Insight
Lower 48 operator model updates
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Permian pure-plays, gas-focused E&Ps, and multi-basin conglomerates have all been through a tumultuous year of deal-making, cost inflation and price volatility. For some, strategy shifts are starting to unfold, which better positions their portfolio for the 2030s. The attached slide deck highlights key model changes, value drivers, and upcoming catalyst events to watch for 15 important Lower 48 E&Ps in our coverage universe. Download the entire presentation to understand high-impact sections of analysis that flow into our Lens data sets. Companies covered include: Pioneer, Diamondback, Permian Resources, Callon, Matador, EQT, Southwestern, Chesapeake, Comstock, Ascent, ConocoPhillips, EOG, Occidental, Devon, and Coterra.
Table of contents
- No table of contents specified
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Insight
Western Haynesville: the return of high impact Lower 48 exploration
This new E&A area consistently yields some of the largest wells in Lower 48. We model the Haynesville extension growing to over 2.5 bcfd.
$1,350
Asset Report
Shams Contract Area (Block 44)
Block 44 (Shams contract area) is in northwest Oman, approximately 250 kilometres west of Muscat. It is operated by a local Omani ...
$3,720
Asset Report
Karish Area Fields
The Karish Area Fields lie approximately 90 kilometres offshore Israel in ultra deepwater. The area comprises the Karish, Karish North ...
$3,720
