Why You Shouldn’t Sell Your Minerals in West Virginia

Most of the people we talk to had no idea they owned oil and gas rights in West Virginia until a landman contacted them asking for a lease or until an investment company contacted them asking to buy their rights.  Lots of people consider selling their mineral rights, even if they haven’t been approached by an investment company.

When we discuss whether to sell with our clients we talk about a few things.  They mainly boil down to “will the money now be better for me than the money later?”.

Part of that discussion includes determining how much money could be coming down the road.  Most people think about what they could get for a signing bonus if a company buys a lease from them, and what the royalties could be.

Sadly, it’s impossible to say for sure what the royalties could be.  Anybody who tries to give you an exact figure is either lying or uninformed because the price of gas, the amount of production, and your actual ownership amount can’t or won’t be determined until gas is actually flowing out of the well and being sold.

That said, we do try to guess what that number could be over time, and part of that guessing includes which formations might be producible in the future.

Most people know about the Marcellus and the Utica formations, and in the areas that are being heavily developed right now both formations are likely to be developed.

Most people don’t know about the work that Cunningham Energy has been doing on shallower oil-bearing formations.

Cunningham Energy began work on two wells in Clay County, WV back at the end of 2014.  Online sources don’t report any production from the wells, probably because they are considered exploratory and so aren’t required to report their numbers to the State.  However, this newspaper article says those wells have reached a cumulative 20,000 barrels of production.  Cunningham also reported that kind of production from some other Clay County wells in June of 2015.

It’s hard to say for sure whether that’s worth getting excited about.  If these new wells were put into production in the middle of 2015, they’ve been producing for two years and paid out about $1,000,000 assuming an average of $50/bbl (which is generous).  It’s new technology, fracking a formation for the first time, and getting the combination of fluid additives, pressure, and techniques right could significantly enhance the amount of oil that is produced in the future, so there’s hope that this could be very lucrative.

However, the important data for the purpose of this post is that there’s another formation which could produce royalties for you.

And there could be others.  Horizontal fracking is in its infancy.  There were a lot of formations in West Virginia that produced oil back in the late 1800s and early 1900s.  The combination could result in tens of thousands to hundreds of thousands of dollars in royalty money from any given acre of mineral rights in West Virginia.

When you’re thinking about selling or keeping your minerals, make sure that you get all the data necessary to make the right decision.  We’re not telling you that it makes sense for you to always keep your minerals or always sell your minerals, but that you need to talk with someone who can help you think it through so that you make the decision in a way that will allow you to sleep at night.  We can help you do that.

FERC Still Not Happy with Rover Pipeline

The Rover Pipeline would like to start horizontal directional drilling again, but the FERC isn’t allowing it.

In a letter to Rover, FERC listed several things it’s expecting Rover to do, including figure out where the diesel fuel came from in what was supposed to be only bentonite drilling mud and let its supervisors and workers talk with FERC about the incidents.

While we at Nuttall Legal sure hope that this will educate the Atlantic Coast Pipeline and the Mountain Valley Pipeline on how to go about things, we don’t expect it.  These companies only want to get pipe in the ground as fast as possible.  If cutting a few “unimportant” corners will get pipe in the ground faster, the corners will get cut.

When construction on the pipelines begins, don’t expect it to all go smoothly.

 

The State of Oil and Gas: July 17, 2017

There was a public hearing about the natural gas fired power plant that is proposed for Harrison County, WV.  The projected operation date is sometime in July, 2020.  This would be a good thing for West Virginia royalty owners, and West Virginians as a whole.  Instead of shipping all our gas out of state as a raw material, we can add value here and then ship it out at a higher price.

South Jersey residents will see a reduction in their power bills, in part because of the low cost of Marcellus Shale gas.

The Wall Street Journal is saying that natural gas is finally a global market.  I don’t agree that’s true quite yet, but I think we’re awfully close.

The U.S. is the worlds top producer of petroleum and natural gas, and has been for five years straight.

Mexico is buying up a lot of U.S. natural gas.  Exports to Mexico have quadrupled in recent years.

Volvo is making a push towards building more electric vehicles.  All new models from 2019 on will be either full electric or hybrid.

Shale drillers in Pennsylvania have drilled twice as many wells in the first half of this year as they did in the first half of last year.

Saudi Arabia is warning that there’s not enough investment in oil drilling, and that in the next five years we’re going to see a serious drop in production.  Seems that would be in their best interest, and American shale producers should be licking their chops if that’s really the case.

The cracker plant in Ohio is coming a little closer to reality.  A final decision has not been made, but PTT Global Chemical announced the purchase of land for about $130 million.

Rig counts in the Marcellus-Utica region remain steady after a slow but steady increase in the last few months.

Watching how the oil and gas supply industry is going is a pretty good way of knowing how the oil and gas industry is going.  Recently, suppliers of frac sand have taken a hit by investors, meaning there’s not confidence that demand for frac sand will grow.  That said, demand is up considerably year over year already, so the industry isn’t doing poorly.

China’s national gas developer plans to double natural gas production in the next three years.

The Trump administration has appointed some new commissioners for the FERC, but they have not been approved.  The CEOs of some major pipeline companies are saying that if they aren’t approved by August the investment money for those projects may disappear.

Now that Nigeria and Libya are back to producing large amounts of oil, OPEC is going to force them to curtail their production.

President Trump stumped in Europe for U.S. natural gas.

CNN Money doesn’t think gas powered cars are going away any time soon, in spite of Volvo’s move to electric.

France won’t be developing oil and gas any more.  American fracking companies are happy.

Investors are hesitant to throw more money at the oil and gas industry right now.  That’s good for the time being.  We don’t need more development at the moment.  More investment will be needed when prices start to climb towards $4.00/MMBtu.  That may be a while.

July 17, and gas prices have moved a lot in the last month but they’re back at about $3.00/MMBtu.  Oil prices are at $46/bbl, but have been moving around a lot as well.

Currently, it seems that energy prices are going to be relatively stable for some time.  Natural gas production is about right to put us at about the right amount of gas storage before winter, so we’ll see the usual bump in price this winter.  Oil prices could nosedive if OPEC decided to open the spigots but they appear to be committed to keeping prices up until at least the IPO for Saudi Aramco, and American fracking is not yet producing enough oil to drive prices down.