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Nat Gas Operators (Comstock/Apex/Expand [Former CHK])
Posted on 6/15/26 at 10:51 pm
Posted on 6/15/26 at 10:51 pm
Background, I do frac chemical additives and sell directly to operators. Was at a meeting with one Delaware/powder river basin customer last week.
He told me to go full court press on the haynesville Nat gas guys because their breakeven costs are sub $1.50 per mcf.
Any other engineers in oil and gas work for these guys to back that up?
He told me to go full court press on the haynesville Nat gas guys because their breakeven costs are sub $1.50 per mcf.
Any other engineers in oil and gas work for these guys to back that up?
5
Posted on 6/15/26 at 11:59 pm to SenorJuan
Thank you for the tip
ETA: I had posted a long reply about how oil and gas stocks underperform because the blackrocks of the world don’t invest in them under the guise of “climate” which really means “cheap energy benefits the common man more than the rich” which is bad in their eyes but that paradigm may be changing due to the data centers. I also said something about how the industry is democratic and merit based which the funds also hate because they only want their fellow vampires to succeed
Now that oil and gas can hurt the common man more than help him maybe they will go up in the future
ETA: I had posted a long reply about how oil and gas stocks underperform because the blackrocks of the world don’t invest in them under the guise of “climate” which really means “cheap energy benefits the common man more than the rich” which is bad in their eyes but that paradigm may be changing due to the data centers. I also said something about how the industry is democratic and merit based which the funds also hate because they only want their fellow vampires to succeed
Now that oil and gas can hurt the common man more than help him maybe they will go up in the future
This post was edited on 6/16/26 at 7:26 am
Posted on 6/16/26 at 2:25 am to SenorJuan
It was always the best factory gas play, location, gas is place, infrastructure.
Posted on 6/16/26 at 6:45 am to SenorJuan
The landmen in Caddo Parish have been pushing for mineral rights hard lately.
Posted on 6/16/26 at 7:06 am to SenorJuan
An Expand co man told me they produce/supply about 15% of NG for the U.S.
Posted on 6/16/26 at 7:54 am to SenorJuan
quote:
He told me to go full court press on the haynesville Nat gas guys because their breakeven costs are sub $1.50 per mcf.
breakeven for Haynesville is still in $2.50-$2.80 range
Posted on 6/16/26 at 1:31 pm to Salmon
Haynesville has higher break evens, in general, but the wells are gigantic. That makes it the most price-sensitive source of gas. When gas hits $4, you'll see the Haynesville start moving. Otherwise it's fairly measured growth.
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