Tight Oil USA

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Re: Tight Oil USA

Message par energy_isere » 02 nov. 2018, 10:17

Encore un article sur le manque de rentabilité (et même des pertes) des exploitants de shale Oil aux US :

U.S. Shale Has A Glaring Problem


By Nick Cunningham of Oilprice.com
October 24th, 2018

Oil prices are down a bit, but are still close to multi-year highs. That should leave the shale industry flush with cash. However, a long list of U.S. shale companies are still struggling to turn a profit.

A new report from the Institute for Energy Economics and Financial Analysis (IEEFA) and the Sightline Institute detail the "alarming volumes of red ink" within the shale industry.
.........
http://321energy.com/editorials/oilpric ... 02418.html

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Re: Tight Oil USA

Message par energy_isere » 08 déc. 2018, 20:18

Suite de ce post du 20 nov 2016.http://www.oleocene.org/phpBB3/viewtopi ... 92#p395592

Le Wolfcamp basin au Texas ça n'est plus 20 milliards de barils mais 46 milliards de barils selon l'USGS !!

Permian Oil Reserves May Be Twice As Big As We Thought
By Irina Slav - Dec 07, 2018,

The U.S. Geological Survey has revised the technically recoverable reserves in the Wolfcamp Basin, in the Permian shale play, to 46.3 billion barrels of crude and 281 trillion cu ft of natural gas. That’s up from 20 billion barrels of crude and 16 trillion cu ft of gas in recoverable reserves in late 2016.

It’s worth noting, however, the new estimate also includes the Bone Spring formation that makes up part of the Delaware Basin in the Permian. This is the first time this formation is included in the USGS oil and gas reserves assessment.

Recoverable reserves are calculated based not just on exploration results and geology but also on the price level that makes the oil and gas commercially viable for extraction. The USGS carried out its revision earlier this year, so it must have reflected the improvement in oil prices, notably West Texas Intermediate that has now largely disappeared, sparking worry about the sustainability of production growth, which has been steady throughout the year.

The national total hit 11.7 million bpd last month, an all-time high and also the highest in the world and the Permian was the major driver behind this growth. It is the shale play that produces the most oil and also boasts the fastest rate of production growth: in November the Permian yielded 3.63 million bpd of crude and the Energy Information Administration expects this to rise further to 3.695 million bpd this month.

So, the Permian is already a star, but now it will shine more brightly. The USGS numbers mean it is the largest single reservoir of oil and gas in the United States and one of the largest on a global scale.
https://oilprice.com/Energy/Crude-Oil/U ... imate.html

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Re: Tight Oil USA

Message par energy_isere » 09 déc. 2018, 10:16

Un peu plus d'info sur la news au dessus.
Permian Delaware’s Wolfcamp, Bone Spring Assessed as Largest-Ever Unconventional Province

Carolyn Davis December 7, 2018

The Permian Basin’s Wolfcamp and Bone Spring formations in the Delaware sub-basin contain an estimated mean of 46.3 billion bbl of oil, 281 Tcf of natural gas and 20 billion bbl of natural gas liquids (NGL) of undiscovered, technically recoverable resources, making it the largest continuous reserves assessment ever, the U.S. Geological Survey (USGS) said.

Image

A previous assessment was done of the Permian’s conventional resources, often produced using vertical drilling. The new assessment of the Delaware was specifically for continuous resources, i.e. formations unearthed using horizontal drilling and hydraulic fracturing, such as shale, limestone and tight resources.

"Christmas came a few weeks early this year," Interior Secretary Ryan Zinke said. "American strength flows from American energy, and as it turns out, we have a lot of American energy. Before this assessment came down, I was bullish on oil and gas production in the United States. Now, I know for a fact that American energy dominance is within our grasp as a nation."

Technology advancements are responsible for the over-the-top assessment, USGS Director Jim Reilly said.

“In the 1980’s, during my time in the petroleum industry, the Permian and similar mature basins were not considered viable for producing large new recoverable resources,” Reilly said. “Today, thanks to advances in technology, the Permian Basin continues to impress in terms of resource potential.

