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.
An overview of the geology of the play as well as high level valuation and reserves metrics. Historical drilling activity is also examined
Type well assumptions and sub-play comparisons
A detailed examination of our type well assumptions for each sub-play as well as historical IP30 rates for each sub-play
Outlook: drilling activity, production, and competitiveness
This includes a detailed drilling and production forecast for oil/condensate, NGLs and natural gas within the play.
Operator benchmarking and market access
A comparison of operator metrics within our coverage universe, including production and drilling forecasts. 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. In addition we examine how these developments have impacted recent trends in M&A and lease sales.