UPDATE: Petrohawk Energy 1Q Output Rises 14% Over 4Q
April 21 2009 - 12:27PM
Dow Jones News
Petrohawk Energy Corp. (HK) said Tuesday that first-quarter
production rose 14% from the previous quarter and 58% from a year
earlier, and reported encouraging shale-gas drilling results.
The Houston natural gas and oil company said first-quarter
output averaged 412 million cubic feet of gas equivalent a day.
Petrohawk stuck by its forecast for a 40% rise in production this
year over last, adding it expects second-quarter output to average
between 420 million and 430 million cubic feet of gas equivalent a
day.
The company, which specializes in drilling for gas in tight,
shale-rock formations such as the Haynesville Shale in Texas and
Louisiana, the Fayetteville Shale in Arkansas and the Eagle Ford
Shale in South Texas, also stuck by its $1 billion capital budget
for the year. Last October, Petrohawk cut its 2009 capital budget
by a third to $1 billion, joining several other big gas producers
like Chesapeake Energy Corp. (CHK) in reining back spending as gas
prices plunged and credit markets dried up.
Gas for May delivery traded on the New York Mercantile Exchange
was recently down 3.4 cents, or 0.9%, at $3.506 a million British
thermal units, close to a six-and-a-half-year low. Gas futures
prices have dropped by nearly three-fourths since July, as
industrial demand has crumbled amid the recession, just as a flood
of new U.S. supplies - especially from shale formations - entered
the market.
Petrohawk said in a press release that the average initial
production rate for the wells it operates in the Haynesville Shale
- excluding two wells with mechanical failures - is around 18
million cubic feet of gas equivalent a day.
The company also said measurements taken from wells drilled in
part of the Eagle Ford Shale indicate "this particular area is one
of the highest quality shale reservoirs discovered to date in the
United States." The company raised its ultimate recovery assumption
for wells in the play to a midpoint of 5.5 billion cubic feet of
gas equivalent per well.
"The economics of this play challenge the Haynesville and just
about any other shale play," Petrohawk Chief Executive Floyd Wilson
said at a conference in New York Tuesday.
The positive drilling results in the Haynesville and Eagle Ford
Shales "illustrate the tremendous upside to production and reserves
that the company has captured in its acreage position," Macquarie
Research analyst Jason Gammel wrote in a note to clients.
Though the company is always looking for opportunities, Wilson
told Dow Jones Newswires on the sidelines of the conference that
Petrohawk wasn't interested in entering costly bidding wars for
assets, with no new acreage acquisitions on the immediate
horizon.
After falling earlier in the session, shares of Petrohawk were
recently up 19 cents, or 0.93%, at $20.55 apiece.
-By Mark Long, Dow Jones Newswires; (201) 938-4427;
mark.long@dowjones.com
(Christine Buurma contributed to this report.)