Duvernay key play

Table of contents

• Key facts
• Summary and key issues
  • August 2017 highlights
  • Overview
    • 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. An economic and reserves comparison between other North American plays is also included
  • Operator benchmarking and market access
    • 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
  • Sub-play analysis
    • In-depth analysis on seven Duvernay sub-plays

Tables and charts

No table or charts specified