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Same shale, different value
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Report summary
The success of operations in the Eagle Ford shale means that it has become the benchmark for emerging plays around the world, and it is common to hear a new play described as 'the next Eagle Ford'. However, the very different commercial factors at play in these new locations mean that replicating the Eagle Ford is not a guarantee of success.
Table of contents
- Executive Summary
- Introduction
-
Adjusting individual variables - high costs pose greatest threat to value
- Price adjustments
- Fiscal adjustments
- Conclusions
- Appendix A: Value waterfall graphs
- Appendix B: Model assumptions
Tables and charts
This report includes 11 images and tables including:
- Same shale, different value: Table 1
- Eagle Ford – Base Case – Remaining PV of US$180 million
- Analogue Eagle Ford Project in Argentina – PV destruction of US$195 million
- Analogue Eagle Ford Project in Australia – Remaining PV of US$72 million
- Analogue Eagle Ford Project in China - Remaining PV of US$61 million
- Gas prices
- Oil prices
- Overview of key fiscal terms*
- Full cycle project assumptions
- Changes to individual variables show downside of costs, upside of price and fiscal terms
- Same shale, different value: Image 2
What's included
This report contains:
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