Haynesville shale play in northeastern Texas and northwestern Louisiana reached new highs with gas production reaching ~16.8 Bcf/d in April 2023 equivalent to ~17% of all U.S. dry natural gas production. More impressive is the 11 Bcf/d growth in gas production achieved since getting a new lease of life in 2017- that is staggering whichever way you look at it. Haynesville is now the third-largest shale gas-producing play in the United States just behind the Marcellus/Utica play in the Appalachian Basin and associated gas from the Permian Basin. Haynesville’s success can be attributed to several factors. Drastic improvements in good performance have helped grow production since the start of 2017. Specifically, improved designs in well completions in 2016 are cited as having brought about the step change in good performance and consistent growth which continues to date.

However, rising gas production does no good to the producers or downstream gas markets if midstream infrastructure doesn’t grow in lockstep. While in the past Haynesville has seen its share of low gas prices due to pipeline constraints, since 2020, the gas takeaway from Haynesville has kept up with supply by timely expanding pipelines and building new pipelines. Enkon routinely analyses natural gas supply and pipeline takeaway capacity balance and advises clients on gas marketing strategies. A detailed pipeline-by-pipeline analysis is required to assess capacity constraints on key corridors that bring gas into and take gas away from Haynesville. As seen from the graphic below, the total inbound corridor capacity into Haynesville is ~13 Bcf/d while the outbound corridor capacity is ~20 Bcf/d taking gas to USGC LNG markets as well as Southeast gas markets.