热二叠纪馅饼:道森县桦树灼热的新迪恩威尔斯

Birch Resources 继续在道森县南部的 Dean 地层中开采大型油井,其中两口新井的日产量高达 2,768 桶。

Birch Resources在石油资源丰富的北部米德兰盆地的道森县投产了两口巨型 Dean 井,投产头两个月共产油超过 216,863 桶。

Hot Pie A #2DN 在 6 月和 7 月生产了 118,973 桶,这是德克萨斯铁路委员会 (RRC) 报告生产数据的最新月份。

4 月份,其首个 24 小时 IP 值为 2,342 桶,来自一个 10,404 英尺的水平井,位于 Dean 大约 8,700 英尺处,位于 Wolfcamp 上方。

与此同时,Hot Pie C #6DN 也在 4 月份从 10,229 英尺水平井开始的 24 小时内测试了 2,768 桶石油。截至 7 月份,它在投产的前两个月内产油量为 97,890 桶。

该双井平台位于德克萨斯州拉梅萨东南约 18 英里处,位于道森东南部与博登县、马丁县和霍华德县的交汇处。

每条支线从 32 号县道延伸至 34 号县道。Dean 是 Spraberry(趋势区)场地的一部分。

根据 RRC 的完井文件,在 Hot Pie A 中,Birch Resources 在将 Dean 转向水平井之前,还研究了底层的 Wolfcamp、Canyon、Pennsylvanian 和 Mississippian。

截至发稿时,Birch 尚未回应就其道森县开发项目发表评论的请求。

鬼井

RRC 的数据显示,7 月份两口 Hot Pie 油井合计产油 103,093 桶,使得 Birch 道森地区这 31 天的产量达到 414,620 桶,即 13,375 桶/天。

7月份Hot Pie井的套管头气产量总计为2.39亿立方英尺。

RRC 称,Birch 公司的其他新钻井包括 Ghost 35-26 B #4DN,该钻井于 2023 年底在 Dean 从 10,400 英尺的水平井中开采出 1,890 桶石油。

配套井 Ghost 35-26 A #2DN 在 Dean 的 10,200 英尺水平井测试了 1,785 桶石油。

两座油井均于 1 月投产。截至 7 月份,#4DN 油井在投产后的前七个月共产油 227,902 桶,而 #2DN 油井产油 163,652 桶。

关于 Birch

Birch 于 2022 年 7 月开始在道森县运营,其租赁产量从当月的约 30,000 桶增长到 2023 年 7 月的 200,000 桶,并于今年 7 月超过 400,000 桶。

RRC的数据显示,该县前25个月的石油产量为530万桶。

Birch 是一家私营企业,成立六年,由总裁兼首席执行官 Jason Cansler 领导。

作为一名地质学家,坎斯勒与他人共同创立了 Rock Oil II 公司,该公司在道森东南部的霍华德县建造了一个占地 26,000 净英亩的油田,将产量提高到 5,000 桶油当量/天,并于 2017 年以 10 亿美元的价格出售。

Rock II 之后,坎斯勒与他人共同创立了 Rock Oil III,该公司在俄克拉荷马州的 Merge 油田中占据了一席之地。

包括安德鲁斯、道森、霍华德、马丁和米德兰县在内,Birch 7 月份的产量为 46,333 桶/天。

Ike 和 EOG 的新井

同样在道森东南部,Ike Operating 的 Aquila 13-24 #6DN 从位于迪恩的 10,300 英尺水平井中开采出 1,175 桶石油。

7 月份,它是道森地区第三大原油生产商,当月产量为 100,617 桶,仅次于EOG Resources的 103,478 桶和 Birch 的 414,620 桶。

与此同时,在道森西南部,EOG 于 3 月份启动了 Panther B 装置,在前五个月中,截至 7 月份共开采出 126,802 桶石油。

1 月份,EOG 开始销售 Arcadia A 单元。该单元在前七个月的产量为 115,419 桶。

此外,该公司在 1 月份开始销售其 Trinity C 单元。截至 7 月份,该单元共生产了 139,237 桶石油,而其配套分支 Trinity D 单元则生产了 127,362 桶石油。

Trinity 开发项目包括 2022 年 6 月投产的两口井:Trinity A 和 Trinity B。

在成立后的前 25 个月中,截至 7 月份,Trinity A 产量为 180,716 桶,而 Trinity B 产量为 303,262 桶。

EOG 于 2020 年 4 月在道森县开始运营,最初名为 CGS 运营公司。7 月份其产量为 3,338 桶/天。

EOG 尚未公开评论其在道森县的勘探活动。除此之外,该公司还在德克萨斯州西部的特拉华盆地开展业务。

SM 在院长

与此同时,SM Energy于 2023 年 7 月进入道森县,以9,350 万美元的价格从私人控股的米德兰 Reliance Energy手中收购了 20,750 净英亩土地,日产量约为 1,500 桶。

KeyBanc Capital Markets分析师 Tim Rezvan今年春天报告称,Reliance 在该地区的业绩“与当今任何人在米德兰盆地钻探的任何成果相媲美”。

SM 预计将在未来几周的第三季度收益电话会议上提供有关四口新钻的 Dean 井的数据。

SM 总裁兼首席执行官 Herb Vogel 在 5 月份告诉投资者,Dean 是目标。“Wolfcamp A 具有潜力”,但“我们会说我们不会将其算在内。”

在 SM 今年春季进行的初步测试中,一项垂直测试是在 Dean 下方进行的,目的是查看下方地层,例如 Wolfcamp。测试结果被回填,并在 Dean 进行了一次横向测试。

沃格尔说:“如果我们对沃尔夫坎普 A 区的热成熟度因某种原因高于我们的预期感到惊讶,那将是一个好消息。”

“但我们确实指望这更像是一个迁移石油游戏。”

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Hot Permian Pie: Birch’s Scorching New Dean Wells in Dawson County

Birch Resources is continuing its big-oil-well streak in the Dean formation in southern Dawson County with two new wells IP’ing up to 2,768 bbl/d.

