Notes from the road: tight oil operator plans for 2024-2025 Report

Insight 21 May 2024

Get this report*

$1,350

You can pay by card or invoice

Share link

First name
Last name
Job Title
Company
Email
Telephone

Country

Message

Consent

Please keep me informed about Wood Mackenzie products, services and events.

Submit Category

For details on how your data is used and stored, see our Privacy Notice.

- FAQs about online orders
- Find out more about subscriptions

*Please note that this report only includes an Excel data file if this is indicated in "What's included" below

Report summary

Key themes include efficiency expectations, inventory growth, M&A momentum and opex risks. Cost metrics remain the near-term tool investors use to judge winners and losers. Additionally, there’s a brewing tension between what asset buyers want and what sellers can offer. That’ll be showcased in deal premiums. We also noted a slightly higher tolerance for operational change – holding onto non-core assets, drilling even longer laterals and deploying new AI/ML tools. Buyers will quickly adjust the well spacing patterns sellers established too. And with scarcity premiums in Permian deals drifting even higher, more discussions featured new geographies and other basins, particularly the Uinta.