The Duvernay is the most exciting early phase unconventional play in western Canada. The play's high liquids content provides a strategic advantage to operators given its close proximity to oil sands projects and their need for diluent supply.
This includes a detailed drilling and production forecast for oil/condensate, NGLs and natural gas within the play. An economic and reserves comparison between other North American plays is also included
A comparison of operator metrics within our coverage universe, including production and drilling forecasts. Projected breakevens and remaining value for each operator are also analysed. We also examined proppant volume and frac stage trends for Duvernay operators. A high level of Duvernay infrastructure and potential pinch points for development is also provided