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Breaking even in a recovery: Lower 48 oil and gas breakeven analysis and company benchmarking

Breaking even in a recovery: Lower 48 oil and gas breakeven analysis and company benchmarking

Report summary

Where will capital be deployed as the Lower 48 moves further down the cost stack? Which operators are best positioned to take advantage of the move into the middle of the supply curve? And how will rising service costs impact available supply? We have updated our comprehensive breakeven analysis of more than 800 oil & gas assets in Wood Mackenzie's Lower 48 coverage to answer the new questions on the minds of operators and investors. 

Based off our proprietary Global Economic Model ('GEM'), this detailed data set and analysis goes across plays and operators to benchmark performance, demonstrate exposure to low prices and provide a look at what the future may hold in a rising cost environment.

What's included?

This report includes 2 file(s)

  • Lower 48 breakeven analysis 2016 Q4.pdf PDF - 1.49 MB
  • Lower 48 breakeven analysis 2016 Q4.xls XLS - 1.08 MB


This Upstream Oil and Gas Insight report highlights the key issues surrounding this topic, and draws out the key implications for those involved.

This report helps participants, suppliers and advisors understand trends, risks and issues within the upstream oil and gas industry. It gives you an expert point of view to support informed decision making.

Wood Mackenzie's 500 dedicated analysts are located in the markets they cover. They produce forward-looking analysis at both country and asset level across the globe, backed by our robust proprietary database of trusted research.

Proprietary data means a superior level of analysis that is simply not available anywhere else. Wood Mackenzie is the recognised gold standard in upstream commercial data and analysis.

  • Executive summary
    • What do breakevens look like now?
      • An updated Lower 48 cost curve to analyse how oil & gas plays compete for capital
    • How have breakevens fallen during the downturn?
      • Examination of the impact of cost reductions vs. improving productivity rates on breakevens
    • Where could breakevens go as costs begin to recover?
      • Scenarios on increasing service costs and the resulting impact on at-risk supply

In this report there is 1 table or chart, including:

  • Executive summary
    • An excerpt from the downloadable report shows our asset breakevens at the play level
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