Permian supply risk: consolidation creates new activity signals
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
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Executive summary
- Scooping up high-growth private companies
- Buyer mindset
- While cutting rigs isn’t new, it’s become severe
- Next year’s growth feels the impact
- Other factors compound into the wider Permian numbers
- Bridging the gap
- Reiterate the base case
Tables and charts
This report includes the following images and tables:
- Notable 2023 Permian transactions with private sellers
- Permian private sellers oil production growth (gross operated volumes)
- Permian 2023 rig count changes: acquisition and post-closing plans
- Lost production from dropped rigs
- Permian base case vs. declining rig count scenario
What's included
This report contains:
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