Insight
Exploration outperformance - sustainable or cyclical?
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
A comparison of our latest ranking of company exploration performance with a similar analysis that we published back in 2005 reveals a remarkable absence of correlation. Today's top explorers, by and large, are not the same as those of a decade earlier. Strong results generally reflect commanding acreage positions in key emerging plays. Such plays may hold a few years' running room, but eventually mature, and the explorer needs to renew its basins of focus. This imparts a fundamental...
Table of contents
- Executive summary
- Whatever happened to the exploration class of 2005?
- Sustaining outperformance is hard – how long can top explorers stay ahead?
- Some reversion to the mean is inevitable for explorers
- Exploration cyclicity can be balanced with other renewal options
- Top explorers of the recent past are preparing their comeback
Tables and charts
This report includes the following images and tables:
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Ten year performance ranking by IRR (1995-2004 versus 2003-2012)Cyclical exploration performance modelExploration outperformance - sustainable or cyclical?: Image 3
What's included
This report contains:
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