Locator: 49835B.
Meme: only tool in the Democrat's toolbox -- shutting down the government when they don't get their way.
Payback is hell: Booz Allen Hamilton. US Treasury ends contracts with Booz Allen Hamilton. Story just breaking. No links available yet but will show up later. Let's check x! Yup: link here.
AI buildout: it's five-layerered cake -- Jensen Huang. Link here.
The end of apps as a cash cow for generators -- will be replaced by the chatbots. Same link.
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Back to the Bakken
WTI: $60.79.
New wells reporting:
- Tuesday, January 27, 2026: 44 for the month, 44 for the quarter, 44 for the year,
- None.
- Monday, January 26, 2026: 44 for the month, 44 for the quarter, 44 for the year,
- 41385, conf, Hess, GN-Stundal-158-97-1819H-4,
- 41309, conf, BR, Sandie 4A MBH,
- 39803, conf, BR, Carlsbad 4C,
- Sunday, January 25, 2026: 41 for the month, 41 for the quarter, 41 for the year,
- 41384, conf, Hess, GN-Stundal-158-97-1819H-3,
- 41351, conf, Hess, GO-Dustin Brose-156-98-2932H-4,
- Saturday, January 24, 2026: 39 for the month, 39 for the quarter, 39 for the year,
- 41308, conf, BR, Sandie 3A MBH,
- 40079, conf, Devon, Cuda 14-26F 5H,
RBN Energy: new pipelines push more Haynesville natura gas south to meet LNG demand. Link here. Archived.
Haynesville natural gas production is heading back to record levels thanks to growing LNG demand and new pipelines designed to move gas from north to south in Louisiana. Since last summer, two new pipelines, Momentum’s NG3 and Williams’s Louisiana Energy Gateway (LEG), have been pushing production east and pulling more gas south to serve LNG demand in the area near Lake Charles. In today’s RBN blog, we’ll preview some of the topics we’ll be covering regularly in our new weekly NATGAS Haynesville report by taking a closer look at how LEG and NG3 are reshaping the market.
The Haynesville Shale is one of the most consequential gas basins in the U.S., especially as LNG exports along the Gulf Coast continue to grow (see Sitting, Waiting, Wishing). One of the first shale basins to be extensively exploited with unconventional drilling techniques, the Haynesville burst onto the scene in 2008 during the early days of the Shale Revolution. While the Appalachian Basin is the largest gas producer, and the Permian the fastest-growing, the Haynesville stands out for three significant reasons. First, its location in Northwest Louisiana and Northeast Texas puts it in a sweet spot, nestled close to Gulf Coast LNG export facilities and well positioned to serve rising power demand across the Southeast. Second, unlike the Permian and Appalachian basins, the Haynesville isn’t boxed in by infrastructure and pipeline constraints. It has spare pipeline capacity (though that does not mean that all the gas can get to the most ideal markets), which means producers can ramp up output in the near term without waiting for new infrastructure. Finally, the basin is extremely responsive to Henry Hub prices, perhaps more so than any other basin in the U.S. When prices are high, production climbs; when prices are low, it pulls back. That makes the Haynesville one of the country’s most effective swing producers.
As LNG demand grows and puts upward pressure on Henry Hub prices, the Haynesville is poised to respond. Production in the basin peaked in May 2023, just shy of 16.5 Bcf/d, following the extremely high Henry Hub pricing in 2022 (teal line and left axis in left graph in Figure 1 below). The rig count (orange line and right axis) peaked in late 2022, reaching 75, before producers scaled back in response to lower prices in 2023 and 2024. The rig count began climbing again last year and stands at 46 as of mid-January. Production fell from the May 2023 peak to just above 13 Bcf/d at the end of 2024 (sum of gold and green layers in graph to right) before beginning to climb again last year. Current production is around 16 Bcf/d, and we expect output to keep rising this year, topping the previous record by spring. Once new takeaway capacity comes online, it will push even higher from there as the new pipelines begin to fill.
