Lifecycle shale economics: where instincts end and analysis begins
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
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Introduction
- Catalyst for the analysis
- Full-cycle returns vs half-cycle metrics: contrasting messages
- Asset disposals provide a market valuation for full-cycle value creation analysis
- Value destruction is a common theme in the deals selected
- Full-cycle acreage valuation lags current M&A metrics
- What strategies created the most value?
- Portfolio optimisation and financial stretch were key factors in selling out
- Some projects sold had a big longer-term strategic impact
- 1 more item(s)...
- Appendix
Tables and charts
This report includes the following images and tables:
- Summary of deals studied
- Commonly referenced half-cycle returns
- Cumulative cash flow including sale proceeds
- Acreage value creation or destruction
- Theme groupings
What's included
This report contains: