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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

Description

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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Department : .............
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Date : .............
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Why Wood Mackenzie?

Wood Mackenzie, a Verisk Analytics business, has been a trusted source of commercial intelligence for the world's natural resources sector for more than 40 years, empowering clients to make better strategic decisions with objective analysis and advice.

We work across every sector of oil, gas, power, renewables, chemicals, metals and mining, covering more than 150 countries. Our proprietary data and models are at the core of everything we do, ensuring our independent asset and company valuations are thoroughly robust and that we offer an accurate forward-looking view of economic indicators such as market supply, demand and price trends.

Our 500+ analysts are based in the regions they cover, cultivating an unrivalled depth of understanding to help clients accurately identify new opportunities, define their strategy and improve business performance.

At every stage, our teams readily collaborate and share their insight to provide an integrated perspective across entire industries. It is this unique and rigorous analytical approach that ensures we are recognised as the industry standard by the world’s most innovative organisations.