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Marathon corporate report

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Report summary

Few companies have undergone as decisive a portfolio transformation as Marathon in recent years. Successful deal making has allowed the company to exit high cost international resource themes while adding more and more weight to a competitive domestic tight oil portfolio. The sale of non core assets has helped protect the balance sheet through the downturn. Marathon is now well placed to both ride out a period of continuing lower oil prices and step on the development accelerator in a rising price environment.

What's included

This report contains

  • Document

    Marathon corporate report

    ZIP 2.65 MB

  • Document

    Marathon corporate report

    PDF 1.92 MB

  • Document

    Marathon Corporate Report.xls

    XLS 3.21 MB

Table of contents

  • Executive summary
  • Strategy
  • Financial health
  • Resources, reserves and production
  • Portfolio summary
  • Economic assumptions

Tables and charts

This report includes 37 images and tables including:

Images

  • Relative share price performance
  • Market premium / discount to WoodMac NPV,10
  • Strategic fit of international regions
  • Strategy: Image 6
  • Change in NPV,10 by resource theme discounting from 2017 and 2022
  • Benchmark: 5-yr tight oil production CAGR (2016 to 2021)
  • Benchmark: new project returns
  • Disposal assessment: production outlook
  • Disposal assessment: cash flow outlook
  • Corporate cash flow breakeven outlook
  • Net debt outlook
  • Marathon's reported and forecast production
  • Production by resource theme
  • Benchmark: 5-yr production CAGR (2016-2021)
  • Benchmark: reserves and resource life
  • Benchmark: WM organic reserves replacement (2012-2016)
  • Economic assumptions: Image 1
  • Economic assumptions: Image 2
  • Evolution of portfolio diversity (NPV,10 basis)
  • M&A activity since upstream/downstream split
  • Marathon's SCOOP/STACK portfolio
  • Benchmark: Mid-Continent portfolio valuation
  • Benchmark: Delaware Basin running room
  • Delaware Basin portfolio valuation upside
  • Benchmark: top Eagle Ford E&Ps
  • Eagle Ford portfolio cash flow sensitivity
  • Benchmark: top Bakken/Three Forks E&Ps
  • Marathon Bakken/Three Forks well performance

Tables

  • Key assets
  • Executive summary: Table 1
  • Potential future asset sales
  • US Lower 48 portfolio
  • Base price assumptions (nominal terms)
  • High price assumptions
  • Low price assumptions
  • Value assumptions
  • Foreign exchange rate assumptions

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