Ohio Gas & Oil Magazine October 2019

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October 2019

A Free Monthly Publication

SHALE INSIGHTTM 2019 OCTOBER 22-24, 2019

ASCENT RESOURCES GIVES BACK TO

UNITED WAY OF GUERNSEY, MONROE AND NOBLE COUNTIES IN THIS ISSUE: OHIO TEACHERS “EMPOWERED” THANKS TO LOCAL NATURAL GAS AND OIL INDUSTRY


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Table of Contents OCTOBER 2019 G ROUP PUBLISHER Bill Albrecht

EXECUTIVE EDITOR Beth Bailey bbailey@daily-jeff.com

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A Look Ahead Gas & Oil Events

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Ascent Resources Gives Back to United Way of Guernsey, Monroe and Noble Counties

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Ohio Teachers “Empowered” Thanks to Local Natural Gas and Oil Industry

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Caithness Energy Closes Financing of $1.6 Billion Electric Generating Facility in Guernsey County

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Guest Column – Wait…Who’s Trying to Beat Climate Change?

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Oilfield of Dreams Charity Softball Game Is a Grand Slam

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Guest Column – Celebrate the Wins

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U.S. Natural Gas Production Reaches a New Record Despite Low Prices

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Shale InsightTM 2019 Overview and Schedule

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Ohio Well Activity

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Horizontal Drilling Activity Graph

On The Cover:

“Ohio Gas & Oil” is a monthly publication. Copyright 2019.

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The Eternal Flame Falls is a small waterfall located in the Shale Creek Preserve, a section of Chestnut Ridge Park in Western New York. A small grotto at the waterfall’s base emits natural gas, which can be lit to produce a small flame. This flame is visible nearly year round, although it can be extinguished and must occasionally be re-lit.

OCTOBER 2019 ADVER TISING Paul Reynolds Cambridge, Ohio Office preynolds@gatehousemedia.com 740-439-3531 Aaron Bass Wooster & Holmes, and Ashland, Ohio Offices abass@gatehousemedia.com 330-264-1125 419-281-0581 Mindy Cannon Alliance & Minerva, Ohio Offices mcannon@the-review.com 330-821-1200 Jim Williams Kent, Ohio Office jim.williams@recordpub.com 330-298-2012

L AYOUT DESIG NER Phil Luks

pluks@recordpub.com

A Division of GateHouse Media Ohio 212 E. Liberty St. Wooster, OH 44691 330-264-1125 spectrum@the-daily-record.com. OCTOBER 2019


A Look Ahead

Gas & Oil Events OCTOBER 6 -7, 2019

OOGEEP RESPONDING TO OILFIELD EMERGENCIES TRAINING

TRAINING LOCATION: Wayne County Fire & Rescue Regional Training Facility 2311 South Millborne Road, Apple Creek, OH 44606 HOTEL LOCATION Hilton Garden Inn 959 Dover Road, Wooster, Ohio 44691 While responding to oilfield emergencies is rare, it can be challenging. Join more than 1,500 Ohio firefighters (and departments from 7 other states) that have taken this training to learn common practices, references and standards used by the fire service and the natural gas and oil industry. The training program incorporates the following three (3) sections: 1) Interactive classroom presentations and special activities. 2) Hands-on fire behavior labs. 3) Opportunity to participate in a unique oilfield tour. (This will be coordinated on a separate date.) This emergency response program provides insight into how natural gas and oil is explored, drilled, produced and transported, and the importance of establishing a unified command in the event of an emergency. Upon completion of the training, each participant will receive a certificate of attendance, an “Oilfield Emergency Response Training” patch, challenge coin, class photo, field guide, Class B Foam and many other materials. (Reciprocating patches and challenge coins are greatly appreciated). Participants will also receive documentation for up to 12 CEU contact credit hours. These CEU credits must be approved by each department’s Fire

OCTOBER 2019

Chief in accordance with State Fire site: HTTPS://WWW.SPEEASTERNTraining regulations. REGIONAL.ORG/SPONSORSHIPS More Information: WWW. S P E E AST E R N R E G I O N A L . ORGcom

OCTOBER 15-17, 2019 2019 SPE EASTERN REGIONAL MEETING

Embassy Suites, Charleston, West Virginia Don’t miss your chance to share your business lines with regional operators from the basin and beyond. Over 200 industry professionals from the region are anticipated to join, including sponsoring operators such as Antero Resources, Range Resources, TC Energy, Northeast Natural Energy, CNX, Greylock Energy, NYTIS, and many more. Exhibit hall will be held in the Grand Ballroom which will also house all happy hour and coffee break activities, technical program’s poster session, and Tuesday night icebreaker to increase exposure to exhibitors and their booths. Additional exhibitor information and forms can be found on the event website: WWW.SPEEASTERNREGIONAL.ORG/EXHIBITORS Registration: Registration for the event is now open! Early registration, student and membership discounts are all available, so visit the event website for more information and to sign up for the meeting. Hotel booking information is also available at the host venue at a discounted rate and can also be accessed through the website, but rooms are limited, so register and reserve your room today to make sure you don’t miss out! HTTPS://WWW.SPEEASTERNREGIONAL.ORG/REGISTRATION HTTPS://WWW.SPEEASTERNREGIONAL.ORG/HOTEL Sponsorship information and forms can be found on the event web-

