Navigating Lower 48 M&A opportunities using differentiated data Report

Insight 16 May 2016

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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 our 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.

The scene is set
A deal rises from the east and shines in the Permian Basin
- Looking overseas
- Stepping out
Screening for hidden Permian gems
- Implied cost per acre
The first step in due diligence

Tables and charts

This report includes the following images and tables:

Criteria used for screening example in Delaware Basin
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