分析:中部 Three Forks 台地蕴藏着巨大的未开发石油潜力

威利斯顿盆地的作业者大多在较浅的 Three Forks 上部台阶处发现了分支井。但北达科他州研究人员报告称,较深的 Three Forks 中部台阶处仍有数亿桶石油尚未开采。


巴肯页岩是北达科他州油田最受欢迎的目标——但专家警告不要忽视更深的三叉页岩层。

事实上,根据北达科他州矿产资源部门最近发布的两项研究显示,中部 Three Forks 油藏仍然蕴藏着数亿桶未开发的可采石油。

自 2006 年在北达科他州西部发现帕歇尔油田以来,石油和天然气生产商主要以中巴肯地层为目标,采用水平井进行开采。

但随着对威利斯顿盆地的了解和投资不断增长,运营商开始瞄准底层的三叉地层。

根据Enverus Intelligence Research的数据,大陆资源、康菲石油Chord Energy是 2024 年上半年 Three Forks 地区最大的三大生产商

根据第一份研究,截至 2023 年 8 月,北达科他州的生产商已经在 Three Forks 中部(第 2 层)和下部(第 3 层)层段钻探并完成了 400 多口水平井,生产了超过 9100 万桶石油、2340 亿立方英尺天然气和 1.06 亿桶水。

作者蒂莫西·内斯海姆 (Timothy Nesheim) 和爱德华·斯塔恩斯 (Edward Starns) 在报告中写道:“这些油井的钻井活动占巴肯-三福克斯石油系统钻井活动的约 2%,占迄今为止总石油产量的约 1.7%。”

大多数项目(超过 360 口井)都位于较浅的中部 Three Forks 阶地。

运营商在更深的 Three Forks 下层仅部署了约 40 个水平井。报告称,自 2014 年以来,Three Forks 下层只有 6 个水平井投入使用,而自 2017 年以来则没有一个投入使用,“可能是由于井产量不稳定且总体较低”。

截至 2023 年 8 月,Lower Three Forks 油井已生产约 670 万桶石油、140 亿立方英尺天然气和 1100 万桶水。

Nesheim 和 Starns 在第一项研究中试图回答一个关键问题:直接钻探和开发中 Three Forks 油藏是否能提供额外的资源回收率?或者中 Three Forks 联合开发是否只会加速原本可以通过独立上 Three Forks 开发回收的资源回收率?

他们写道:“如果中 Three Forks 共同开发仅仅加速了石油和天然气的采收率,但没有增加任何长期资源,那么中 Three Forks 共同开发区域的上 Three Forks 油井的产量应该低于中 Three Forks 未共同开发区域的上 Three Forks 油井的表现。”

该报告评估了北达科他州 51 个钻井间距单位 (DSU) 中的 593 口水平井的历史和未来石油产量预测。北达科他州 DSU 通常为 1,280 英亩,即 2 平方英里。

这项研究集中于北达科他州麦肯齐县东北部——威利斯顿河最深处——中部三福克斯开发项目的大部分所在地。

研究表明,在所评估的 25 个包含中部 Three Forks 水平层的 DSU 中,有 17 个“显示出来自油藏的明显的石油体积增加”,六个则没有,而其中两个单元的贡献尚不清楚。

中三岔路口含水量图.jpg
中 Three Forks 水平井含水率图基于截至 2019 年底钻探和完工的生产井。中 Three Forks 水平井用小黑线表示。白色轮廓表示主要研究区域。黄色星号表示 Enerplus Resource 的 Hognose 152-94-18B-19H-TF 的位置。(来源:北达科他州矿产资源部)

与未开发中 Three Forks 油田的相邻单元相比,开发了中 Three Forks 油田的 17 个 DSU 的 EUR 上升幅度约为 100 万桶至 200 万桶。


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未来上升空间

第一项研究旨在展示与巴肯河中段和 Three Forks 河上游共同开发 Three Forks 河中段的增量生产力。第二项研究旨在确定 Three Forks 河中段项目的潜在新开发的连续区域。

假设可以在每个 1,280 英亩的 DSU 上钻探中间 Three Forks 井,研究人员确定麦肯齐县东北部约 275,000 英亩的土地上最适合钻探新的水平井。

研究表明,不计算现有油井,在最有可能的地区仍有 604 个 Three Forks 中部水平井可供钻探。新项目的最终 EUR 可能在 1.65 亿桶至 4.1 亿桶石油之间。

“这些研究的结果表明,除了开发中巴肯和上三叉河之外,开发中三叉河也可以提高长期恢复率,”Nesheim 和 Starns 写道。

大陆资源公司(Continental Resources)Petro-Hunt 北达科他州长期生产商自 2000 年代中期以来就一直在探索 Three Forks 的潜力。

随着巴肯页岩目前已进入成熟后期,北达科他州的一些生产商正在宣称其未来在更深的 Three Forks 层段具有良好的发展前景。

去年,德文能源公司 (Devon Energy Corp.)斥资 50 亿美元收购了EnCap投资组合公司格雷森米尔能源 (Grayson Mill Energy),进一步拓展了其在威利斯顿的业务。

格雷森米尔收购案增加了 500 个未钻井地点和约 300 个重复压裂项目候选地点。约 80% 的新地点位于巴肯,20% 位于 Three Forks。

去年秋天,私募股权公司Carnelian Energy Capital Zavanna LLC进行了投资,后者在巴肯和三福克斯拥有约 150 个钻井地点。


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出生于巴肯

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Analysis: Middle Three Forks Bench Holds Vast Untapped Oil Potential

Williston Basin operators have mostly landed laterals in the shallower upper Three Forks bench. But the deeper middle Three Forks contains hundreds of millions of barrels of oil yet to be recovered, North Dakota state researchers report.