“The results of this most recent assessment and that of the Wolfcamp formation in the Midland Basin in 2016 are our largest continuous oil and gas assessments ever released. Knowing where these resources are located and how much exists is crucial to ensuring both our energy independence and energy dominance.”

The Delaware assessment of the Wolfcamp Shale and Bone Spring is more than two times larger than the USGS assessment of the Midland sub-basin in West Texas two years ago. The Midland portion of the Wolfcamp was determined to contain an estimated mean of 20 billion bbl of oil, 16 Tcf of associated natural gas and 1.6 billion bbl of NGL.

Oil and gas companies working in the Permian are producing using both traditional vertical well technology and horizontal drilling and fracturing.

The Permian province includes a series of basins and other geologic formations in West Texas and southeastern New Mexico, and today is the most productive area in the entire United States, both onshore and offshore.

“The results we’ve released...demonstrate the impact that improved technologies such as hydraulic fracturing and directional drilling have had on increasing the estimates of undiscovered, technically recoverable continuous (i.e., unconventional) resources,” said USGS’ Walter Guidroz, program coordinator of the Energy Resources Program.

Undiscovered resources are those that are estimated to exist based on geologic knowledge and already established production, while technically recoverable resources are those that may be produced using currently available technology and industry practices. Whether or not it is profitable to produce these resources is not part of the USGS evaluation.

USGS is the only provider of publicly available estimates of undiscovered technically recoverable oil and gas resources of onshore lands and offshore state waters. The Delaware Wolfcamp and Bone Spring assessment was undertaken as part of a nationwide project assessing domestic petroleum basins using standard methods and protocols.
https://www.naturalgasintel.com/article ... l-province

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Re: Tight Oil USA

Message par energy_isere » 11 déc. 2018, 07:50

La baisse du baril va mettre un coup de frein sur le développement des Oil shales tazus.

Oil Price Slide Puts The Brakes On U.S. Shale Growth

By Tsvetana Paraskova - Dec 06, 2018,

.....

The recent price slide, by around 30 percent from four-year highs in early October, has brought down WTI Crude prices dangerously close to the wellhead breakeven prices in many U.S. shale areas.

The lower prices may lead to a slowdown in drilling activity and lower investments in the shale patch, U.S. oil industry executives and analysts say.

U.S. shale drilling may soon start to show slowdown in activity, Gary Heminger, Chairman and CEO at Marathon Petroleum Corporation, told FOX Business on Wednesday.

“If you look at the Canadian producers, when you’re looking at the wide spreads of the Western Canadian Select versus WTI, you look at some of the real cost to get some of the crude out of the Bakken because the pipelines are full – I think we are going to start seeing a slowdown in drilling if they don’t see some prices turn around,” Heminger warned, but noted that he doesn’t expect the slowdown to be “dramatic”.

The U.S. shale patch has managed to significantly cut wellhead breakeven prices since the oil price crash of 2014. Yet, its capital expenditure plans for 2019 may be derailed by $50 oil—a reality few had conceived of just two months ago, when the market was spooked by Iranian oil supply plunging to zero, or at least to much lower than the currently some 1.2 million bpd still being exported out of Iran.

According to an analysis of Rystad Energy ShaleWellCube, carried by Reuters, the wellhead breakeven prices for 2018 are on average $47.68 in the Eagle Ford, $44.13 in the Bakken, $42.76 in the Permian Midland, $37.94 in the Permian Delaware, and $32.22 in Niobrara.
......
https://oilprice.com/Energy/Energy-Gene ... rowth.html

