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NGL supply - less than meets the eye?

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Report summary

We all know that a typical gas well's Gas Oil ratio (GOR) increases over its lifetime but how does this phenomenon impact NGL production from unconventional reservoirs? B y our estimates a downside risk of 385 000 b/d in the long term NGL production forecast and up to 40% reductions in well NPV10 in some areas. The impacts also extend to asset valuations in the burgeoning midstream and petrochemical sectors in the US.

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