As a result of the increased availability of
economic onshore 3-D seismic surveys and the improvement and increased
affordability of data interpretation technologies, we have relied
almost exclusively on the interpretation of 3-D seismic data in
our exploration strategy. We generally do not invest any substantial
portion of the drilling costs for an exploration well without first
interpreting 3-D seismic data. The principal advantage of 3-D seismic
data over traditional 2-D seismic analysis is that it affords the
geoscientist the ability to interpret a three dimensional cube of
data as compared to interpreting between widely separated two dimensional
vertical profiles. Consequently, the geoscientist is able to more
fully and accurately evaluate prospective areas, improving the probability
of drilling commercially successful wells in both exploratory and
development drilling.
Even in the relatively lower-risk, reserve-proven
trends, such as the Barnett Shale trend, 3-D seismic data interpretation
is instrumental in our exploration approach, significantly reducing
geologic risk and allowing optimized reserve development.
Historically, we sought to obtain large volumes
of 3-D seismic data by participating in large seismic data acquisition
programs either alone or pursuant to joint venture arrangements
with other energy companies, or through "group shoots" in which
we shared the costs and results of seismic surveys. By participating
in joint ventures and group shoots, we were able to share the up-front
costs of seismic data acquisition and interpretation, thereby enabling
us to participate in a larger number of projects and diversify exploration
costs and risks. Most of our operations are conducted through joint
operations with industry participants.
We have also participated in 3-D data licensing
swaps, whereby we transfer license rights to certain proprietary
3-D data we own in exchange for license rights to other 3-D data
within our areas, thus allowing us to obtain access to additional
3-D data within our onshore Gulf Coast area at either minimal or
no out-of-pocket cash cost. Since 2001, we also have made significant
purchases of 3-D data from the libraries of seismic companies at
favorable pricing.
In more recent years, we have focused less
on conducting proprietary 3-D surveys and have focused instead on
(1) the continual interpretation and evaluation of our existing
3-D seismic database and the drilling of identified prospects on
such acreage and (2) the acquisition of existing non-proprietary
3-D data at reduced prices, in many cases contiguous to or near
existing project areas where we have extensive knowledge and subsequent
acquisition of related acreage as we deem to be prospective based
upon our interpretation of such 3-D data.
In late 2002, we acquired (or obtained the
right to acquire) an additional 2,750 square miles of 3-D seismic
data in our onshore Gulf Coast area. This data was primarily either
recently merged and reprocessed data sets or former proprietary
data sets newly released to industry. Specific operating areas to
which new data were added as a result of the late 2002 data acquisition
include (1) 450 square miles of newly reprocessed 3-D data to the
Matagorda project area, (2) 167 square miles of newly released 3-D
data to the Liberty Project area, (3) 239 square miles to the Wilcox
project area and (4) 826 square miles of newly reprocessed 3-D data
to the South Louisiana project area. These data acquisitions consist
of existing nonproprietary data sets obtained from seismic companies
at what we believe to be attractive pricing.
In late 2004, we entered into a 3-D seismic
data acquisition program, which includes a joint venture partner
that shares in a portion of the costs and results of the seismic
shoot, covering an approximate 95 square mile area in our onshore
Gulf Coast area located in Liberty County, Texas. This seismic survey
project and the related processed data are expected to be completed
in the second quarter of 2005. We also entered into a 3-D seismic
data acquisition program in late 2004 to complete seismic shoots
over significant acreage positions in our Barnett Shale area, covering
an estimated 195 square miles by year-end 2005.
We maintain a flexible and diversified approach
to project identification by focusing on the estimated financial
results of a project area rather than limiting our focus to any
one method or source for obtaining leads for new project areas.
Our current project areas result from leads developed primarily
by our internal staff. Additionally, we monitor competitor activity
and review outside prospect generation by small, independent "prospect
generators," or our joint venture partners. We complement our exploratory
drilling portfolio through the use of these outside sources of project
generation and typically retain operation rights. Specific drill-sites
are typically chosen by our own geoscientists.
OPERATING APPROACH
Our management team has extensive experience
in the development and management of exploration projects along
the Texas and Louisiana Gulf Coast. We believe that the experience
of our management in the development, processing and analysis of
3-D projects and data in the onshore Gulf Coast area is a core competency
to our continued success. Additionally, we believe that the experience
we have gained in the Barnett Shale area, along with our extensive
experience in fracturing and horizontal drilling technologies, will
play a significant part in our future success.
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