When will tight oil make money?
This report is currently unavailable
*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
- Executive Summary
-
1. Is it really different this time?
- Reported cash flow, profits and returns have been elusive
- Free cash flow will come as tight oil moves through the cycle
- Sizing up tight oil – the Permian dominates the opportunity
-
2. Tight oil sensitivity to price, costs, productivity and behaviour
- Corporate cash flow and valuation are leveraged to oil price
Tables and charts
This report includes the following images and tables:
- Free cash flow: historical
- Return on capital employed: historical
- Free cash flow outlook for Tight Oil Inc.
- IRRs versus capital expenditure on new projects for our coverage
- EOG’s cash flow under different scenarios
- EOG’s production under different scenarios
- WM reserves life
- Global undeveloped oil reserves by Brent breakeven price (NPV, 15): US tight oil vs greenfield conventional
- Tight Oil Inc.: sensitivity of value to price, discount rate, productivity, and cost
- Portfolio value sensitivity to oil price: Tight Oil Inc versus Non-tight-oil peer group
- Sensitivity if Permian tight volumes to cost inflation under cash flow neutrality (US$50/bbl real)
- Sensitivity of Permian well returns to cost inflation
- 5 more item(s)...
What's included
This report contains:
Other reports you may be interested in
Mind the gap: ExxonMobil’s proprietary proppant is a US Lower 48 differentiator
We believe petcoke could increase completion effectiveness and raise recovery by up to 15% when used across multiple wells on a pad.
$1,350Global unconventional roundup May 2025
A roundup of global shale and tight oil and gas activity in 2025.
$1,350Rising risks in Lower 48 opex: marginal impact or deal destroyer?
Signs of structural opex inflation are emerging. Have one-time synergies from recent deals masked the shift?
$1,350