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Another U.S. E&P Consolidation Wave Likely

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03 April 2018

Another U.S. E&P Consolidation Wave Likely

Report summary

A wave of mergers and acquisitions could sweep across the U.S. Lower 48 in the next few years. As Unconventional plays mature, cost of supply will increase as basin sweet spots are drilled up. Absent offsetting technologies, producers will be forced to drill on acreage with progressively lower well recoverables. The Energy Transition and Peak Oil Demand issues will continue to converge. With this environment as a backdrop, producers will be looking for creative solutions to generate growth and value, likely triggering a wave of upstream consolidation through mergers and acquisitions.

Table of contents

  • Not The First Time We've Seen This Environment Develop
  • 1998: It was "Grow or Go"
  • Corporate Viability Assessed Through The Opportunity Funnel
  • Going "All In" On U.S. Unconventionals
  • Driving The Next Consolidation Wave
  • Deal Analogues For The Next Consolidation Wave: XTO and BOPCO
  • "Peak Value" Analogue: XTO
  • "Energy Transition" Analogue: BOPCO

Tables and charts

This report includes 7 images and tables including:

  • Figure 1: US WTI Oil Price 1986-2005
  • Figure 2: Industry Consolidations 1998-Present (Selected Companies)
  • Figure 3: Production Growth 1985-2004 Versus Corporate Survival
  • Figure 4: Barnett Shale Production 2008-2017
  • Figure 5: Fayetteville Shale - Dry Gas Production 2008-2017
  • Figure 6: ExxonMobil US Natural Gas Production 2000-2009 (Mcf/d)
  • Figure 7: XTO US Natural Gas Production 2000-2009 (Mcf/d)

What's included

This report contains:

  • Document

    Another U.S. E&P Consolidation Wave Likely

    PDF 468.88 KB

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