Insight
Which operators have the largest, low-cost tight oil inventory?
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Plenty of US operators have the option to drill NPV positive tight oil wells today, but as the recovery slowly builds, it might be more important to understand which companies can continue to drill economic assets well into the future. Will inventory exhaustion become a material issue?
Table of contents
- Prevailing heavyweights in a position of strength
- US tight oil cost stack
- Permian geography dominates economic inventory
- Detailing the scale of low-cost inventory
- Operator comparisons
- Fragmented allocation but big names lead
Tables and charts
This report includes the following images and tables:
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Cumulative remaining sub-play resource (74 bnboe)Sub-$60/bbl BE locations by GeographyBreakevens and remaining inventory by sub-playOwnership of the most low-cost locations
What's included
This report contains:
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