OCTOBER 22-24, 2019 SHALE INSIGHT: 2019 A SHALE COALITION CONFERENCE David L. Lawrence Convention Center 1000 Fort Duquesne Blvd. Pittsburgh, Pennsylvania 15222 Don’t miss out on a front row seat at the leading conference on American shale energy, industries and jobs! Network and exhibit with the nation’s foremost energy leaders and experts on shale development, environmental protection, pipeline investment, energy driven manufacturing and jobs in demand. Engage in a dynamic exhibit hall featuring major shale players and supply chain, innovative products and services, networking lounges and programming activities integrated into one convention floor space. Learn from thought leaders and working professionals during two days of technical and public affairs sessions and national keynote addresses while earning Professional Development and Continuing Legal Education credits for Pennsylvania, Ohio and West Virginia to advance your career. shaleinsight.com

MARCH 4-6, 2020

OHIO OIL AND GAS ASSOCIATION’S 2020 ANNUAL MEETING Hilton Columbus at Easton 3900 Chagrin Dr Columbus, Ohio 43219 More info to come.

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Ascent Resources

Gives Back to United Way of Guernsey, Monroe and Noble Counties STEPHANIE LAUBE | Executive Director of United Way of Guernsey, Monroe and Noble Counties Ascent Resources’ Cambridge Field Office held its annual Family Picnic on August 7, 2019. The day offered an opportunity for Ascent workers to bring their families to their place of employment for a fun day of activities, food and the opportunity to meet and socialize with other families. There was something for everyone including activities for the kids, live and silent auctions and plenty of great food provided by Dustin Phillips with Falcon Flowback Services. One of the highlights of the day was the auction of a hand painted hard hat, by April Cogar, that featured Ascent Resources’ logo. United Way of Guernsey, Monroe and Noble Counties was the selected beneficiary of the monies raised during the event and was on hand helping with the activities and enjoying the day. A total of $12,168 was raised during the event thanks to the generosity of Ascent Resources employees and the following vendors that donated items for the auction making the proceeds possible:

Advanced Land Enhancement Anderson Excavating April Cogar CESO Circle B Measurement Dixon Electric ECI/ICE ECM ESSI Corp Filtrexx Flogistix FTS Furbay Electric Highpointe Java Momma Kimray

National Lime and Stone NOV Park Energy QPS Quail Tools Rettew ROC SEI Select Energy Services Tetra TTS Tucker Services United Rentals Weatherford Wild Cat Oil Tools Wise

Stephanie Laube, Executive Director of United Way of Guernsey, Monroe and Noble Counties states “We Ascent continued on page 5

Pictured, left to right: Stephanie Laube, Executive Director United Way of Guernsey, Monroe and Noble Counties and Ida Lewis, Ascent Resources Administrative Assistant for Director of Operations Joe Starkey

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OCTOBER 2019


Ascent continued from page 4

are extremely thankful that Ascent Resources has chosen to support us again this year. Together we are working to improve the community by enhancing the lives of our residents in the areas of education, health and financial stability. It is because of this kind of generosity that we are able to continue to positively impact the lives of so many in need in our community. There is power in coming together to create something bigger than ourselves.� Ascent Resources is a leading independent energy company focused on acquiring, developing, and producing natural gas and oil in the prolific Appalachian Basin. Ascent Resources is headquartered in Oklahoma City, OK. United Way of Guernsey, Monroe and Noble Counties is a 501c3 non-profit focusing on impact areas of education, health and financial stability. Their mission is to improve the community by enhancing the lives of their residents in the areas of education, health and financial stability. They cultivate and distribute resources to qualified partners that align with their impact areas and they develop programs where needs persist. Programs include the Dolly Parton Imagination Library program focusing on early childhood literacy, Young Professionals focusing on youth success after high school, Crunch For Health focusing on exercise and nutrition, Friends

OCTOBER 2019

and Neighbors bridging the gap for those in active recovery to form new and meaningful engagements with their community along with free tax preparation for those meeting income guidelines. Anyone wanting more information on United Way of Guernsey, Monroe and Noble Counties is invited to contact Stephanie Laube at 740-439-2667 or uwguernsey@guernseyunitedway.com. Website www.guernseynobleunitedway or Facebook.

United Way of Guernsey, Monroe and Noble Counties

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Ohio Teachers

“Empowered” Thanks to Local Natural Gas and Oil Industry OOGEEP hosts free STEM and geology workshops for Ohio’s teachers Thanks to the Ohio Oil and Gas Energy Education Program (OOGEEP), teachers from 43 Ohio counties are heading back to their classrooms with an insider’s look into Ohio’s thriving natural gas and oil industry. Equipped with a first-class curriculum, classroom supplies, science labs and experiments, materials kits and more, teachers who attended OOGEEP’s STEM and Geology Teacher Workshops are more prepared than ever to bring energy education to Ohio’s students. Steven Pritchard, a teacher at Newcomerstown High School in Tuscarawas County, participated in the geology workshop held in New Philadelphia. Pritchard said, “this was a great experience that allowed me to visualize the layers of geology that make up our area.” OOGEEP holds teacher workshops throughout the year to help foster energy education by connecting STEM and geology education and the energy industry. The curricula for both of OOGEEP’s workshops were designed by teachers, for teachers, to be integrated directly into Ohio’s educational standards. Teachers spend a full day in the classroom learning from industry professionals and award-winning educators alike before heading out on a unique, industry-related field trip to see Ohio’s energy development in action. “Ohio’s teachers are the building blocks of our future and Ohio’s natural gas and oil industry workers are the building blocks of America’s energy independence,” OOGEEP’s Executive Director Rhonda Reda said. “Our industry has increased from 14,000 employees to more