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Re: Tight Oil USA

Message par CP3 » 12 déc. 2018, 05:19

A voir que le taux de retour énergetique du puisement d' un reservoir d' energie est biensûre basé sur toute l' energie utilisée pour la réalisation des infrastructures ( Fabrication des camions , des appareils de forages , des routes et pipelines, mise en place ) necessaire à l' exploitation ainsi que biensure sur toute l' energie utilisée pour le bon fonctionnement de l' exploitation elle-même . Mais c' est aussi ( et c' est ce qu' on a tendance à oublier voir à ne même pas prendre en compte dans les calculs officiels ) :toute l' energie consommée directement ou indirectement par toutes les personnes physiques qui travaillent dans le secteur désigné . Par exemple un technicien ou une secretaire travaillant pour ce secteur ont comme tout le monde un mode de vie . Ils vont donc consommer de l' energie ( directement et indirectement ) commne tout bon citoyens des pays industrialisés . Cette energie est donc également à déduire pour un bon calcul de l' Eroi .Or ,concernant le secteur de la production du petrole de schiste américain , on sait qu' il est tres endetté ( bcp plus que les autres secteurs ) ,c' est à dire que bcp plus d' argent que dans les autres secteurs vont alimenter des modes de vie et donc necessiter une dépense d' energie encore plus importante pour une quantité de pétrole produite . Le fort endettement du secteur du petrole de schiste est donc un des signes révélateur comme quoi l' Eroi de ce type de pétrole est plombé .

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Re: Tight Oil USA

Message par energy_isere » 20 déc. 2018, 01:16

Oil shale pour les majors : Go, Go, Go !
Big Oil Doubles Down On Shale Despite Price Drop

By Irina Slav - Dec 12, 2018,


It’s the time of the year when oil companies start announcing their budgets for next year and besides a steady albeit guarded optimism, one thing stands out: oil majors are doubling down on their shale endeavors.

Chevron, ConocoPhillips, and Hess Corp all announced their capex plans for next year in the last few days and all three have big plans for U.S. shale. In fact, Conoco said it would allocate half of its budget on onshore operations in the United States, while Hess Corp said the bulk of its US$1.89 billion production growth budget, or US$1.425 billion, would be poured into the Bakken play.

Chevron has earmarked US$3.6 billion for expanding its production in the Permian and another US$1.6 billion will be invested in other shale plays in the United States. That makes a total of US$5.2 billion for U.S. shale, which is substantially higher than this year’s budget of US$4.3 billion.

Anadarko, which made its 2019 spending plans public last month, said it planned to allocate more than two-thirds of its 2019 budget to shale operations, with a particular focus on the Delaware Basin in the Permian and the DJ basin in Colorado.

According to Bloomberg, shale has become “a safe haven” for Big Oil amid the recent increased volatility in prices. The argument is that shale production costs are much lower than a few years ago and combine with the opportunity for a steady production increase and quicker returns than conventional projects.

The recent assessment of the U.S. Geological Survey of the recoverable reserves in the Wolfcamp basin must have added fuel to Big Oil’s shale enthusiasm. The authority estimated that the Wolfcamp basin, together with the Bone Spring formation, also in the Permian, hold the largest reserves of oil and gas ever uncovered, at 46.3 billion barrels of crude and 281 trillion cu ft of natural gas. Great news for those who have the cash to expand in the area. Not all are so enthusiastic, however.
......
https://oilprice.com/Energy/Energy-Gene ... -Drop.html

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Re: Tight Oil USA

Message par energy_isere » 23 déc. 2018, 15:42

EXXON est le plus gros foreur du moment dans le Permian.
Exxon Becomes Permian Drill Chief

by Bloomberg|Kevin Crowley|Tuesday, December 18, 2018

Exxon Mobil Corp. has overtaken rivals to become the most active driller in the Permian Basin, showing the urgency with which the world’s biggest oil company by market value is pursuing U.S. shale.

After a slow start in the West Texas and New Mexico basin, Exxon is now operating more drilling rigs than Concho Resources Inc., which merged with RSP Permian Inc. earlier this year to create one of the biggest Permian-focused explorers, according to statistics from RigData Inc. supplied to Bloomberg Intelligence.

It’s not hard to see why the Permian has become so important to Exxon. A series of strategic mistakes sent the oil giant’s overall production careening to a 10-year low by the middle of this year. Drilling wells in the the Permian, the world’s premier shale field, yields low-cost oil in months rather than the years required for megaprojects to begin producing crude.

“They need to get the production and returns back up, and the Permian is where you can ramp up the fastest,” said Fernando Valle, a New York-based analyst at Bloomberg Intelligence.

Exxon isn’t alone in tapping U.S. shale after years of pursuing overseas resources. Chevron Corp. will spend the highest portion of its capital budget at home in at least a decade. The Permian now accounts for about 10 percent of Chevron’s overall production.
.....
https://www.rigzone.com/news/wire/exxon ... 9-article/

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Re: Tight Oil USA

Message par energy_isere » 07 janv. 2019, 11:12

La productiondu bassin du Permian à 3.8 millions de b/j !

