Hilcorp 收购 Monster Western Haynesville 项目；三井物产参与其中

根据德克萨斯铁路委员会的文件，Hilcorp Energy 在该地区的老井中进行了两次水平井重新完井，而 Mitsui E&P USA 则已撤销了四项许可证。

妮莎
达尔博讷
石油和天然气投资者

Hilcorp Energy已在位于休斯顿北部的 Haynesville 西部储量达数百万立方英尺的油气田进行了两次水平井测试，而Mitsui E&P USA已获得四项许可证并进行了安装。

2024 年 1 月，Hilcorp 从XTO Energ y手中获得了新油田目标区域的租赁权，获得了 486 个 21 世纪初的井，其中大部分是垂直井，日产量约为 28 MMcf。

三井于 2024 年 6 月加入该矿，从 Vanna LLC 和 Sabana LLC 手中获得了 47,000 英亩土地。

新的德克萨斯铁路委员会 (RRC) 文件显示，Hilcorp 重新完成了 XTO 于 2010 年在康斯托克资源公司 (Comstock Resources)于 2022 年开始开采的两口老式水平井。

2010 年，E&P 公司开始利用水平井对海恩斯维尔 (Haynesville) 上方的博西尔 (Bossier) 深层储量丰富的油气进行测试，而在此之前的十年中，他们曾利用垂直井对该油气进行生产。

Hilcorp 的 Varibus #8H 在 2022 年关闭前产量为 34 亿立方英尺，而当时的日产量约为 3300 万立方英尺。Varibus #10HR 在 2019 年关闭前产量为 31 亿立方英尺。

Varibus 油井位于德克萨斯州莱昂县朱厄特西北约六英里处。

两家公司均位于 Bear Grass-CV 联合油田，而 Comstock 和 Aethon Energy 则位于 Bald Prairie-CV 联合油田。

Hilcorp 向 RRC 报告称，Varibus #8H 已穿过佩蒂特、特拉维斯峰、科顿谷、博西尔和科顿谷莱姆，高度超过 14,000 英尺。

博西尔地区进行了射孔作业，而科顿谷地区则被隔离。该公司补充道，该井未使用套管就完井。

压裂前套管压力为9,500 psi，压裂过程中最大压力为7,075 psi。支撑剂比例为40/70。

重新完井报告显示，Hilcorp 的 Varibus #10HR 重新完井还在 Bossier 增加了穿孔。

这两口井的新生产数据尚未向 RRC 报告。

三井许可

同时，三井的四张许可证分别针对 Baker #101H、O. Henson #1H、Lipsey #1H 和 Whitaker #1H。

其中两处位于德克萨斯州莱昂县；两处位于德克萨斯州弗里斯通县。

摩根大通证券分析师阿伦·贾亚拉姆 (Arun Jayaram) 在最近对该油田的观察中表示：“樵夫石油公司打算根据其最初勘探井的表现，在 2026 年后对该资产进行全面开发。”

三井许可的深度可达 30,000 英尺，允许在该地区钻出深达地下室的洞。

Jayaram 指出，迄今为止，西部 Haynesville 油田的平均深度为 16,000 英尺，而路易斯安那州西北部的原始 Haynesville 油田的平均深度为 12,000 英尺。

迄今为止的结果

Jayaram 发现，迄今为止，Comstock 和 Aethon 公司在 Haynesville 西部油井的六个月累计产量平均为每 1,000 英尺 0.459 亿立方英尺，而到 2024 年，Haynesville 原油井的平均产量约为每 1,000 英尺 0.266 亿立方英尺。

他发现，如果 EUR 为 3.6 Bcf/1,000 英尺，D&C 成本为每英尺 2,650 美元，那么新油田的盈亏平衡点为 4.02 美元/Mcf，内部收益率为 35%。

“如果海恩斯维尔西部的 D&C 成本下降 10% [或] 20%，我们估计盈亏平衡点将降至 3.75 美元 [和] 3.48 美元/千立方英尺。”

根据截至 4 月份的 RRC 生产数据，康斯托克在该区块最古老的油井是罗伯逊县的 Circle M #1H 井，该井在投产后的前 37 个月内从 7,816 英尺的水平井产出了 190 亿立方英尺的油气。

E&P 公司在博西尔趋势带四个县的西南至东北区域拥有 520,000 净英亩土地，该趋势带始于休斯顿北部，延伸至达拉斯南部。

罗伯逊县的 Bald Prairie-Cotton Valley 联合油田和弗里斯通的 Dowdy Ranch CV 是  德克萨斯州弗里斯通、莱姆斯通、罗伯逊和莱昂县四县弗里斯通趋势区内众多产量较高的天然气产地之一。

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Hilcorp Joins Monster Western Haynesville; Mitsui Rigs Up

Hilcorp Energy made two horizontal recompletions in vintage wells in the area, while Mitsui E&P USA has pulled four permits, according to Texas Railroad Commission files.