than 200,000 in less than 10 years. With an impactful industry employing that many of Ohio’s graduates, we want teachers to be equipped with accurate information, that way they can educate students on the importance of the industry and prepare them for one of the 80 different careers available to them within it.” Thanks to the generosity of Ohio’s natural gas and oil producers, OOGEEP provides these workshops at absolutely no cost to Ohio teachers or their school districts. The industry covers all expenses for teachers to attend the two-day workshops, as well as a wide variety of free resource materials, lab supplies, lesson plans, classroom posters and maps, rock and mineral kits, internet resources and activities all for them to bring back to their classrooms. These workshops also provide an opportunity for continuing education credit through Ashland University. More information about the workshops can be found at http://www.oogeep. org/teacher-students/. The Ohio Oil and Gas Energy Education Program (OOGEEP) is a non-profit statewide education and public outreach program. Created in 1998, OOGEEP provides a variety of programs throughout the State of Ohio. These programs primarily focus on teacher workshops, scholarships, science fair, firefighter training, industry training, career and workforce development, research and guest speaker programs.

Newcomerstown teacher Steven Pritchard joined peers from across Ohio for OOGEEP’s summer geology workshop.

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OCTOBER 2019


Caithness Energy

Closes Financing of $1.6 Billion Electric Generating Facility in Guernsey County, Ohio

OCTOBER 2019

ergy center slated for completion early in the fourth quarter of 2022.“We are thrilled to have the opportunity to help deliver clean, reliable energy to Guernsey County and the greater Ohio community,” said William F. Griffin, Jr., Chief Executive Officer of Gemma Power Systems. Caithness Energy will be the construction and asset manager. The facility will use three of General Electric’s most advanced gas turbines, each with a heat recovery steam generator and steam turbine generator, and will produce electricity equivalent to the power needs of approximately one million homes within the PJM region. “We are honored to work with the team at Caithness again to bring another leading gas power plant project to life,” said Dave Ross, President of Sales, North America for GE Power. “GE’s industry leading gas turbine technology and services will ensure Guernsey Power Station delivers highly efficient electricity to homes and businesses across the PJM market.” About Caithness Energy Caithness Energy, L.L.C. (“Caithness”) is a privatelyheld Independent Power Producer specializing in the development, acquisition, operation, and management of renewable energy and natural gas development projects. Learn more at: www.caithnessenergy.com

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Caithness Energy announced that it has successfully closed a $1.6 billion financing for the construction of a fully-permitted 1,875 megawatt combined-cycle natural gas electric generating facility located in Guernsey County, Ohio known as Guernsey Power Station, clearing the way for the project to move forward to construction. Caithness partnered with Apex Power Group to develop the project in the heart of the Utica and Marcellus shale region. “Caithness is proud to deliver this state-of-the-art electric generating solution for cleaner, more efficient power into the PJM Market,” said Ross Ain, Caithness Energy’s President. “Our energy design is cleaner, providing maximum power with minimal impact on the surrounding environment with a dry cooling system that reduces water use by 95% compared to traditional facilities.” “We have worked closely with our partners, suppliers and contractors to complete financing and begin construction of this important project,” continued Ain. “The local community will benefit from up to 1,000 jobs at peak construction and approximately 30 permanent high-tech jobs, all while providing vital funds committed to the Rolling Hills School district that will enable a major school infrastructure construction project.” The completed electric generating facility, which will be managed by Caithness Energy, will sell energy, capacity and ancillary services into the PJM market. The PJM is the regional transmission organization that coordinates the movement of wholesale electricity in all or parts of 13 states and the District of Columbia, including all of Ohio. “Guernsey Power Station will create jobs and bring significant economic benefits to southeast Ohio,” said Mike King, Apex Power Group Managing Partner. “Thank you to all of the community leaders who made this project a reality with their relentless support as we are looking forward to starting construction and providing clean energy from one of the most efficient generating plants in the nation.” Gemma Power Systems, a wholly owned subsidiary of Argan, Inc. (NYSE: AGX), has responsibility for the engineering, procurement and construction of the en-

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Wait…

Who’s Trying to Beat Climate Change?

Energy Expert and Retired U.S. Army Major General Paul E. Vallely Analyzes the Industry’s Effort to “Go Green.” U.S. ARMY MAJOR GENERAL PAUL E. VALLELY RETIRED | Stand Up America The energy industry is waging war against climate change -- and winning. Last month, the Environmental Partnership, a group of oil and gas firms dedicated to cutting greenhouse gas emissions, released its first annual progress report. The results are impressive -- and showcase what happens when an industry unites to further the public good. The Environmental Partnership launched in late 2017 with 26 members. Within 12 months, it more than doubled in size to 58 members -- including 32 of America’s top 40 oil and gas producers. Today, its members account for nearly half of America’s oil and natural gas production. The group focuses on cutting emissions of methane and other greenhouse gases known as “volatile organic compounds.” Without proper monitoring and maintenance, these gases can escape from drilling rigs and pipelines and contribute to global warming.

