Fayette and Lavaca County TX Oil Activity

Drove by Blackshear this morning (saturday) and noticed they have about 6 Frac Tanks, had 1 on Tuesday. Tanker Trucks are connecting to the frac tanks, on tuesday their were multiple trucks connecting to the 4 storage tanks…and today the flare is off. They should be done with flow back for the most part since they started a week ago.???..any idea why there is more frac tanks ?? They still have 24 hour constant tanker trucks arriving and departing…with not at least 2 more waiting…

I just did screen shot and posted it as reply to my original link. Surprised the PDF showed “private” - I had no problem opening the PDF link just now. Hope the map helps

Blackshear location to EOG Tonkawa well is about 35 miles

That worked thank you!

Post frac flowback - essentially getting the well to be flowing at a rate that is not negatively impacted by frac fluid production - could take weeks if not months (e.g. Permian Basin Spraberry wells take 3-4 months to “clean up” and get to steady O&G rates. This is all formation and area dependent.

A note about the volumes of frac fluid we are talking about - although we don’t know the frac details on the Blackshear, it is safe to assume that operator is pumping about 100 bbls of fluid per foot of lateral (this has become the norm for frac fluid pumping in today’s frac world).

10,000’ lateral and 100 bbls per foot = 1 million bbls of fluid pumped.

That’s a lot of tanker trucks @ 150-175 bbls per load. And lots of disposal costs for that fluid (thinking $2-$3 per bbl).

Those frac storage tanks (trailers / skids) can vary in volume from 150 to 500 bbls per tank capacity. Thinking that there are 400-500 bbl tanks on location to hold the flow back fluids before they can be trucked off

Not all of this frac fluid will be recovered - some is always “lost” to the formation for various reasons.

Also need to consider that frac may have tapped into some formation water that will then start to contribute to the flowing stream of the well

At $.05 - $.08 per bbl to the SWD landowner that would be a pretty good deal Speaking of SWD facilities, the nearest one I can think of is south of Moulton on 95. Can anyone think of anything closer?

Nice mail box money - every truck pulling in is about $10 royalty payment.

The trucks are using the disposal that is about 1 mile north of Moulton on 95…they are just taking fm 532 all the way west..the south Moulton is about 4 miles south so they are using a closer facility.

Apparently EOG is trying to keep a lot of things under wraps still. Very hard to get information from direct sources. However, did get some details. First, went by Blackshear and Francis unit yesterday, sunday. Blackshear flare was huge for a while then simmered down. Francis unit has a sign that it is the Kollessel ?? unit ? Why they have a different name on it i don’t know. EOG has marked the tracts fo 2 new units by the Francis unit. One is to the south west and the other to the east, southeast of francis, and these should be the next EOG units in Lavaca county..never thought they would go that far east that far south, The Lanik unit drilled by Capital Star shows results in March of about 2 million cf gas per day and 7454 bbls of Condensate…but the March totals might not be a full month.. this should be good since this is a Austin chalk well, and I don’t think they frac’d it…this well is southeast of Francis. These chalk wells do not have the huge decline curve eagleford wells have

Now to the information-- heard they have moved close to 1000 trucks of liquid from Blackshear in the last 10 days. Was told Blackshear is “significantly better” than Francis…lot more pressure as well, that is why they added more frac tanks. Told Blackshear unit results has modified Redhawk’s plans, to test more farther north and east than as what was expected. They said this well is an Eagleford well but in the Chalk ?

Also saw where EOG made a huge water reservoir about 20+ feet or so above the ground between Blackshear and Francis..and a little to the west..think it was off of CR 369. Believe this is what they are making on the 81 acre sight on CR 240 NE of Blackshear…just a smidge south of FM532.

Note that this Austin Chalk play is NOT similar to the traditional, shallower AC play located updip / to the NW in this trend. That play is based on natural fractures being the P&P for production. This deep Hz play is tied to frac’ing the AC with large, modern day fluid and proppant volumes.

This approach has been shown to be successful to the NE in this trend as per my earlier posts / map (EOG Tonkawa and Brenham area Magnolia O&G activity)

Note that EOG has been chasing this same AC Hz frac concept in the core on the Eagle Ford trend in areas like Karnes and Gonzales Counties

Is that one sign you saw the “Kohlleffel” Unit. This is an old (1976) Wilcox well (9500’) in this area. Plugged out - but never took the sign down?

See daily production graph for the EOG Tonkawa well to the NE and long trend - same play as the Blackshear et al. Older well, smaller frac.

Best production was 22 million CF per day and not making a bit over 1 million CF per day. 7+ BCF cum production since 2018.

Another thing to consider is that EOG is never going to open the choke on a well to get a headline IP number. As everyone has pointed out, they are going to try to keep things quiet and do things the smart way. So, I would be less interested in IP rates than what the cumulative production rates are over a set period of time once the well has settled in.

If my memory serves me correctly, the EF pinches out further NE so there’s less of a EF target and AC target for stacked laterals, etc. It would be more of an AC target with perhaps some contribution from a thinner EF zone. Since you’re clearly a geo/reservoir background, is my recollection correct?

This is some semi-unrelated information that only makes me feel good because I actually remembered it. Back in 2017 Geosouthern bought a 47 acre tract at the corner of 77 and FM 1383 (the road to Ammannsville) just north of Swiss Alp. Nothing ever happened there but they still own it and at the time the FSNN said that it was for a SWD facility. North of Moulton on 95 is closer in any case but just another bit of information. Fayette CAD Property ID 50132.

Map below shows these GeoSouthern AC laterals north of Interstate 10. More oil / condensate that the present EOG trend. Marginally economic to uneconomic results depending on how one looks at these financials.

Large frac pond common in these frac stimulation trends - expect to see a spider web of surface hoses / transfer lines running in all directions from this pond.

I wonder who is selling their water to EOG to fill this pond? Good deal for them.

A few more comments on the EOG Tonkowa AC completion in far north Colorado County.

Only a 5500’ lateral drilled / TVD in the 14,500-14,700’ range

Frac’d with 2600# proppant and 69 bbls fluid per foot of lateral. This is small compared to 2025 frac approaches.

I would expect between 3500 to 4000# proppant plus 100 bbls per fluid per foot on a 10,000’ or longer lateral on new wells. This should equate to much better initial gas rates.