“澳大利亚现状”:页岩矿权

页岩巨头布莱恩·谢菲尔德 (Bryan Sheffield) 和迪克·斯通伯恩纳 (Dick Stoneburner) 将注意力转向澳大利亚。

布莱恩·谢菲尔德 (Bryan Sheffield) 和迪克·斯通伯恩纳 (Dick Stoneburner) 现在是澳大利亚页岩油领域的合伙人。他们的组合已经赢得了 1.38 亿美元的投资,其中 9800 万澳元来自美国私人投资者。(来源:Hart Energy;Shutterstock.com)

提出者:

石油和天然气投资者


第三代野心勃勃的布莱恩·谢菲尔德 (Bryan Sheffield) 创立了专注于二叠纪盆地的 Parsley Energy Inc.,拥有几口垂直井,并在 12 年内将勘探与生产转变为股票和债务承担的 76 亿美元销售。

迪克·斯通伯恩纳 (Dick Stoneburner) 是一位拥有数十年经验的摇滚明星,他参与了 Petrohawk Energy Corp. 早期的海恩斯维尔 (Haynesville) 项目,后来又发展为鹰福特 (Eagle Ford) 项目,并在八年内以 151 亿美元现金和债务承担的价格出售了勘探生产项目。

两人现在是澳大利亚页岩油的合作伙伴。他们的组合已经赢得了 1.38 亿美元的投资,其中 9800 万澳元来自美国私人投资者。(澳元 = 0.66 美元。)

Stoneburner 是 Tamboran Resources Ltd. 的董事长,该公司目前是澳大利亚 Beetaloo 盆地最大的土地持有者(190 万英亩)。谢菲尔德现在是一名私人投资者,是谢菲尔德控股有限责任公司的创始人。

交易是这样的:Origin Energy Ltd. 是康菲石油公司 (ConocoPhillips Co.) 位于澳大利亚昆士兰州柯蒂斯岛液化天然气设施的权益所有者,试图将澳大利亚页岩勘探与生产纳入其投资组合。但今年夏天它选择退出这方面的业务。

进入谢菲尔德和坦博兰,他们也带来了更多的页岩油特许权使用费:Helmerich & Payne Inc.

双方将以 6,000 万澳元的价格收购 Origin 在三个 Beetaloo 盆地许可证(第 98、117 和 76 号区块)中 77.5% 的权益,外加未来生产的 5.5% 的特许权使用费。

他们还同意达成一项为期 10 年的协议,向澳大利亚顶级天然气零售商 Origin 出售高达 36.5 拍焦耳/年(36 Bcf/年)的天然气,并可以选择在 10 年内每年购买两倍数量的天然气。


有关的:

布莱恩·谢菲尔德 (Bryan Sheffield) 投资 1000 万美元支持澳大利亚猎鹰石油天然气公司 (Falcon Oil & Gas)


H&P 已参与该交易的融资,并带来了 The Iron。H&P 诞生于 1920 年,于 1998 年推出了新技术 FlexRig,成为页岩钻探人员的首选。

在 2014 年 11 月后的经济低迷时期,H&P 还保持了二叠纪钻井平台的热度,当时谢菲尔德正在推出新的 IPO 资金,将 Parsley 从米德兰盆地的垂直 Spraberry 生产商转变为水平的 Wolfcamp 开发商。

在 Origin 权益交易中,Tamboran 的 9800 万澳元私募资金包括来自谢菲尔德的 3000 万澳元和来自 H&P 的 2200 万澳元。

Tamboran 与 H&P 签署了一份为期两年的超规格 FlexRig 合同,该钻机很快将开始在 Mid-Velkerri B 页岩进行开发钻探。

Tamboran 首席执行官乔尔·里德尔 (Joel Riddle) 在一次电话会议上对投资者表示:“他们将引进五座现代美国钻井平台中的第一座,这对于我们降低油井成本和在 Beetaloo 钻探超长水平井的能力至关重要。”向前。”

支管的最终目标长度将达到 4,000 m(13,000 英尺)。

H&P 总裁兼首席执行官约翰·林赛 (John Lindsay) 表示,进入澳大利亚是为了将非常规摇滚 FlexRigs 推广到海外。

不过,目前,一家澳大利亚钻机运营商将在 Tamboran 的水平 Amungee 2H 和 3H 钻井,预计总成本为 8000 万澳元。压裂作业将分为 20 个阶段,每个阶段 1,000 米。

Riddle 表示,目标是将油井成本控制在 2000 万澳元以下。“这个 H&P 设备确实能让我们做到这一点。”

Netherland Sewell & Associates Inc.(也是美国石油和天然气特许权使用费)是坦博兰的储量审计员。据报告,在与 Origin 关闭后,Tamboran 的预计预期天然气资源量约为 147 Tcf,2C 或有天然气资源量净值为 1.5 Tcf。

迄今为止,有关 Beetaloo 矿区的信息是,Mid-Velkerri B 拥有良好的干气系统,并且整个控股公司的测试数据显示其性能与“美国一些非常成功的页岩气开采区相似”。在一份声明中说。

“我相信这种多层次的资源开发有可能复制二叠纪盆地,并成为解决全球能源危机的解决方案之一。”

除了与坦博兰以 50:50 的比例就 Origin 地产达成的协议外,谢菲尔德还拥有坦博兰 9.3% 的投票权。

总部位于爱尔兰的 Falcon Oil & Gas Ltd. 持有 Origin 的 Beetaloo 区块 22.5% 的权益,该公司放弃了 Origin 收购的优先权,将其交给坦博兰和谢菲尔德。

这张通行证听起来很聪明,就像沃伦·巴菲特夫妇想把你未经改良的房产变成价值数十亿美元的房地产时可能会说的那样:“当然可以。” 继续吧。”

原文链接/hartenergy

‘Now Do Australia’: Shale Royalty

Shale royalty Bryan Sheffield and Dick Stoneburner shift their attention to Australia.