Methane emissions from natural gas systems fell over 14 percent between 1990 and 2017. Even before the partnership formed, firms were spending millions to reduce their carbon footprints. Methane emissions have plummeted in America’s largest energy-rich basins, even as oil and gas production has spiked. But firms in the Environmental Partnership weren’t satisfied with that progress. They sought to slash emissions even further. First, the partnership focused on updating outdated technology like high-bleed pneumatic controllers. Pneumatic controllers regulate temperature, pressure, and liquid levels at natural gas sites by opening or closing valves. To operate these valves, the controllers rely on pressurized natural gas. As their name suggests, high-bleed pneumatic controllers can release relatively

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large amounts of natural gas, along with methane and VOC byproducts, into the air. The Environmental Partnership plans to replace all high-bleed pneumatic controllers in five years. And it’s well on its way to doing so. It replaced, retrofitted, or removed more than 28,000 prior to 2018 and an additional 3,000 last year. As a result, nearly 40 participating firms don’t use high-bleed controllers at all. Second, the partnership set out to curb methane leaks -- which can sometimes happen as firms extract, store, and burn natural gas. Methane is both a potent greenhouse gas and the main ingredient in natural gas. Participating companies conducted more than 156,000 surveys across 78,000 production sites, inspecting more than 56 million individual parts. After its thorough inspections and repairs, the Environmental Partnership found that just 0.16 percent of industry parts contained leaks -- and member firms repaired 99 percent of those in 60 days or less. Participating firms also worked to better monitor liquid removal from natural gas wells. When too much liquid, mostly consisting of water, builds up within gas wells, firms manually direct the liquid to vents that bring it to surface. During that process, methane or volatile organic compounds can potentially escape into the atmosphere. Over the course of 2018, the Environmental Partnership oversaw more than 130,000 manual removals to ensure environmentally safe execution. Methane emissions from natural gas systems fell over 14 percent between 1990 and 2017. The Environmental Partnership’s initiatives will undoubtedly cut these emissions even further. According to the EPA’s own estimates, reducing methane leaks and replacing highbleed controllers can slash emissions by 40 and 60 percent, respectively. Energy firms are weaponizing their data and tools for the common good. Let’s hope they keep up the fight in the war against climate change. Paul E. Vallely is a retired U.S. Army major. Gen. Vallely is the founder and chairman of Stand Up America, a public policy research organization committed to national security and energy independence.

OCTOBER 2019


Oilfield of Dreams

Charity Softball Game Is a Grand Slam MIKE CHADSEY | OOGA Director of Public Relations It was a perfect early fall morning with the sun shining and a cool breeze in the air as oilfield truck after truck pulled into the Lynn Hunkler Memorial park on the outskirts of Morristown in the heart of Belmont County. Twenty of the most active shale drillers and pipeline companies had signed up to play against each other in a friendly softball game. The goal was to raise funds, in partnership with the “Foundation of Appalachia,” for the “First Book Foundation.” First Book provides teachers, coaches, pastors, and youth directors access to cheap if not free books, reading materials and various other educational items. The game raised $30,000! The Big Rig Bench Warmers, made up of producers, took on the Mainline Misfits, consisting of midstream companies. So right off the bat, one could see that while we take raising much need funds serious, we were however, not taking ourselves too seriously. The idea was hatched a few months ago during a routine meeting within the industry. The question was

OCTOBER 2019

a simple: What else can we do this year to give back to the communities in which we operate? Out of that popped an idea that the Association had not taken a swing at before: A charity softball game. Member company after member company quickly signed up and that is when we realized we really had something. A special thanks must go out to Larry Merry and Sheri Butler at the Belmont County Port Authority for securing a field that was in wonderful condition in a community that welcomes oil and gas activity. Also, thanks to the Distribution Now team for providing a cookout for lunch as well as some favorite stadium treats. Before the teams took the field, Chase Watts, Founder of “Books With Badges,” tossed the ceremonial first pitch. Chase is a member of the Ohio Highway Patrol and provides school age children he meets during his duties as a trooper books out of his cruiser. Those books are provided by the “First Book Foundation.” He wants them to know that members of law enforcement are helpers and that students and children alike do not Oilfield continued on page 11

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Celebrate the Wins Guest Editorial

GREG KOZERA | Shale Crescent USA I learned from personal experiences a positive attitude is much more effective than a negative attitude when it comes to success. As a young manager in Ohio I inherited a facility that was one of the top revenue producers in the country. Our employees were proud of this and expected to succeed year over year. Unfortunately, our safety record was horrible. The employees assumed this was a price of success. We had to convince everyone we could operate accident free and still be a top revenue producer. One of the things we did was to celebrate the little wins, like working a

month accident free. Every win built their belief. We began to win safety awards for driving over 1 Million Miles Accident Free and working injury free. Ultimately, we became known for our safety in addition to being a top revenue producer. Celebrating little wins built our people’s belief and a positive attitude that created succeess. When I was going through my cancer treatments over 30 years ago I saw the same group of people every week. We got to know each other as we faced the challenge of this disease. I celebrated little wins like being able to play with my kids and still work being able to during the treatments. The patients fit into two

“Celebrating little wins built our people’s belief and a positive attitude that created succeess.” Authorized Dealer of BARBCO Underground Construction Equipment

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groups. One group remained positive and upbeat. We got to know and encourage each other. We laughed and smiled. This group did very well. Many like me finished their treatments and were ultimately cured. The other group had a negative attitude. They were fatalists and tended to avoid others. Sadly, I watched these people deteriorate. Many died before my treatments finished. Celebrating the little wins helps to create a positive attitude. A celebration should be a celebration. No “buts…” Have you ever had that boss or coach who told you, “Great job but…” You can fill in the blank. We can always improve. The improvement message should be saved for another time. Let the success be enjoyed. It will build belief. Last week I was at the West Virginia Chamber’s Business Summit. It was a celebration of success. West Virginia has historically been on the bottom of most positive lists for years. It was uplifting to see West Virginia Celebrate continued on page 12

