Navigating Lower 48 M&A opportunities using differentiated data
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Report summary
The oil price collapse has cooled what was previously a white-hot market – US Lower 48 M&A deal flow in 2015 was barely a third of 2014’s. Asset valuations now reflect much lower oil price assumptions, making it a good time to buy. But it will not last. Increasing numbers of cash-stressed operators could prove to be attractive counter-cyclical opportunities, not only to more robust operators, but also private equity which has yet to deploy the full extent of its firepower. We use o ur North America Well Analysis Tool to screen for sample acquisition candidates in the Permian and STACK – the two regions of the L48 still showing demand for acreage deals, albeit only in the right areas.
What's included
This report contains
Table of contents
- The scene is set
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A deal rises from the east and shines in the Permian Basin
- Looking overseas
- Stepping out
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Screening for hidden Permian gems
- Implied cost per acre
- The first step in due diligence
Tables and charts
This report includes 5 images and tables including:
Images
- Sample of Delaware Basin screened candidates
- Navigating Lower 48 M&A opportunities using differentiated data: Image 1
- Tall City wells acquired by Yantai Xinchao: breakevens in comparison with offset wells and core area
- Navigating Lower 48 M&A opportunities using differentiated data: Image 4
Tables
- Criteria used for screening example in Delaware Basin
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