Birch Resources brought two giant Dean wells on in the oily northern Midland Basin’s Dawson County, producing more than 216,863 bbl combined in their first two months online.

Hot Pie A #2DN made 118,973 bbl in June and July, the latest month the Texas Railroad Commission (RRC) reported production data.

Its first-24-hour IP in April was 2,342 bbl from a 10,404-ft lateral landed in the Dean at about 8,700 ft, overlying Wolfcamp.

Alongside it, Hot Pie C #6DN tested 2,768 bbl in its first 24 hours, also in April, from a 10,229-ft lateral. It made 97,890 bbl in its first two months online through July.

The two-well pad is about 18 miles southeast of Lamesa, Texas, at southeastern Dawson’s intersection with Borden, Martin and Howard counties.

Each lateral stretches from County Road 32 to County Road 34. The Dean is part of the Spraberry (Trend Area) Field.

In the Hot Pie A, Birch Resources also took a look at the underlying Wolfcamp, Canyon, Pennsylvanian and Mississippian before turning horizontal uphole in Dean, according to the RRC’s well-completion file.

Birch didn’t respond to a request for comment on its Dawson County development by press time.

Ghost wells

The two Hot Pie wells’ combined 103,093 bbl in July brought Birch’s Dawson-wide output to 414,620 bbl in that 31-day period, or 13,375 bbl/d, according to RRC data.

Casinghead gas in July from the Hot Pie wells totaled 239 MMcf.

Other Birch new-drills include Ghost 35-26 B #4DN, which IP’ed 1,890 bbl from a 10,400-ft lateral in Dean in late 2023, according to the RRC.

A companion well, Ghost 35-26 A #2DN, tested 1,785 bbl in Dean from a 10,200-ft lateral.

Both were brought online in January. The #4DN produced 227,902 bbl in its first seven months through July, while the #2DN surfaced 163,652 bbl.

About Birch

Birch began operating in Dawson County in July of 2022, growing output from its leasehold from some 30,000 bbl that month to 200,000 bbl in July 2023 and more than 400,000 bbl this past July.

Its first-25-month production from the county was 5.3 MMbbl, according to RRC data.

Privately held, six-year-old Birch is led by Jason Cansler, president and CEO.

A geologist, Cansler co-founded Rock Oil II, which built a 26,000-net-acre position in Howard County, southeast of Dawson, ramping production to 5,000 boe/d and selling it in 2017 for $1 billion.

After Rock II, Cansler co-founded Rock Oil III, which built a position in the Merge play in Oklahoma.

Including from Andrews, Dawson, Howard, Martin and Midland counties, Birch’s July production was 46,333 bbl/d.

Ike’s and EOG’s new wells

Also in southeastern Dawson, Ike Operating’s Aquila 13-24 #6DN came on with 1,175 bbl from a 10,300-ft lateral, also in Dean.

It was the No. 3 producer in Dawson in July, reporting 100,617 bbl that month, behind EOG Resources’ 103,478 bbl and Birch’s 414,620 bbl.

Meanwhile in southwestern Dawson, EOG brought its Panther B Unit on in March, surfacing 126,802 bbl through July in its first five months.

In January, EOG turned to sales the Arcadia A Unit. It produced 115,419 bbl in its first seven months.

Also in January, it turned to sales its Trinity C Unit. Through July, it made 139,237 bbl, while a companion lateral, Trinity D Unit, produced 127,362 bbl.

The Trinity development includes two wells brought on in June of 2022: Trinity A and Trinity B.

In their first 25 months, Trinity A made 180,716 bbl through July, while Trinity B made 303,262 bbl.

EOG began operating in Dawson County in April of 2020, initially as CGS Operating. Its output was 3,338 bbl/d in July.

EOG has not publicly commented yet on its Dawson County wildcatting. Otherwise in West Texas, it operates in the Delaware Basin.

SM in the Dean

Meanwhile, SM Energy entered Dawson County in July of 2023, acquiring 20,750 net acres producing some 1,500 bbl/d from privately held Midland-based Reliance Energy for $93.5 million.

Tim Rezvan, an analyst with KeyBanc Capital Markets, reported this spring that Reliance’s results in the area measured “up well to anything being drilled in the Midland Basin by anybody today.”

SM is expected to provide data on four new-drill Dean wells in the coming weeks in its third-quarter earnings call.

Herb Vogel, SM president and CEO, told investors in May that Dean is the target. “There's prospectivity in the Wolfcamp A” underlying Dean, but “I would say we are not counting that.”

Among SM’s initial tests this spring, the vertical in one was taken below Dean to look at underlying formations, such as Wolfcamp. It was plugged back and a lateral was kicked off in Dean.

“If we're surprised that thermal maturity [in Wolfcamp A] is higher for some reason there than we expect it to be, that would be great news,” Vogel said.

“But we're really counting on this being more of a migrated-oil play.”

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