- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Coaching Changes
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
2026 O&G Exploration – land-side Louisiana – Expectations
Posted on 1/1/26 at 1:53 pm
Posted on 1/1/26 at 1:53 pm
To the O&G folks on the MT…. What are the expectations for new (non-Haynesville) drilling in 2026? I’m particularly interested in the Tuscaloosa Marine Shale. Has the TMS been given the last rites?
Also heard some "barbershop talk" that AI will have a huge positive impact on fracking and a related uptick in drilling activity. Would appreciate your thoughts on this.
Thanks in advance…
Also heard some "barbershop talk" that AI will have a huge positive impact on fracking and a related uptick in drilling activity. Would appreciate your thoughts on this.
Thanks in advance…
This post was edited on 1/1/26 at 2:00 pm
7
Posted on 1/1/26 at 2:09 pm to AllThatJazz
With oil prices where they are currently I think thr TMS is still dead for now. Eagleford refracs and the lowers plays in the Permian are still better economics than the TMS.
Posted on 1/1/26 at 4:03 pm to AllThatJazz
There's been like 3 land rigs in South Louisiana the last 10 years. I don't see anything changing .
Posted on 1/2/26 at 8:37 am to GREENHEAD22
Agree.
TMS has production potential. EOG drilled a well in one of the TMS parishes (Maybe Rapides or Point Coupee?) that made some good oil about ten years ago. Activity in the courthouses picked up as a result.
However, probably going to need oil to be over $80/bbl for renewed interest in that region. The 3rd tier benches in the Permian are worth going after right now over chasing TMS.
TMS has production potential. EOG drilled a well in one of the TMS parishes (Maybe Rapides or Point Coupee?) that made some good oil about ten years ago. Activity in the courthouses picked up as a result.
However, probably going to need oil to be over $80/bbl for renewed interest in that region. The 3rd tier benches in the Permian are worth going after right now over chasing TMS.
Posted on 1/2/26 at 2:37 pm to AllThatJazz
I worked for a company that got involved in the TMS in 2014. At the time, company economics required $80.00 per barrel to break even. Now n 2014, the price went from $114 or so down to the $20s. That killed the prospect and we took a huge loss. I think most companies gave up on the TMS at the time.We had significant issues getting water sources lined up for the fracks. Your future governor helped torpedo an effort to use water from the Amite River. Maybe, none of that is an issue today.
Posted on 1/2/26 at 7:32 pm to AllThatJazz
$55 barrel oil Who’s gonna move with that?
Posted on 1/5/26 at 5:15 am to AllThatJazz
The TMS has oil and a lot of it, but the problem is the formation itself has very high clay content compared to more productive shales. This inhibits the ability to stimulate the rock and keep the hydraulic fracture open so that the oil can produce. The production trends bear this out with decent initial production numbers that quickly fall. A lot of drilling was done early there and companies saw the potential, but as more wells were drilled and the industry learned more about what makes these shale plays, the TMS began to fall out of favor. A few other issues with it as well, but that is the main one. Maybe someone gets an idea, cuts cost way back, or tries a new bit of technology that helps, but it will be high risk venture and good on them if they make it work.
Louisianas best bet for drilling is the Haynesville and other plays in the north that may be nearby to that activity, and then potential for an uplift in new drilling nearshore. There just isn’t much conventional exploration ongoing onshore in the US anymore which is a shame.
Louisianas best bet for drilling is the Haynesville and other plays in the north that may be nearby to that activity, and then potential for an uplift in new drilling nearshore. There just isn’t much conventional exploration ongoing onshore in the US anymore which is a shame.
Posted on 1/5/26 at 9:33 am to AllThatJazz
unlikely for any meaningful E&P
Posted on 1/5/26 at 10:01 am to Reagan80
quote:
Your future governor helped torpedo an effort to use water from the Amite River.
Future Governor? Who's that going to be.
Mention of a governor does bring up another point too, though it's not the main driver. Economics always will be. But the previous and current Governor of Louisiana being buddies with Carmouche, et al and allowing them to have free reign over oilfield litigation with almost no boundaries probably isn't helping motivate operators to try these marginal projects at this time.
Posted on 1/6/26 at 9:03 am to ragincajun03
There is an incredibly large shallow water gas well being drilled right now in the swamp.
TMS / Austin Chalk takes $100+ oil
AI will not have any significant impact on this
Edit: TigerV knows ball
TMS / Austin Chalk takes $100+ oil
AI will not have any significant impact on this
Edit: TigerV knows ball
This post was edited on 1/6/26 at 9:05 am
Posted on 1/6/26 at 10:50 am to Texas Tea 123
I am interested to see how that well comes on. There is still a ton of gas on the shelf/coast and DW GOA. Sustained good NG prices would help a lot in pick up of activity.
Posted on 1/6/26 at 11:55 am to ragincajun03
It was John Bel Edwards, he helped torpedo a water deal withe ACOEs.
Posted on 1/14/26 at 8:10 am to Texas Tea 123
Is that well targeting lower Wilcox? If not which formation?
Posted on 1/14/26 at 8:34 am to GREENHEAD22
Whatever is 30,000-31,000 ft.. they just reached 30,000 ft and filed a permit to go another 1,000 ft. Would imagine production doesn't come for another 6-9 months at the earliest.
Posted on 1/14/26 at 8:44 am to Texas Tea 123
What parish is that rig in?
I have an update on the 12th for 1711322605 that has a rig present in SE Vermillion parish. Scout ticket moved it from drilling to dry hole.
ETA: and another in Vernon parish, but they're at 6k as of the 12th.
I have an update on the 12th for 1711322605 that has a rig present in SE Vermillion parish. Scout ticket moved it from drilling to dry hole.
ETA: and another in Vernon parish, but they're at 6k as of the 12th.
This post was edited on 1/14/26 at 8:47 am
Posted on 1/14/26 at 8:52 am to thegreatboudini
St. Mary I think, it's in the marsh, big ole barge rig.
Posted on 1/14/26 at 9:12 am to GREENHEAD22
Pierre Part is the location
Posted on 1/14/26 at 11:59 am to Texas Tea 123
Pierre Part would be Assumption, no? Looks like, according to Sonris, 11 permitted wells in Assumption from 1/1/2020 to now. Three active producing. The rest are either brine, saltwater injection, and two strat wells east of Belle Rose by River Parish Sequestration.
Six permitted wells in St Mary during that same timeframe. Only one that looks like it would possibly have a rig on location now is one that’s status is currently “Approval to Construct”, permit approved on 9/11/25. Class V well permitted by Onstream CO2 LLC, and GPS puts it just North of the Intracoastal, South of LA 83.
Six permitted wells in St Mary during that same timeframe. Only one that looks like it would possibly have a rig on location now is one that’s status is currently “Approval to Construct”, permit approved on 9/11/25. Class V well permitted by Onstream CO2 LLC, and GPS puts it just North of the Intracoastal, South of LA 83.
Posted on 1/14/26 at 1:28 pm to GREENHEAD22
I still can't believe how quickly IHUB paid out. You'd think we'd see more of that.
Posted on 1/14/26 at 1:36 pm to ragincajun03
Check St. Martin. It is part of the old McMoran UDG wells.
Page 1 of 2
Back to top
Follow TigerDroppings for LSU Football News