OCTOBER 2019


Oilfield continued from page 9

have to be afraid of the badge. Just before the game got underway, the two teams joined with each other and the staff from the “Foundation of Appalachia” at home plate for the check presentation. “OOGA’s Oilfield of Dreams charity event will help so many children in eastern Ohio dream even bigger by connecting them with high-quality books,” said Cara Dingus Brook, President & CEO of the Foundation for Appalachian Ohio. “Books are essential to children’s educational and future success, but too many students in our region are going without an adequate supply, which is why we are so grateful for OOGA’s generous support – and so ready to play ball.” With the game underway, there was some great softball being played. Folks were really enjoying the sport, the friendly competition and the networking. After seven innings of play, the game was over. But the laughs and comradery continued as everyone lined up for lunch. This entire day would not have been possible without the support and commitment of time and treasure from the Association’s membership. Not only did they write checks and participate in the game, but, most importantly, they continue to truly support their local communities to make Ohio a great place to live, work and play.

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Celebrate continued from page 10

to the REGION. Some people are coming home. We are on top for a change. Here are some of the successes much stronger together as a Region. The success of • West Virginia is 1st in Personal Income any state helps everyone. The Shell plant in Pittsburgh Growth is a big win for Pennsylvania. It is also a win for West • West Virginia is 1st in GDP Growth Virginia and Ohio. It will employ people from all three • West Virginia has the Highest Total states. There companies and individuals from all three states working on site right now during construction. Employment since 2008 We are better together. • West Virginia has added 25,000 Jobs The successes of West Virginia should inspire people since 2015 throughout the Shale Crescent USA and build a can-do • West Virginia’s personal income tax attitude through-out the entire Region. They also build collections are up 16% in three years belief for West Virginians in their future. Most people at • West Virginia is the 6th best state in the the Business Summit celebrated. A few negative folks nation for women’s equality said, “Yes but…” We all know there is more work to be • West Virginia’s consumer sales tax done. We now know we can win. If we focus on the collections are up 11% in three years positive we can build a success mindset for continued • West Virginia’s severance tax collecgrowth. Ohio has also seen growth of its natural gas tions are up 67% in three years production and its own successes. The Shale Crescent • West Virginia’s total state revenue USA Region is growing. We are seeing growing interest growth is up 16% in three years in companies coming here. • Natural gas production in West Virginia The West Viriginia Business Summit was a great is up 37% in three years place to meet decision makers in industry and in government. We talked to plant managers who weren’t we heard about at the Summit; aware of what the natural gas and natural gas liquids These successes deserve to be celebrated not just by under their plants could mean to them. These are comWest Virginians. No “buts…” West Virginia’s strength in panies already in the Shale Crescent USA Region who creating high wage permanent jobs is bringing people can expand and provide more high wage jobs. This can happen much quicker than a company siting and building a brand-new plant. We met with the decision makers of two of our current prospects at the Summit. Outside of the Summit we met the CEO and VP of a foreign company interested in our Region we have been working with. As leaders, we should all celebrate our peoples’ and our organizations’ successes. The little wins become BIG wins. Our children and grandchildren need this feedback to build their belief. The success of people, organizations and athletic teams begins with the belief and the expectation of success. When there are challenges we can go back to our past successes to help us. The mind-set is, “We have been challenged before and we succeeded. We can do it now.” Our past successes can help drive our future success. Aim high. Believe. Do the work. Persevere. All things are possible. Thoughts to ponder. © 2019 Shale Crescent USA

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Greg Kozera, gkozera@shalecrescentusa.com is the Director of Marketing and Sales for Shale Crescent USA. He is a professional engineer with a Masters in Environmental Engineering who has over 40 years’ experience in the energy industry. Greg is a leadership expert and the author of four books and numerous published articles.

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OCTOBER 2019


U.S. Natural Gas Production

Reaches a New Record Despite Low Prices DAVID MANOWITZ | U.S. Energy Information Administration U.S. daily natural gas production estimates (Jan 2018-Sep 2019) billion cubic feet 95

STEO forecast monthly averages

90 Aug 19 record production 92.8 Bcf

85 80 75 70 // 650 Jan-18

Apr-18

Jul-18

Oct-18

Jan-19

Apr-19

Jul-19

Oct-19

Source: U.S. Energy Information Administration, Short-Term Energy Outlook; IHS Markit

U.S. natural gas production continued to increase in August, setting a new daily production record of 92.8 billion cubic feet per day (Bcf/d) on August 19, 2019, according to estimates from IHS Markit. Natural gas production also set a new monthly record in August, averaging more than 91 Bcf/d for the first time. In the latest Short-Term Energy Outlook (STEO), released on September 10, 2019, the U.S. Energy Information Administration (EIA) forecasts dry natural gas production to average 93.4 Bcf/d from September through the end of the year. U.S. natural gas production increased by 7.1 Bcf/d (8%) between August 2018 and August 2019, led by production gains primarily in the Northeast. Daily U.S. dry natural gas production estimates and Henry Hub spot prices (2019) dollars per million British thermal units billion cubic feet 100 8 95

STEO forecast monthly averages

dry natural gas production

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have been on a downward trend since early spring. Spot prices at other natural gas hubs across the country have continued to sell at discounts to Henry Hub. Record growth in U.S. natural gas production continues to put downward pressure on prices. This summer, prices have continued to decline despite high levels of natural gas exports and increased consumption in the electric generation sector. Henry Hub prices averaged $2.40 per million British thermal units (MMBtu) in June and $2.37/MMBtu in July—the lowest monthly averages for June and July since 1999—as growth in natural gas production continued to offset growth in consumption. In its September STEO, EIA forecasts Henry Hub prices to increase through the remainder of the year, ultimately averaging $2.55/MMBtu in December. Natural gas storage has been absorbing a significant amount of the increase in U.S. production. Working natural gas inventories in the Lower 48 states began the injection season (April 1) about 30% lower than the previous five-year (2014–18) average level for that time of year. By the week ending August 30, 2019, working natural gas inventories were just 3% lower than the five-year average for that time of year. The net injection rate into storage during that time was equal to 11.9 Bcf/d, or about 30% more than the typical injection rate for that period, based on the average of the previous five years.

