US shale gas is back: new demand signals underpin upstream opportunity

The Permian Basin is undergoing a fundamental and rapid shift, with associated gas production becoming a dominant force in the US supply landscape.

Today, 35% of drilling activity targets plays with Gas-Oil Ratios (GOR) above 50%. Navigating this change requires immediate access to highly granular data on where drilling is moving and what the commercial realities are. 

We condensed this data into our new infographic, Big Gas Bets in the Permian: what’s driving the shift? 

Download the full version of this essential visual guide to this evolution by filling out the form on this page. It provides the key metrics and analysis you need to update your valuations, screen new opportunities, and refine your technical strategies. 

This analysis offers clarity on the strategic move toward high-GOR areas, documenting the shift in drilling activity over three distinct phases in the Delaware Wolfcamp. It breaks down the commercial stakes by highlighting key data points like the average full-cycle development cost for certain gas targets (e.g., $14/boe). 

This intelligence is critical for: 

• Exploration & New Ventures: Pinpointing the prospectivity of high-GOR subplays and applying lessons learned from the phased shift in drilling. 

• Financial & Investment Analysts: Incorporating transparent, high-quality data on development costs and supply trends into your financial models and M&A screenings. 

• Commodity Analysts: Understanding how the $15\text{ bcfd}$ production increase since 2017 is cementing Permian gas's role as a critical feedstock for LNG and power. 

Download the full infographic now for a data-driven snapshot of one of the world's most dynamic energy plays. 

Fill out the form to access a free extract from the infographic, 'Big Gas Bets in the Permian: what’s driving the shift?’.