Nissa
Darbonne
Oil and Gas Investor

Hilcorp Energy has bagged two horizontal tests in the mega-Bcf far western Haynesville play north of Houston, while Mitsui E&P USA has pulled four permits and rigged up.

Hilcorp picked up its leasehold in the new play’s target area in January 2024 from XTO Energy, gaining 486 early 21st century, mostly vertical wells producing about 28 MMcf/d.

Mitsui joined the play in June 2024 with 47,000 acres from Vanna LLC and Sabana LLC.

New Texas Railroad Commission (RRC) files show Hilcorp recompleted two vintage horizontal wells XTO had made in 2010 near where Comstock Resources kicked off the play in 2022.

In 2010, E&Ps were testing the prolific deep Bossier overlying the Haynesville with laterals after producing from it with verticals in the decade before.

Hilcorp’s Varibus #8H had produced 3.4 Bcf before shut-in in 2022 while it was making some 33 Mcf/d. Varibus #10HR had produced 3.1 Bcf before shut-in in 2019.

The Varibus wells are about six miles northwest of Jewett, Texas, in Leon County.

Both are landed in the Bear Grass-CV Consolidated Field, while Comstock and Aethon Energy have been landing in the Bald Prairie-CV Consolidated Field.

Hilcorp reported to the RRC the Varibus #8H was taken through Pettit, Travis Peak, Cotton Valley, Bossier and Cotton Valley Lime to more than 14,000 ft.

Perforations were made in the Bossier, while the Cotton Valley was isolated. The well was completed without a sleeve, it added.

Casing pressure prior to the frac was 9,500 psi, while maximum pressure during the frac was 7,075 psi. Proppant was 40/70.

Hilcorp’s Varibus #10HR recompletion also added perforations in the Bossier, the recompletion report showed.

New production data was not reported yet to the RRC on either well.

Mitsui permits

Meanwhile, Mitsui’s four permits are for the Baker #101H, O. Henson #1H, Lipsey #1H and Whitaker #1H.

Two are in Leon County, Texas; two, in Freestone County, Texas.

“Mitsui intends to undertake full-scale development of the asset post-2026, based on the well performance from its initial exploratory wells,” Arun Jayaram, a J.P. Morgan Securities analyst, reported in a recent look at the play.

The Mitsui permits are to up to 30,000 ft, which allows making hole as deep as basement in the area.

The western Haynesville play to date is at an average depth of 16,000 ft, while the original Haynesville play in northwestern Louisiana is at an average of 12,000 ft, Jayaram noted.

Results to date

Jayaram found six-month cumulative production from western Haynesville wells to date by Comstock and Aethon have averaged 0.459 Bcf per 1,000 ft, while the average from the original Haynesville play was some 0.266 Bcf per 1,000 ft in 2024.

He found break-even for the new play at $4.02/Mcf for a 35% IRR if EUR is 3.6 Bcf/1,000 feet with D&C costs of $2,650 per ft.

“If D&C costs were to fall by 10% [or] 20% in the western Haynesville, we estimate that the break-even would fall to $3.75 [and] $3.48/Mcf.”

Comstock’s oldest well in the play, Circle M #1H in Robertson County, produced 19 Bcf in its first 37 months online from a 7,816-ft lateral, according to RRC production data through April.

The E&P holds 520,000 net acres in the four-county southwest-to-northeast Bossier Trend beginning north of Houston and extending south of Dallas.

Bald Prairie-Cotton Valley Consolidated Field in Robertson County and Dowdy Ranch CV in Freestone are among many prolific gas producers in the four-county Freestone Trend play in Freestone, Limestone, Robertson and Leon counties in Texas.

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