90

6

85

5

Lower 48 states working natural gas inventories (2014-2019) billion cubic feet 4,500

4

4,000

3

3,500

2

3,000

80 Henry Hub spot price

75 70 65 // 60 0

1 0

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

Source: U.S. Energy Information Administration, Henry Hub daily price and Short-Term Energy Outlook; IHS Markit

2019

2,500 previous five-year range and average (2014-2018)

2,000 1,500 1,000 500 0

U.S. natural gas production has increased, even as natural gas prices have declined. Natural gas spot prices at the national price benchmark Henry Hub OCTOBER 2019

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

Source: U.S. Energy Information Administration, Weekly Natural Gas Storage Report

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Shale InsightTM 2019

Overview and Schedule © 2019 Marcellus Shale Coalition | Reprinted with permission SHALE INSIGHT™ offers participants unprecedented interaction with industry-leading CEOs, elected officials and thought leaders, all of whom play a critical role in crafting the public policy and technical landscape that defines shale gas development around the world. Insightful technical and public affairs sessions, national keynote addresses, and highpowered networking sessions will provide attendees, sponsors, and exhibitors unprecedented access to the industry’s most influential leaders and innovators. NETWORKING Kick-off three days of networking opportunities with a unique opening night Welcome Reception. Enjoy an exhibit hall filled with industry professionals to build new and renew business relationships. Attend the Networking Reception including hors d’oeuvres and a local craft beers prior to an open evening of company-hosted receptions throughout Downtown Pittsburgh. CONFERENCE PROGRAM In addition to several keynote presentations, various comprehensive technical and public affairs related topics will be explored in daily educational sessions. EXHIBIT HALL The exhibit hall will be integrated with general and breakout session programming including networking lounges, the University Research Showcase, industry innovations, products and services. TECHNOLOGY SHOWCASE Presentations of selected emerging technologies that will create value, reduce costs and/or generate competitive advantage to address Appalachian Basin shale industry challenges and support science-based technologies and decisions for the benefit of all stakeholders. UNIVERSITY RESEARCH SHOWCASE The University Research Showcase will allow students and faculty to showcase their groundbreaking studies, projects and research while networking with the nation’s foremost leaders on shale development.

ciation of WPA and The Association of Union Constructors Join SHALE INSIGHT™ 2019 Conference attendees at Howl at the Moon for a high-energy live music show centered around timeless hits and current jams. Network with colleagues while enjoying a cocktail and hors d’oeuvres. For security purposes, Conference attendees will be REQUIRED to check-in at the David L. Lawrence Convention Center to obtain their official SHALE INSIGHT™ badge prior to entry at Howl at the Moon WEDNESDAY, OCTOBER 23, 2019 Registration Open 8:00 am – 5:00 pm Sponsored by IUOE Local 66 Networking Breakfast 8:00 am – 9:00 am Sponsored by XTO Energy SHALE INSIGHT™ 2019 Kick-off 9:00 am – 10:30 am David Spigelmyer, President Marcellus Shale Coalition Matthew Hammond, Executive Vice President Ohio Oil & Gas Association Anne Blankenship, Executive Director West Virginia Oil & Natural Gas Association

Welcome to Pennsylvania Sponsored by Chesapeake Energy Corporation Sponsor Introduction Barbara Sexton, Government Affairs Director Chesapeake Energy Corporation Honorable Mike Turzai, (R-28), Speaker of the House Pennsylvania House of Representatives The Future of the Energy Industry Connecting World Class Appalachian Production to Critical Markets Panel Marcia Reeves Simpson, Senior Vice President of Engineering and Operations Chief Oil & Gas LLC 10:30 am – 11:15 am Networking Break in Exhibit Hall University Research Showcase SHALE INSIGHT™ 2019 program schedule (subject to 11:15 am – 12:30 pm Emerging Issues with Natural Gas Dechange) velopment Sponsored by Steptoe & Johnson PLLC TUESDAY, OCTOBER 22, 2019 This session will look at some of the current and emerging 10:00 am – 8:00 pm Registration Open issues facing natural gas development in Pennsylvania, Ohio Sponsored by IUOE Local 66 and West Virginia including those associated with title, well 5:30 pm – 8:30 pm Welcome Reception plugging liabilities, piercing the corporate veil and unitization. Lead Sponsor – Seneca Resources 1.0 Professional Development Hour Supporting Sponsors – Builders Guild of Western PA, Moderator Steamfitters Local Union 449, Mechanical Contractors AssoShale Insight continued on page 15

