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18 Pages

Kosmos Energy corporate report


Kosmos Energy corporate report

Report summary

A deal with BP in late 2016 puts high-impact exploration back at the heart of Kosmos' strategy. The Kosmos/BP partnership has launched one of 2017's most aggressive global exploration, targeting un-risked liquids rich resources greater than 15 billion boe. The partners benefit from attractive fiscal terms in both countries and a liquids rich discovery of around 500 mmbbl would deliver a sub-US$50/bbl breakeven development opportunity. Drill-bit success would build on the momentum of the last two years in which Kosmos has discovered over 25 tcf of gas offshore Mauritania and Senegal. The partnership with BP has strengthened commercialisation prospects for these volumes through a proposed FLNG scheme.

What's included?

This report includes 2 file(s)

  • Kosmos Energy corporate report PDF - 521.85 KB 18 Pages, 8 Tables, 12 Figures
  • Kosmos Corporate Report.xls XLS - 2.98 MB

Description

The upstream oil and gas industry conducts activities against a backdrop of growing energy and environmental challenges. Political instabilities, international conflicts and government and environmental regulation have all impacted the production process.

This has forced companies to re-examine their corporate strategy, moving away from high-risk exploratory drilling to lower-risk exploration in mature basins as they search for increased returns.

This Upstream Oil and Gas Company report offers thought-provoking insight into corporate financial health, investment strategy and operational outlook supported by our proprietary asset data and energy research experts.

Widely used by both the energy and financial sectors, our report gives you a unique perspective on key strategic and financial challenges, as well as opportunities facing this oil and gas company.

Wood Mackenzie provides an independent evaluation and expert opinion on the operational performance, strategy and future of the world's top oil and gas companies. Our unique, objective analysis helps you understand, validate, compare and challenge market and corporate views so you can assess strategic opportunities.

  • Executive summary
    • SWOT analysis
    • Strategic success factors
  • Valuation
  • Financial health
    • Overview
    • Net debt and liquidity
    • Risks to this outlook
  • Resources, reserves and production
    • Production
    • Reserves and resource
  • Exploration
  • Portfolio summary
  • Economic assumptions
    • Full price and modelling methodology descriptions are available in the 'Methodology and Assumptions' section of the Wood Mackenzie portal. The key prices and global assumptions used in the making of this report are summarised below.

In this report there are 20 tables or charts, including:

  • Executive summary
    • Executive summary: Table 1
  • Valuation
    • Market premium / discount price sensitivity
    • Benchmarking: share price performance
  • Financial health
    • WM Brent base price cash flow breakeven
    • Net debt outlook
  • Resources, reserves and production
    • Kosmos: reported and WM forecast production
    • Benchmarking: production CAGRs
    • Kosmos: reserves and resources detail*
    • Benchmark: total WM reserves and resource
  • Exploration
    • Kosmos: evolution of acreage portfolio
    • Benchmarking: deepwater acreage
    • Exploration portfolio overview
  • Portfolio summary
    • Portfolio summary: Table 1
  • Economic assumptions
    • Base price assumptions (nominal terms)
    • Base price assumptions (nominal terms)
    • Base, high and low Brent (nominal terms)
    • High price assumptions
    • Low price assumptions
    • Value assumptions
    • Foreign exchange rate assumptions
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