Bryan Sheffield and Dick Stoneburner are now partners in Australian shale. And their combination is winning investment dollars—A$138 million already with A$98 million of that from private U.S. investors. (Source: Hart Energy; Shutterstock.com)

Presented by:

Oil and Gas Investor


Third-generation wildcatter Bryan Sheffield founded Permian-focused Parsley Energy Inc. with a handful of vertical wells and turned the E&P in 12 years into a $7.6 billion sale in stock and debt assumption.

Dick Stoneburner, a multidecade rockstar, was part of taking Petrohawk Energy Corp. to the early days of the Haynesville, then the Eagle Ford, selling the E&P in eight years for $15.1 billion in cash and debt assumption.

The pair are now partners in Australian shale. And their combination is winning investment dollars—A$138 million already with A$98 million of that from private U.S. investors. (A$ = US$0.66.)

Stoneburner is chairman of Tamboran Resources Ltd., now the largest acreage holder (1.9 million) in Australia’s Beetaloo Basin. Sheffield, a private investor these days, is founder of Sheffield Holdings LP.

Here’s the deal: Origin Energy Ltd., an interest-owner with ConocoPhillips Co. in the Curtis Island, Queensland, Australia, LNG facility sought to add Australian shale E&P to its portfolio. But it opted this summer to exit that side of the business.

Enter Sheffield and Tamboran—and they’ve brought along more shale royalty too: Helmerich & Payne Inc.

The pair is closing the purchase of Origin’s 77.5% interest in three Beetaloo Basin permits (blocks 98, 117 and 76) for A$60 million, plus 5.5% royalties on future production.

They also agreed to a 10-year deal to sell up to 36.5 petajoules/year (36 Bcf/year) to Origin, which is a top Australian gas retailer, and an option to buy up to twice that amount per year for 10 years.


RELATED:

Bryan Sheffield Backs Australia’s Falcon Oil & Gas with $10 Million Investment


H&P has entered on the funding side of the deal—and is bringing The Iron. Born in 1920, H&P rolled out the new-tech FlexRig in 1998 that became the go-to among shale drillers.

H&P also kept its rigs hot-stacked in the Permian during the post-November 2014 downturn as Sheffield was rolling out new IPO capital to convert Parsley from a vertical Spraberry producer in the Midland Basin into a horizontal Wolfcamp developer.

In the deal for Origin’s interest, Tamboran’s A$98 million in private placements includes A$30 million from Sheffield and A$22 million from H&P.

With H&P, Tamboran signed a two-year contract for a super-spec FlexRig that will soon be getting to work on development drilling in the Mid-Velkerri B shale.

Joel Riddle, Tamboran CEO, told investors in a conference call, “They will be bringing in the first of five modern U.S. rigs that will be very critical for our ability to drop well costs and to drill very long horizontal wells in the Beetaloo moving forward.”

The laterals will eventually target up to 4,000 m (13,000 ft) in length.

H&P president and CEO John Lindsay said the Australian entry is toward rolling out the unconventional-rock FlexRigs abroad.

For now, though, an Australia-based rig operator will be drilling Tamboran’s horizontal Amungee 2H and 3H at an estimated combined cost of A$80 million. The frac jobs will be up to 20 stages in 1,000 m each.

Riddle said the target is to get well costs under A$20 million. “This H&P rig really will allow us to do that.”

Netherland Sewell & Associates Inc. (also U.S. oil and gas royalty) is Tamboran’s reserves auditor. It reported estimated prospective gas resources of some 147 Tcf and 2C contingent gas resources of 1.5 Tcf net to Tamboran upon closing with Origin.

Known to date about the Beetaloo property is that the Mid-Velkerri B has a good dry-gas system and data from tests across the holding show properties similar “to some of the highly successful shale gas plays in the United States,” Sheffield said in a statement.

“I believe this multistacked resource play has the potential to replicate the Permian and be one of the solutions to address the global energy crisis.”

In addition to the 50:50 deal with Tamboran on the Origin property, Sheffield has a 9.3% voting interest in Tamboran shares.

Ireland-based Falcon Oil & Gas Ltd., which holds 22.5% interest in Origin’s Beetaloo blocks, waived first dibs on the Origin buyout, letting it go to Tamboran and Sheffield instead.

The pass sounds smartly like what one might say if a couple of Warren Buffett’s want to turn your unimproved property into multibilliondollar real estate for you: “Sure. Go ahead.”