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APPEA 2015: Australian upstream portfolio management

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Report summary

Wood Mackenzie's Principal Analyst for Asia-Pacific upstream research, Angus Rodger, presented at Australia's largest upstream conference, APPEA, in Melbourne (May 2015). Entitled "Portfolio management: a strategic approach to achieving corporate targets," it discusses how changes in the exploration, M&A and cost environment are transforming Australian portfolios. Small-cap strategy in particular is being affected by high well costs and the increasing likelihood of sector-wide consolidation.

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    APPEA 2015 Australian upstream portfolio management.pdf

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