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Jefferies Global Energy Conference – Cabot Oil & Gas Corp

Cabot Oil & Gas Corp · Dec 2, 2010 · 26 slides

Investor presentation from the Shale Experts oil & gas presentation and slide database. Every page is imaged and its text indexed for search across operators, plays, basins and time.

Slides

  1. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 1
    INVESTOR PRESENTATION Jefferies Global Energy Conference St. Regis Houston, TX December 02, 2010 1
  2. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 2
    North Region 2
  3. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 3
    Marcellus Overview Marcellus Gross Interval Isopach C.I. 50 ft 7 Horizontal Rigs Horizontal 30 D/Avg. IP 8.8 Mmcf/d 119 wells drilled 85 completed 100 High 6 H completing Pressure 24 H, 3 V WOC 200 6 H,1 V WOPL 50 100 43…
  4. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 4
    Susquehanna Area 2010 Drilling Program Current Rate: 230-240 Mmcfe/d Producing Wells: 43H, 33V BHL 2010 Wells (7V,60H) BHL BHL 2009 Wells (20V, 30H) 2008 and Before (17V, 5H) 2009 Pipeline 2010 Pipeline…
  5. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 5
    Gross Production Susquehanna County 300 Actual Production Forecast Production Nov 1 2011 250 43 Program Current Rate 230 - 240 Mmcf/d 200 Mmcfe/d 150 2010 Program 100 Dec 09 17 50 Dec 08 Base Production 1 0…
  6. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 6
    Recent Marcellus Well Statistics Statistics from Last 10 Wells Turned in Line Category Average Maximum Lateral Length 3,693 ft 4,865 ft Frac Stages 15 19 Measured Depth 10,539 ft 11,575 ft 24-Hour IP 15.3 MMCF/D 20.5 MMCF/D
  7. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 7
    Susquehanna Current 5-Year Plan
  8. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 8
    Susquehanna Sales Current Rate (7 compressors): 230-240 Mmcf/day (Teel/Lathrop) Phase Two Lathrop Compression (permit pending): 105-120 Mmcf/day Total Compression: 335-360 Mmcf/day
  9. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 9
    Pipeline Options Tennessee Gas Pipeline Boston 200 Line Laser Susquehanna Cty. Millennium Pipeline Stagecoach TGP Tennessee Gas Pipeline 300 Line Transco Pipeline Williams Laser Project June 2011 Williams Project July 2011…
  10. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 10
    Susquehanna Take Away Opportunities Takeaway Not a Problem for Cabot * Backhaul to WV 100,000 Mcf/d * Firm Through Third Party Customer 50,000 Mcf/d * Williams Pipeline to Transco up to 250,000 Mcf/d * Stagecoach Lateral and TGP…
  11. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 11
    Pre-Drill Methane Central Susquehanna County, PA Pre-Drill N Methane (mg/L) < 0.005 0.005 - 0.010 0.010 - 0.025 0.025 - 0.050 0.050 - 0.100 0.1 - 0.5 0.5 - 1 1 - 5 5 - 10 10 - 15 15 - 20 1.5 Miles 20 - 25 25 -…
  12. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 12
    Susquehanna Summary Seven (7) Rigs drilling plus dedicated frac crew Drilling permits flowing approximately 60 permits in hand Continue to lay additional pipelines Waiting on air quality permit to set four (4) additional…
  13. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 13
    South Region 13
  14. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 14
    Middle Bossier / Haynesville Shales East Texas North Louisiana Gas in Place GMX, DVN, NFR, PVA (Bcf/Section) (Range 40-200+) 6-10 MMCF/D (H) CHK,HK,SM Scale: DVN, XTO, APC 5-28 MMCF/D (H) 13-28 MMCF/D (H) 1-3 MMCF/D (V) 4-10…
  15. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 15
    Middle Bossier / Haynesville Shales East Texas Cabot Interest County Operator Well W.I. % Formation Status San Augustine COG * Von Goetz 3 100 Bossier / Haynesville Producing San Augustine EXCO * Burrows 1H 41 Haynesville Producing…
  16. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 16
    Middle Bossier / Haynesville Shales East Texas North Louisiana 700 Acres Bossier Shale Resource 5 Horizontal Bossier Wells Opportunity Middle Bossier + Shale 975 Locations 1.4 Billion PV10 4.00 5 Horizontal Haynesville Wells…
  17. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 17
    Eagle Ford HARLOW 2,679 net acres (-4500) PRESIDIO 9,348 net acres BUCKHORN (-9000) POWDERHORN 36,213 net acres TSUNAMI 3D EOG Operated 10,740 net acres (-6000-8000) Proprietary Preliminary data in house (-4500) 47 sq…
  18. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 18
    Presidio COG/EOG JV EOG Cabot 3H Spud March 2011 ATASCOSA Lateral Length 6000 EOG EOG Estes 1H Cabot 2H Comp. Spud Feb. 2011 EOG Lateral Length Lyssy 6H 6400 1,112 BO/D 858 MCF/D 3D Outline EOG AMI Outline…
  19. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 19
    Buckhorn New Drilling Locations Atascosa Well Status IP: BOD IP: MCF IP: BOE Frio 1 Patrick West 1H Producing 334 142 358 2 Arminius Energy Trust 1H Producing 759 1000 926 3 Arminius Energy Trust 2H Producing 504 256 547…
  20. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 20
    Eagle Ford Deals AC /Ac Date Company (M) (M) County WEBB, DIMMIT, ZAVALA, MCMULLEN, Oct-10 CHK/ CNOOC 600 10.8 LASALLE Atascosa Oct-10 ENDURING/STO/TLM 134 11.0 DEWITT, KARNES, MCMULLEN Sep-10 HUGHES/PLAINS 60 9.6 KARNES, LIVE…
  21. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 21
    Quick Look - Financial Concerns expressed over spending must balance with lease expirations Seismic Eagle Ford Lease 2010 increases: Marcellus Extended laterals, additional fracs - Marcellus 55 MM Lease Marcellus lease…
  22. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 22
    Overall Company Portfolio 22
  23. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 23
    Conventional Total * Key Statistics Daily Production (Mmcfe at 11/2/10) 122.4 Proved Reserves (Bcfe at 12/31/09) 1,127.5 % PUD 18.8% R/P 23.9 Mmcfe/day 200 150 100 50 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb…
  24. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 24
    Financial Position 9/30/2010 In millions 9/30/2010 Borrowing Base 1,500 Outstanding Debt 1,095 Borrowing Capacity 405 Revolver Capacity 467 24
  25. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 25
    Potential Funding Activities Under Consideration Revolver Expansion (complete) Joint Ventures (in discussion) Evaluating other initiatives 25
  26. Jefferies Global Energy Conference – Cabot Oil & Gas Corp – slide 26
    Summary Mid-sized independent with a significant inventory of high return, large resource potential: Marcellus best geological acreage position Eagle Ford impactful position in oil window Haynesville/Bossier significant resource…

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