon Mobil took the gloves off and went after the out-of-control New York Attorney General Eric Schneiderman. Last year Schneiderman decided he would try to shake down Exxon for billions of dollars, claiming the company wasn’t being honest with shareholders about the threat of man-made global warming, which doesn’t actually exist. He said Exxon should have done more to warn shareholders that they invest in a filthy, rotten, human-killing Big Oil company–a company whose stock will someday implode. We’ve covered Schneiderman’s witch hunt from the beginning (
Something truly amazing is happening in rural Susquehanna County, PA, nestled in the northeastern corner of the state (shares a border with Broome County, NY, where MDN is located). At a special event yesterday held in Montrose, the county seat, Cabot Oil & Gas announced a major milestone. Cabot has, over the past ten years, paid out $1 billion in royalties and another $500 million in lease bonuses. Did you catch that? In a single decade, Susquehanna County has received a $1.5 BILLION economic stimulus in private money flooding into the county–from just one of the major drillers working in the county. And that doesn’t include $3.1 billion spent on equipment and crews to do the drilling (a number we verified with Cabot)! There are other companies drilling in Susquehanna County as well. In very real, practical terms, that means school taxes have not gone up–in years. Property taxes have actually gone DOWN. Mortgages have been paid off. Kids have gone to college–without incurring years of debt hanging over them when they graduate. Story after story was shared of how Cabot’s drilling program has resulted in radically changed (for the better) lives in Susquehanna County. Cabot has pulled some 3 trillion cubic feet of natural gas out of what Cabot rep George Stark says is “the sweetest spot to be” in the country. Little known factoid: A single company (Cabot) drilling in one county (Susquehanna) produces nearly 3% of the entire natural gas output in the United States. Amazing! You know what’s even more amazing? Binghamton media blocked all reporting about this major news….
THE Delaware Riverkeeper (i.e. Maya van Rossum) and a small group of anti-drilling parents from the Mars School District (“Martians”) in Butler County, PA, have just suffered a crushing defeat in their years-long battle to prevent Rex Energy from drilling wells “near” a local school. Backed by money and legal help from Philadelphia Big Green groups Delaware Riverkeeper and Clean Air Council, the Martians filed frivolous lawsuit after frivolous lawsuit. The effort is aimed at denying landowners in Middlesex Township revenue from legally permitted drilling. The lawsuits have cost the taxpayers of Middlesex Township over $80,000 in legal fees. Even amid the back and forth lawsuits, at least two of the wells were permitted and drilled by Rex Energy, despite the bleatings of the Martians (see
Southwestern Energy, a huge driller which operates mainly in the Marcellus/Utica region, is losing its chief financial officer, Craig Owen, to a “non-competing” driller, Rosehill Resources. Rosehill drills in Texas and New Mexico, focusing on the giant Permian Basin oil play. Apparently Rosehill made Owen an offer he couldn’t refuse. We certainly don’t take this as bad news for Southwestern–other than losing a talented bean counter. It’s not an indication of problems at Southwestern–just somebody furthering his career. You can’t fault Owen for that. Meanwhile, Southwestern has hung out the “help wanted” sign for a new CFO, in case you know of someone…
Pennsylvania’s landowners, at least many of them, continue to be angry about getting low–or no–royalty checks. That’s not what they signed up for when leasing their property. A group of 200+ landowners packed a meeting last week in Wyoming County, PA to discuss the situation, and what to do next. The meeting was organized by the Pennsylvania Chapter of the National Association of Royalty Owners (NARO). One distinct possibility raised at the meeting: force Chesapeake (and others) into arbitration. NARO’s approach is to push for legislation, specifically PA House Bill (HB) 557 (see