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Gary Slagel, Director Government Affairs Steptoe & Johnson PLLC Panel Britt A. Freund, Esq., Member Steptoe & Johnson PLLC Braden Christopher, Esq., Member Steptoe & Johnson PLLC The Future of Unconventional Development: Technological Enhancements Leading to more Efficient Drilling and Completions Sponsored by Antero Resources Over the last ten years, advances have been made in unconventional drilling completion techniques, new technologies, and efficiencies making it possible to continue operations during a low-price market. This session will focus on specific technological improvements in the basin, including fully automated drilling processes, new gas recovery advancements, more streamlined controls and fiber optic completion packages. 1.0 Professional Development Hour Moderator Diana Hoff, Vice President, Operations Antero Resources Panel McKenna Czerneski, Engineering Manager Baker Hughes

Chelsey Hughes, Technical Sales Advisor Halliburton Is Safety Really A Priority? Sponsored by Environmental Resources Management Inc. (ERM) We often say safety is a priority, but is it? What do safety directors and other senior safety leads from 120 companies think? We can tell you based on their responses representing a collective 6.8 million employees in 22 countries. How does your company fit into the picture? U.S. companies alone spend millions each year on training, yet workplace injuries continue to result in fatalities and monetary costs of approximately $62 billion a year. Join ERM as it shares publicly for the first time the results of a global health and safety survey in which 65 percent of the respondents are from the O&G, manufacturing, power, and chemical sectors. Learn where your peers are in the journey and what it means for the future of a sustainable safety culture. 1.0 Professional Development Hour Moderator Patricia Kornick, Principal Consultant Environmental Resources Management Inc. (ERM) Panel John Kinsella, Senior Partner Environmental Resources Management Inc. (ERM) Derek Mechling, CSP, Senior Project Manager Environmental Resources Management Inc. (ERM) Shale Insight continued on page 16

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Who Wants to be an Oil and Gas Lawyer? Sponsored by K&L Gates LLP Using an interactive game show format, the presenters will explore recent developments in oil and gas law and examine industry issues that may drive future legal developments or be litigated soon. Come prepared to be educated and entertained — and to participate in the fun 1.0 Professional Development Hour Moderator David Fine, Esq., Partner K&L Gates LLP Panel Cole DeLancey, Esq., Counsel Cabot Oil and Gas Anthony Holtzman, Esq., Partner K&L Gates LLP Lisa McManus, Esq., Vice President, Legal & General Counsel Pennsylvania General Energy Company Curtis Stambaugh, Esq., Assistant General Counsel Energy Transfer Partners 12:30 pm – 2:30 pm Luncheon and General Sessions Luncheon Sponsored by Halliburton Sponsor Remarks Mike Henry, Northeast Area Vice President Halliburton

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Hello from Ohio Mary Mertz, Director Ohio Department of Natural Resources The American Shale Industry and Modernizing Infrastructure… A Partnership for Jobs Panel Jeff Nobers, Executive Director Builders Guild of Western Pennsylvania Matthew A. Szollosi, Executive Director Affiliated Construction Trades Ohio Steve White, Director Affiliated Construction Trades West Virginia Environmental Protection: A Summit of Lead State Enforcers Sponsored by MarkWest Energy Partners MPLX Moderator Harold Rinehart, Vice President, Corporate HES&S MPLX Gathering and Processing Panel Austin Caperton, Cabinet Secretary West Virginia Department of Environmental Protection Mary Mertz, Director Ohio Department of Natural Resources Scott Perry, Esq., Pennsylvania Deputy Secretary Office of Oil and Gas Management Networking Reception Sponsor Invitation Jeff Kotula, President Washington County Chamber of Commerce 2:30 pm – 3:15 pm Networking Break in Exhibit Hall University Research Showcase 3:15 pm – 4:30 pm Beyond Zoning: Other Local Government Issue Encountered By Oil and Gas Operations Sponsored by Babst Calland Congratulations! You successfully navigated your special exception or conditional use hearing and have received your zoning permit! With those local regulatory hurdles in the rearview mirror, it’s time to start moving dirt, right? Not so fast. Have you prepared a sound impact assessment to model projected noise levels at nearby structures? Have you implemented appropriate noise mitigation measures? Has the municipality approved your proposed plans to make your truck route passable, or is it requiring compliance with its standards for new roads in residential and commercial developments? Is the municipality insisting on permanent stormwater management controls that conflict with the state’s requirements? Will any of the proposed facilities also require a building permit, and, if so, do construction code provisions intended for residential and commercial developments make sense in the context of oil and gas development? Are the application and review fees being charged reasonable and legal? This program will provide an overview of non-zoning regulations operators encounter at the local level and address best management practices operators can implement to mitigate impacts on their projects. 1.0 Professional Development Hour Moderator Blaine Lucas Esq., Shareholder Shale Insight continued on page 17

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Babst Calland Panel Brent Cummings, Corporate Engineering Manager TruHorizon Environmental Solutions Jennifer Hoffman, Vice President, EHS & Regulatory Huntley & Huntley Energy Exploration, LLC (HHEX) Scott Rusmisel, PE, Board of Directors The Gateway Engineers Krista Staley, Esq., Shareholder Babst Calland Dissolved Methane in Groundwater: Understanding Pre- and Post-drill Water Sampling Sponsored by Cabot Oil & Gas Corporation Dissolved methane in groundwater is naturally occurring in Ohio, Pennsylvania and West Virginia. Currently there is not an accepted testing methodology that achieves consistent and predictable results. Experts will review current methodologies and studies that have developed a standard to achieve focused results and provide insight on how operators and land owners can monitor changes to groundwater. 1.0 Professional Development Hour Moderator Stephen Brower, PG, Geosciences Department Manager Environmental Standards Panel John Smelko, North Region Environmental and Regulatory Compliance Manager

