H.J. GRUY AND ASSOCIATES, INC. 1200 Smith Street, Suite 3040, Houston, Texas 77002 o FAX (713) 739-6112 o (713) 739-1000 March 27, 1998 XCL, Ltd. 110 Rue Jean lafitte Lafayette, Louisiana 70508 RE: XCL January 1, 1998 Reserve Report Attn: Mr. Richard Kennedy Dear Mr. Kennedy: H.J. Gruy and Associates, Inc. will not have a final January 1, 1998 reserve report by March 31, 1998. H.J. Gruy engineers require additional time to incorporate recent revisions made to the development plan for the Zhao Dong Block. This information will be provided by XCL on or before April 3, 1998 and a reserve report will be finalized shortly afterwards. Sincerely, H.J. GRUY AND ASSOCIATES, INC. /s/ James L. Vincelette Jim Vincelette Executive Vice President JV:akr