Sean Kelly

In addition to providing #naturalgas transportation capacity out of the #Permianbasin, Energy Transfer said its Hugh Brinson #pipeline project is expected to aid the company in becoming a 'premier option' to support #powerplant and #datacenter growth in #Texas. https://lnkd.in/gKUvMTj5 #OGJ #oilandgas #natgas #Permian #EnergyTransfer

Texas Oil & Gas: 3 Game-Changing Advantages of Smart Pricing Benchmarks 1. Supercharge your negotiation muscle. A comprehensive pricing benchmark system arms Texas producers with powerful leverage at the negotiating table: • Access up-to-date, quality-specific transaction prices to determine fair market value • Compare local prices with other Texas regions to uncover more lucrative markets • Leverage historical trends for strategic long-term contract discussions • Gain insights into buyer profiles and market shares to tailor negotiation tactics Armed with this data-driven arsenal, producers can confidently secure better prices for their products. 3. Craft winning pricing strategies. The system enables producers to fine-tune their pricing strategies based on real-time market intelligence: • Identify market cycles and seasonality to optimize sales timing • Use predictive models to estimate future price movements • Analyze price differentials against major indices for strategic positioning • Test various pricing scenarios using historical data This data-driven approach allows producers to develop sophisticated strategies that maximize profitability in Texas' dynamic oil and gas landscape. 3. Boost operational efficiency. A comprehensive benchmark system drives significant improvements in operational efficiency: • Identify areas of underperformance compared to industry peers • Set realistic, data-backed performance goals • Implement best practices observed from top-performing companies • Pinpoint and eliminate cost inefficiencies through competitor comparisons • Gain a competitive edge by identifying and capitalizing on market opportunities By leveraging these insights, producers can streamline operations, reduce costs, and increase their overall competitiveness in the Texas oil and gas market.

Kore Energy Market Report - November 8 On Friday, colder forecasts, high gas-for-power demand, and an undersupplied system pushed up NBP Spot and prompt contracts, with the Day ahead up 3.35p at 106.90p per therm and the front month gaining 3.09p. Oil markets declined as fears over Hurricane Rafael eased, with Brent ending the week down $1.76 at $73.87. Monday continues the bullish trend: December-24 and January-25 contracts rose 1.79p and 1.40p, respectively. Despite cooler weather, the GB gas system is oversupplied. Brent trades steady, down 69 cents to $73.18. Read the Full Report here: https://lnkd.in/emdHQHNj #OilMarket #PowerMarket #GasMarket

When Oil and Gas CEOs Sit Down to Talk Is a Time to Listen  Headline speakers at industry events are the forever premium attraction to draw an audience. Who doesn’t want to hear from the nation’s top oil and gas CEOs sharing their company stories and foresight? But aside from those presentations largely scripted, one-on-one interviews can offer other takeaway gems when energy leaders sit down to address questions. And while we can’t share them all, Reese Energy Consulting today is following the latest two Q&As in case you missed them. They’re worth the read. Alan Armstrong, president and CEO of Tulsa-based pipeline giant Williams, is a familiar figure on the speaker circuit with a whole lot to say about natural gas. He preaches and teaches about the evolving role natural gas plays in today’s energy spectrum and how Williams—a company now more than a century old—continues to rise like cream at the top. In a recent Q&A with McKinsey & Company, Armstrong shared WMB’s acquisition strategy following its recent series of pipeline, gathering and processing, and storage pick-ups that add to its sprawling infrastructure network, saying “Doing deals just to get bigger is a failed strategy.” Maybe not so much for Houston-based E&P Chord Energy, whose February acquisition of Enerplus has been wet-kissed the largest operator in the Williston and now valued at $11 billion. In a Hart Energy interview with Chord’s Danny Brown, the CEO reveals “Getting bigger isn’t always better but there’s more ways to be better if you’re bigger.” Now supersized in the Bakken, Chord operates 1.3 million net acres, reported 168.4 MBOED in 1Q, and not at all entertaining an acquisition trip out of the basin it knows best. What do you think? Learn more about REC and our producer services and midstream consulting at https://lnkd.in/ewhkGFa.

What do you think of Tenaz Energy’s acquisition strategy?? 🦈⚡️ Read the full deep dive at MicroMathCapital.com 👀 #tenazenergy Disclaimer: Not investment advice. MMC analysts own shares in Tenaz Energy. Please do your research before investing

Aethon Energy Wins Deal of the Week Aside from the billion-dollar deals this week in the scene-stealing Permian, a much smaller acquisition in the gas-rich Haynesville might well take the prize for best bargain. Reese Energy Consulting today is following the latest from Dallas-based Aethon Energy, an investment firm and E&P, which has stealthily built its Haynesville position over the last eight years. Back in 2014, large operators there like Shell and Encana Corporation were staking For Sale signs on their assets in a basin that mostly fell into slumber over the next two years. But 2016 brought a Haynesville reawakening. Private operators moved in to nudge the sleeping gas giant, the same year the nation’s first LNG export cargo set sail from La., bound for Brazil, and everyone and their French poodle wanted in on the burgeoning LNG biz. More terminals to build; more gas supplies to feed them. And Aethon’s gas-to-LNG strategy started paying off. The company is currently the Haynesville’s top dog producer—at least until Chesapeake Energy’s merger with Southwestern Energy gets a government kiss. But no matter. Aethon is all eyes on growth now with its shiny new acquisition of Tellurian Inc.’s Haynesville assets for $260 million. And that might well be a steal. Analysts report the sale, which consists of 29,883 net acres, interests in 167 producing wells, and midstream bones, is $100 million less than their book value. Tellurian, which reported $25.5 million in 1Q gas revenues, is cash hungry to help save its beleaguered $25 billion Driftwood LNG project. As part of the deal, the two have signed an HOA that would see Aethon buying 2 MPTA of LNG should Driftwood become a reality. The agreement is non-binding. What do you think? Learn more about REC and our natural gas and LNG consulting services at https://lnkd.in/ewhkGFa.           

Aethon Energy Wins Deal of the Week Aside from the billion-dollar deals this week in the scene-stealing Permian, a much smaller acquisition in the gas-rich Haynesville might well take the prize for best bargain. Reese Energy Consulting today is following the latest from Dallas-based Aethon Energy, an investment firm and E&P, which has stealthily built its Haynesville position over the last eight years. Back in 2014, large operators there like Shell and Encana Corporation were staking For Sale signs on their assets in a basin that mostly fell into slumber over the next two years. But 2016 brought a Haynesville reawakening. Private operators moved in to nudge the sleeping gas giant, the same year the nation’s first LNG export cargo set sail from La., bound for Brazil, and everyone and their French poodle wanted in on the burgeoning LNG biz. More terminals to build; more gas supplies to feed them. And Aethon’s gas-to-LNG strategy started paying off. The company is currently the Haynesville’s top dog producer—at least until Chesapeake Energy’s merger with Southwestern Energy gets a government kiss. But no matter. Aethon is all eyes on growth now with its shiny new acquisition of Tellurian Inc.’s Haynesville assets for $260 million. And that might well be a steal. Analysts report the sale, which consists of 29,883 net acres, interests in 167 producing wells, and midstream bones, is $100 million less than their book value. Tellurian, which reported $25.5 million in 1Q gas revenues, is cash hungry to help save its beleaguered $25 billion Driftwood LNG project. As part of the deal, the two have signed an HOA that would see Aethon buying 2 MPTA of LNG should Driftwood become a reality. The agreement is non-binding. What do you think? Learn more about REC and our natural gas and LNG consulting services at https://lnkd.in/ewhkGFa.