Producers in the Haynesville this year have no doubt endured quite the teeter-totter ride. That’s mostly due to low-down-dirty natural gas prices that have taken a whippin’ stick to operators working their assets off in the nation’s third-largest natural gas basin. Early on in 2024, some of the biggest E&Ps here announced decreasing production or shutting in wells altogether in a wait-and-see to move abundant supplies to gas-hungry Gulf Coast LNG facilities. This, while also awaiting more pipeline capacity to get them there.

Reese Energy Consulting today is following the latest news from the Haynesville, where East Daley Analytics tells us Haynesville operators are sitting on 1.2 BCFD of unused gas production that’s waiting for love and rescue amid a growing inventory of DCUs. East Daley predicts the winter season’s increased LNG demand will trigger gas prices above $3/MMBtu, which is expected to lead to a resurgence in the Haynesville, starting with that 1.2 BCFD of “ready” production coming online ahead of rig-driven supply.

It’s also welcomed news for the basin’s top midstreamers to include Energy Transfer, Williams, and DT Midstream ahead of next year’s startup of Plaquemines LNG, and Cheniere’s Corpus Christi stage 3 expansion that will add seven midscale trains. New cross-border pipeline projects between Texas and La., are currently at play, including Kinder Morgan’s Texas-Louisiana Expansion slated to go online in 2026. Williams’ Louisiana Energy Gateway, which will feed gas from the Haynesville to the Gulf Coast, looks to start service next year. Meanwhile, rumor bees are all abuzz that Dallas Cowboy’s owner Jerry Jones and his Haynesville-centered, Comstock Resources, could be looking to take his company private.