Alternatives

October 1, 2023

E&P Fourth Quarter 2023

Haynesville

Executive Summary

Haynesville production held-up reasonably well during the 2023 review period, particularly considering the sharp fall-off in the basin’s rig count.  Despite the Henry Hub natural gas front month futures prices ending the year well below their starting point, the outlook for the Haynesville basin is favorable.  Bhautik Gajera, writing for ADI Analytics, notes that Haynesville production is anticipated to continue growing due to rising demand from LNG facilities and petrochemical plant development along the U.S. Gulf Coast.  In addition, Gajera notes that while existing Haynesville-to-Gulf Coast pipelines are adequate for 16 Bcf/d capacity, three new pipelines to support LNG facilities under development will add 5 Bcf/d of capacity by the end of 2024.  

Download the full newsletter

Download
Download the newsletter

Continue Reading

The Emerging Nexus of Data Centers, Excess Natural Gas, and Produced Water - Part I
The Emerging Nexus of Data Centers, Excess Natural Gas, and Produced Water: Part I
The intersection of growing data center power demand and abundant associated natural gas presents a strategic opportunity to align energy supply with digital infrastructure. Co-located generation models may enhance efficiency while supporting more stable, infrastructure-like valuation outcomes.
Mineral Aggregator Valuation Multiples Study Released-Data as of 03-10-2026
Mineral Aggregator Valuation Multiples Study Released

With Market Data as of March 10, 2026

Mercer Capital has thoughtfully analyzed the corporate and capital structures of the publicly traded mineral aggregators to derive meaningful indications of enterprise value. We have also calculated valuation multiples based on a variety of metrics, including distributions and reserves, as well as earnings and production on both a historical and forward-looking basis.
Themes from the Q4 2025 Energy Earnings Calls
Themes from the Q4 2025 Energy Earnings Calls
Fourth quarter 2025 earnings calls suggest an industry preparing for a transitional 2026, emphasizing organic inventory expansion, structural natural gas demand growth, and tightening service market fundamentals. Management teams appear focused less on short-term volatility and more on positioning for the next upcycle.

Cart

Your cart is empty