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DUG PERMIAN BASIN CONFERENCE – Itg

Itg · Apr 3, 2013 · 36 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. DUG PERMIAN BASIN CONFERENCE – Itg – slide 1
    Road Map to Permian Basin Economics David J. Howard P.Eng Director, Energy Research Darrel Koo Senior Associate, Energy Research Gillian Surbey Senior Associate, Energy Research 2013 Investment Technology Group, Inc. All rights…
  2. DUG PERMIAN BASIN CONFERENCE – Itg – slide 2
    Activity Is Booming and Forecast to Grow *Estimated using average well costs (D&C) in each play and 10/boe Source: ITG IR, raw data provided by didesktop
  3. DUG PERMIAN BASIN CONFERENCE – Itg – slide 3
    Oil Production up 1MM bbl/d in the Next Decade Source: ITG IR, raw data provided by didesktop
  4. DUG PERMIAN BASIN CONFERENCE – Itg – slide 4
    Permian is Very Low Supply Cost Oil Source: ITG IR, raw data provided by didesktop
  5. DUG PERMIAN BASIN CONFERENCE – Itg – slide 5
    Exposure to the Right Permian Play Matters Source: ITG IR, raw data provided by didesktop
  6. DUG PERMIAN BASIN CONFERENCE – Itg – slide 6
    Horizontal Shale Plays are Massive in Scale 3 MM ac 5 MM ac 7 MM ac Source: ITG IR, raw data provided by didesktop
  7. DUG PERMIAN BASIN CONFERENCE – Itg – slide 7
  8. DUG PERMIAN BASIN CONFERENCE – Itg – slide 8
    Perfect Environment for both Source and Reservoir Source: ITG IR, raw data provided by drillinginfo, didesktop, Bureau of Economic Geology, Texas RRC, Modified from C.R. Hanford, Sedimentology and Genetic Stratigraphy of Dean and…
  9. DUG PERMIAN BASIN CONFERENCE – Itg – slide 9
    Industry Activity Points to the Midland and Delaware Source: ITG IR, raw data provided by didesktop
  10. DUG PERMIAN BASIN CONFERENCE – Itg – slide 10
  11. DUG PERMIAN BASIN CONFERENCE – Itg – slide 11
    Permian is Very Low Supply Cost Oil Source: ITG IR, raw data provided by didesktop
  12. DUG PERMIAN BASIN CONFERENCE – Itg – slide 12
    24,000 Wells Represented on a Single Graph Play Average Wellhead Liquids % Play Average Each Dot Is an Individual Well Oil:Gas Price Color of Dot Signifies Wellhead Liquids Fraction Source: ITG IR, raw data provided by…
  13. DUG PERMIAN BASIN CONFERENCE – Itg – slide 13
    Horizontal and Vertical Rates Are Relatively Low Vt - 94 boe/d Hz - 448 boe/d Source: ITG IR, raw data provided by didesktop
  14. DUG PERMIAN BASIN CONFERENCE – Itg – slide 14
    Horizontal and Vertical EURs Are Relatively Low Vt 123 MBoe Hz 377MBoe Source: ITG IR, raw data provided by didesktop
  15. DUG PERMIAN BASIN CONFERENCE – Itg – slide 15
    Economics Are Superior to Most L48 Plays Hz 68 WTI Vt 60 WTI Source: ITG IR, raw data provided by didesktop
  16. DUG PERMIAN BASIN CONFERENCE – Itg – slide 16
  17. DUG PERMIAN BASIN CONFERENCE – Itg – slide 17
    Delaware Basin Offers Multizone Potential 1st & 2nd Bone Spring Avalon,1st & 2nd Bone Spring Wolfcamp 3rd Bone Spring 3rd Bone Spring & Wolfcamp Source: ITG IR, raw data provided by didesktop, Application and Transfer…
  18. DUG PERMIAN BASIN CONFERENCE – Itg – slide 18
    Delaware Wolfcamp Wells Improving Wolfcamp Wells Improving 72 Source: ITG IR, raw data provided by didesktop
  19. DUG PERMIAN BASIN CONFERENCE – Itg – slide 19
    Shelf Slope and War-Wink Currently Most Economic Source: ITG IR, raw data provided by didesktop