Permian Basin oil production slowly crept back up to one million BPD in 2010, and then hydraulic fracturing sent production soaring. By the end of 2018, production had reached 3.8 million BPD, vaulting the Permian into second place among the world’s leading oil fields. In under a decade — and after already producing oil for a hundred years — Permian Basin production has increased by 3 million BPD:

Image
Permian Basin oil production 2007-2018

Extrait de https://oilprice.com/Energy/Energy-Gene ... Field.html

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Re: Tight Oil USA

Message par yvesT » 08 janv. 2019, 09:31

Ralentissement du "rig count" aux US :
https://oilprice.com/Energy/Crude-Oil/N ... wdown.html

Et à ce propos, vraiment impressionnant de se balader en 'google maps" au dessus du Permian par exemple :
https://www.google.com/maps/@32.0103317 ... a=!3m1!1e3

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Re: Tight Oil USA

Message par GillesH38 » 08 janv. 2019, 16:35

effectivement impressionnant ... donc si j'ai bien compris , chaque puit épuise rapidement la poche qui est en dessous , donc les réserves seront épuisées quand on aura tout recouvert !!! au moins ce sera facile à voir.

Je me demande comment les archéologues du futur vont interpréter ça : un jeu de go géant ? :-D
- Je suis Charlie - "I do not see any harm in people making money if it leads to a lower carbon society " R.K. Pachauri, président du GIEC, interview du 6 mai 2008 à Emirates Business.

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Re: Tight Oil USA

Message par energy_isere » 08 janv. 2019, 19:29

yvesT a écrit :
08 janv. 2019, 09:31
Et à ce propos, vraiment impressionnant de se balader en 'google maps" au dessus du Permian par exemple :
https://www.google.com/maps/@32.0103317 ... a=!3m1!1e3
yes, et cette map est juste à coté de MIDLAND que j' avais cité ici
http://www.oleocene.org/phpBB3/viewtopi ... 9#p2277539
dans le reportage sur Arte :)

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Re: Tight Oil USA

Message par energy_isere » 08 janv. 2019, 19:58

en se promenant et zoomant sur le lien au dessus, on peut carrément voir les puits ! (leur ombres en plus net, le soleil ne devant pas étre à la verticale visiblement)

Image

et ici peut étre du stockage de produits de fracking, plus un autre puits en bas à droite.

Image

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Re: Tight Oil USA

Message par Glycogène » 08 janv. 2019, 22:46

Plus haut il y a des champs circulaires : https://www.google.com/maps/@32.4590803 ... a=!3m1!1e3
Du land-art à l'échelle d'un pays.

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Re: Tight Oil USA

Message par Jeuf » 09 janv. 2019, 09:35

en se promenant et zoomant sur le lien au dessus, on peut carrément voir les puits ! (
ou on peut se promener avec google street pour voir du sol.

Curieux paysages en effet. Les champs circulaires doivent produire beaucoup de nourriture, mais à quel coût énergétique?
Il semble qu'ils produisent essentiellement de la nourriture pour les grand parc à vaches qu'on voit aussi, où elles sont entassées à plusieurs milliers sur quelques hectares. Elles ne voient jamais l'herbe. On n'a pas ça en France, à ma connaissance (s'il y a concentration de vaches sur de la terre battue, c'est dans des abris)
Dernière modification par Jeuf le 09 janv. 2019, 11:27, modifié 1 fois.

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Re: Tight Oil USA

Message par GillesH38 » 09 janv. 2019, 09:48

c'est aussi impressionnant de voir à quel point des villes sont complètement cernées par les installations pétrolières, qui quadrillent même l'intérieur des lotissements ... :shock: :shock:

https://goo.gl/maps/TwvyuRLVAdo

on se dit qu'il n'y a aucune chance effectivement que de telles industries se développent en dehors des Etats Unis.
- Je suis Charlie - "I do not see any harm in people making money if it leads to a lower carbon society " R.K. Pachauri, président du GIEC, interview du 6 mai 2008 à Emirates Business.

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