The Bakken Shale is the most popular target in North Dakota oil country—but experts caution not to count out the deeper Three Forks formation.

In fact, the middle Three Forks reservoir still contains hundreds of millions of barrels of undeveloped recoverable oil, according to two studies recently published by the North Dakota Department of Mineral Resources.

Oil and gas producers have primarily targeted the Middle Bakken formation with horizontal wells since the discovery of the Parshall Field in western North Dakota in 2006.

But operators started targeting the underlying Three Forks Formation as understanding and investment grew in the Williston Basin.

Continental Resources, ConocoPhillips and Chord Energy were the top three producers from the Three Forks during the first half of 2024, according to data from Enverus Intelligence Research.

Through August 2023, North Dakota producers have drilled and completed more than 400 horizontal wells in the middle (2nd) and lower (3rd) Three Forks intervals, producing more than 91 MMbbl of oil, 234 Bcf of natural gas and 106 MMbbl of water, according to the first study.

“These wells have amounted to ~2% of the drilling activity in the Bakken-Three Forks petroleum system, and ~1.7% of the total oil production to date,” authors Timothy Nesheim and Edward Starns wrote in the report.

Most of those projects (360+ wells) have landed in the shallower middle Three Forks bench.

Operators have only landed around 40 laterals in the deeper lower Three Forks. Just six lower Three Forks horizontals have come online since 2014—and none since 2017, “likely due to variable and overall low well production results,” per the report.

Lower Three Forks wells have produced approximately 6.7 MMbbl, 14 Bcf of gas and 11 MMbbl of water through August 2023.

Nesheim and Starns aimed to answer a key question in the first study: Does direct drilling and development of the middle Three Forks reservoir provide additional resource recovery? Or does middle Three Forks co-development only accelerate recovery rates of resources that would have otherwise been recovered by standalone upper Three Forks development?

“If middle Three Forks co-development simply accelerates oil and gas recovery rates, but does not add any long-term resource, then upper Three Forks wells should be less productive in the middle Three Forks co-development area versus upper Three Forks well performance where the middle Three Forks was not co-developed,” they wrote.

The report evaluated historical and future projected oil production from 593 North Dakota horizontal wells across 51 drilling spacing units (DSUs). North Dakota DSUs are typically 1,280 acres, or 2 square miles.

The study focused on northeastern McKenzie County, North Dakota—near the deepest portions of the Williston—where most of the middle Three Forks development has been sited.

Of the 25 DSUs evaluated that contained middle Three Forks horizontals, 17 “exhibited a clear volumetric addition of oil” from the reservoir, according to the study; six did not, and the contributions were unclear for two of the units.

Middle Three Forks Water Cut Map.jpg
Water-cut map of middle Three Forks horizontal wells based upon productive wells drilled and completed through the end of 2019. Middle Three Forks horizontal wells are represented by small black lines. The white outline denotes the main study area. The yellow star denotes the location of Enerplus Resource’s Hognose 152-94-18B-19H-TF. (Source: North Dakota Department of Mineral Resources)

Those 17 DSUs with middle Three Forks development showed an approximate 1 MMbbl to 2 MMbbl uplift in EURs compared to adjacent units without middle Three Forks development.


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Future upside

The first study aimed to demonstrate the incremental productivity of co-developing the middle Three Forks alongside the middle Bakken and upper Three Forks. A second study aimed to define a contiguous area of potential new development for middle Three Forks projects.

Assuming middle Three Forks wells can be drilled in each 1,280-acre DSU, researchers outlined approximately 275,000 acres in northeast McKenzie County where new horizontal wells are most viable.

Not counting existing wells, 604 middle Three Forks horizontals could still be drilled with that immediate prospective area, according to the study. Ultimate EURs for the new projects could range between 165 MMbbl and 410 MMbbl of oil.

“The results of these studies indicate that developing the middle Three Forks in addition to the Middle Bakken and upper Three Forks can increase long-term recovery,” Nesheim and Starns wrote.

Longtime North Dakota producers like Continental Resources and Petro-Hunt have explored the Three Forks’ potential since the mid-2000s.

With the Bakken shale in a later stage of maturity today, some North Dakota producers are touting their future upside in the deeper Three Forks intervals.

Devon Energy Corp. deepened its Williston footprint with a $5 billion acquisition of EnCap portfolio company Grayson Mill Energy last year.

The Grayson Mill acquisition deal added 500 gross undrilled locations and around 300 candidates for refrac projects. Around 80% of the new locations are in the Bakken and 20% were underwritten in the Three Forks.

Last fall, private equity firm Carnelian Energy Capital made an investment in Zavanna LLC, which has around 150 drilling locations across the Bakken and Three Forks.


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