  20. DUG PERMIAN BASIN CONFERENCE – Itg – slide 20
    Overpressured Deep Basin More Economic Source: ITG IR, raw data provided by didesktop
  21. DUG PERMIAN BASIN CONFERENCE – Itg – slide 21
    No Longer Largest Uneconomic Oil Field in the USA Source: ITG IR, raw data provided by didesktop, Application and Transfer of Advanced Geological and Engineering Technologies for Incremental Production Opportunities, Bureau of…
  22. DUG PERMIAN BASIN CONFERENCE – Itg – slide 22
    Vertical Midland Wells Very Economic Horizontal Wells Improving Source: ITG IR, raw data provided by didesktop
  23. DUG PERMIAN BASIN CONFERENCE – Itg – slide 23
    Vertical Wells Are More Economic Around the Rim Source: ITG IR, raw data provided by didesktop
  24. DUG PERMIAN BASIN CONFERENCE – Itg – slide 24
  25. DUG PERMIAN BASIN CONFERENCE – Itg – slide 25
    Midland Basin 10 Million Total Fairway Acres 3MM ac 7MM ac Source: ITG IR, raw data provided by didesktop
  26. DUG PERMIAN BASIN CONFERENCE – Itg – slide 26
    Four Horizontal Target Intervals Wolfcamp A Wolfcamp B Wolfcamp C Cline Strawn Source: ITG IR, raw data provided by didesktop, Application and Transfer of Advanced Geological and Engineering Technologies for Incremental…
  27. DUG PERMIAN BASIN CONFERENCE – Itg – slide 27
    Midland Hz Economics Historically Marginal 2012 Average 95 WTI Source: ITG IR, raw data provided by didesktop
  28. DUG PERMIAN BASIN CONFERENCE – Itg – slide 28
    Normalizing for 7,000 Laterals Boosts Economics Longer Laterals 75 WTI Source: ITG IR, raw data provided by didesktop
  29. DUG PERMIAN BASIN CONFERENCE – Itg – slide 29
    500MBoe Recoveries will Prompt Shift to Hz Wells 500 Mboe Well 61WTI Source: ITG IR, raw data provided by didesktop
  30. DUG PERMIAN BASIN CONFERENCE – Itg – slide 30
    Delaware Wolfcamp Next Big Thing 5 MM ac Source: ITG IR, raw data provided by didesktop
  31. DUG PERMIAN BASIN CONFERENCE – Itg – slide 31
    How Are You Going To Take Advantage of This *Estimated using average well costs (D&C) in each play and 10/boe Source: ITG IR, raw data provided by didesktop
  32. DUG PERMIAN BASIN CONFERENCE – Itg – slide 32
  33. DUG PERMIAN BASIN CONFERENCE – Itg – slide 33
    Appendix Delaware Basin Single-Well Economics ITG IR's Single-Well Assumptions Bone Spring Bone Spring White City Wolfbone Wolfbone Shelf Hz Basin Hz War-Wink Hz Horizontal Vertical Avg Vertical High WELL DATA Tie-in (months) 2 2…
  34. DUG PERMIAN BASIN CONFERENCE – Itg – slide 34
    Appendix Midland Basin Single-Well Economics ITG IR's Single-Well Assumptions Midland Wolfcamp Hz Cline Hz 300 Wolfcamp Hz Cline Hz 400 Wolfcamp Hz Cline Hz 500 Wolfcamp Hz Cline Hz 750 Vertical 300 Mboe Mboe 400 Mboe Mboe 500 Mboe…
  35. DUG PERMIAN BASIN CONFERENCE – Itg – slide 35
    Appendix Other Permian Basin Single-Well Economics ITG IR's Single-Well Assumptions CBP Abo CBP Guad CBP Leonard Yeso Vertical Vertical Vertical CBP Horizontal Yeso Vertical Horizontal WELL DATA Tie-in (months) 2 2 2 2 2 2…
  36. DUG PERMIAN BASIN CONFERENCE – Itg – slide 36
    Analyst Certifications and Important Disclosures FINRA Rule 2711 Non-Member Affiliate Disclosures: As of the date of the publication of this report, neither the Analyst nor a member of the Analysts team maintained a financial interest…

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