Cost deflation outlook: upstream sector responds to low oil prices
This report is currently unavailable
Report summary
Development costs are falling, but the deflation will need to go deeper if investment is to start to flow back into the sector at low prices. We estimate that US$1.5 trillion of investment does not break even at US$50/bbl. E&P companies have been pushing the supply chain to reduce costs, but additional measures will be needed to reset the cost base.
Table of contents
- No table of contents specified
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
26 February 2015
The Majors: Q4 2014 results and responding to low oil prices
The Majors: Q4 2014 results and responding to low oil prices
A tough quarter for the Majors as low oil prices began to bite, with all eyes on their response.
$2,05030 November 2017
EOG Resources corporate report
EOG Resources corporate report
EOG trades at a 16% premium to our base-case valuation.
$4,75001 October 2015
Pacific E&P corporate report
Pacific E&P corporate report
Pacific E&P is a leading Latin American independent, but faces a tough operational and financial outlook.
$3,400