Cabot Oil & Gas Corporation Rock Vitale, CEAC, CEO/Principal Environmental Standards Lydia Work, LRS, Associate Principal Chemist Environmental Standards Geohazard Integrity Management Strategies for the Pipeline Life Cycle Sponsored by Geosyntec Consultants Identifying, evaluating, mitigating and monitoring geohazard integrity threats to natural gas pipelines in the Appalachian Basin is a challenge throughout the pipeline life cycle. Industry and engineering specialists will share their experiences implementing successful geohazard integrity threat management strategies from project planning and design, through pipeline construction and right-of-way restoration, to operational maintenance and monitoring. 1.0 Professional Development Hour Moderator Brian Halcha, PE, Trenchless Engineer Williams Panel Jonathan Bell, PE, Senior Engineer Williams Logan Brant, PE, PhD, Principal Geotechnical Engineering Geosyntec Consultants Tony Rice, PE, PG, Senior Principal Geotechnical Engineer Geosyntec Consultants

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Reducing Methane Emissions: Regulatory Drivers and Voluntary Reduction Strategies Sponsored by Civil & Environmental Consultants, Inc. State and federal agencies have recently implemented changes in regulations on the natural gas industry for reducing methane emissions. The industry is considering and implementing applicable regulatory requirements and, in an effort to minimize releases of a valuable commodity, are voluntarily establishing aggressive emission targets and striving to reduce emissions. This workshop will provide current regulatory perspective, both federal and state, on regulatory actions taken and being considered. It will also detail the initiatives currently being evaluated by the regulated community to control and reduce the emission of a marketable product. This workshop will provide insight on the challenges faced in developing and documenting high-quality data to support compliance demonstrations and tracking progress toward zero emission objectives. 1.0 Professional Development Hour Moderator Jim Cooper, Principal/Office Lead Civil & Environmental Consultants, Inc. Panel Leah Blinn, Principal Civil & Environmental Consultants, Inc. Mark Gebbia, Vice President Williams Matt Lamb, Vice President of Eastern Pipeline Operations Dominion Doug Mehan, CSP, PG, Vice President, Health, Environmental & Safety PennEnergy Resources, LLC Kristin Ryan, Manager Environmental Equitrans Midstream Corporation 4:30 pm – 5:30 pm Networking Reception in Exhibit Hall Sponsored by Washington County Chamber of Commerce 5:30 pm – 9:00 pm Open Night THURSDAY, OCTOBER 24, 2019 8:00 am – 11:00 am Registration Open Sponsored by IUOE Local 66 8:30 am – 9:30 am Networking Breakfast in the Exhibit Hall Sponsored by Southwestern Energy University Research Showcase 9:00 am – 10:45 am Technology Showcase 9:30 am – 10:45 am Water and Waste Management: New Trends in Water Procurement and Treatment Sponsored by Babst Calland As the play has matured, trends in water procurement, management and transfers have changed with increased focus on pipeline solutions. Water-related technologies and logistics have evolved with increasing reuse of produced water. Hear from industry experts on these topics as well as the latest trends in water management, particularly related to water transfers and sharing agreements. 1.0 Professional Development Hour 18 OhioGas&Oil

Moderator Kevin Garber, Esq., Shareholder Babst Calland Panel Jay Hammond, Esq., Shareholder Babst Calland Kris Perritt, Environmental Specialist REPSOL Justin Welker, Water Operations Manager Range Resources Workforce Development: An Evolving Industry needs an Evolving Workforce 11:00 am – 12:00 pm Good Morning from West Virginia Honorable Mitch Carmichael (R-04), West Virginia Senate President-Lt. Governor University Research Showcase Highlight David Spigelmyer, President Marcellus Shale Coalition Matthew Hammond, Executive Vice President Ohio Oil & Gas Association Anne Blankenship, Executive Director West Virginia Oil & Natural Gas Association Closing General Session Conference Close

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OHIO WELL ACTIVITY by the numbers

UTICA SHALE

MARCELLUS SHALE 23 6 16 25 1 71

Wells Permitted Wells Drilling Wells Drilled Not Drilled Wells Producing Inactive Other Total Horizontal Permits

Data as of 9/7/19

467 165 208 2317

3157

Wells Permitted Wells Drilling Wells Drilled Not Drilled Wells Producing Inactive Plugged Total Horizontal Permits

Source: Ohio Department of Natural Resources

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TOP COUNTIES WITH HORIZONTAL DRILLING ACTIVITY BY NUMBER OF SITES

1. Belmont County........ 662 2. Carroll County......... 528 3. Monroe County.........495 4. Harrison County....... 485 5. Guernsey County...... 277 6. Jefferson County...... 255 7. Noble County.......... 227 8. Columbiana County...163 9. Mahoning County....... 30 10. Washington County... 22 11. Tuscarawas County.... 20 12. Portage County........ 15 Trumbull County........ 15 13. Stark County............ 13 14. Coshocton County....... 5 15. Morgan County.......... 3 Muskingum County...... 3 Holmes County........... 3 16. Knox County.............. 2 17. Ashland County.......... 1 Astabula County......... 1 Geauga County.......... 1 Medina County........... 1 Wayne County............ 1 I VARIOUS SSTAGES: PERMITTED DRILLING, ,D WELL SITESS IN PLETED PRODUCING, PRODUCINGPLUGGED, PLUGGED DRILLED, COMPLETED, SOURCE: OHIO DEPARTMENT OF NATURAL RESOURCES AS OF D L A 9/7/19

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