Scotia Howard Weil Energy Conference – Eco-Stim Energy Solutions, Inc.
Eco-Stim Energy Solutions, Inc. ·
Mar 21, 2016 · 28 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
ScoaHowardWeil March2016 Nasdaq:ESES
Technology-driven,emerginggrowthplaorm Capitalizeonemergingmarketdevelopmentsandsen=mentforEco-Friendlyunconven=onalsolu=ons Emerginggrowth,technology-drivenindependentoileldservice companyproviding: Wells,mula,on; Coiledtubing;and…
Trackrecordofconsistentsuccessbuilding protableenergyserviceplaorms Co-foundedbyBjarteBruheimin Developedin1995byBjarteBruheim, Deepwaterexplora,onventureini,ally BjarteBruheimnamedExecu,ve 1991;servedasPresidentun,l2001…
2014oilandgasproduconandconsumponinArgenna Oilconsump,onoutstripslocaloilsuppliesby33kbbls/day.At Over6billionindollars 45/barrelthisequatesto542millionperyear leavesthecountryeach yeartobuyenergyif…
Argennahasgonefromnetenergyimportsof2billionin2009 toover10billionin2013;Lasttwoyearsnotreported 9
Energyimports(primarilyLNG&nat.gas)have reduceddollarreservestodangerouslevels Argen,naDollarReserves(20092015) (BillionsofDollars) 50 46 45 40 40 38 35 32 30 28 26 25 20 15 10 10 5 0 2009 2010 2011 2012 2013 2014…
EcoSmsrecipeforasuccessfulinternaonalshaleplay Approximately75%ofglobalshaleresourceslieoutsidetheUnitedStates KeySeleconCriteriaForInternaonalShaleMarketOpportunies Top10CountrieswithTechnicallyRecoverableShaleGasResources (tcf) 1.…
2016Argennashaledevelopments Chevrontospend15billionindevelopmentofVacaMuertashale Petronastodrill900wellsinArgen,na;35horizontalwellsin2016-Upstream DowChemicaltopar,cipatein130wellsinArgen,na;30horizontalwellsin…
Reviewofpastbusinessandnewcontractopportunies 2015 Customers And Partners New Customers Q1 2016 New Tenders/Prospects 2016/2017 Page 1414
Unconvenonalwellsdrilled VercalvsHorizontal Unconven,onalWellsDrilled YPF&Partnersnowhave 250 11rigsdrilling10-12 horizontalwellseachper For2016,YPFexpectstodrill54wellsinVaca year;20wellsfromother…
VacaMuertaaveragestagesperwell VercalvsHorizontal AverageStagesPerWell 20 18 16 14 12 10 8 6 4 2 0 2012 2013 2014 2015 2016 Ver,cal Horizontal Source:ManagementEsmates&YPFPublicData 16
DrillingeciencygainsEagleFordvsVacaMuerta Drillingdaysperhorizontalwell 120 100 80 60 40 20 0 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 EagleFord VacaMuerta Source:ManagementEsmates&YPFPublicData 17
Unconvenonalstagespermonthforecast (impliesdoublingofcapacityin2018) Averageof 60stages permonth Unconven,onalStagesPerMonth percrew Averageof 900 50stages 833 permonth 800 Averageof percrew 45stages 700 permonth 625…
UnconvenonalwellstobedrilledForecast (assumesdrillingeciencies&morerigsdedicated) Es,matedHorizontalUnconven,onalWells 450 400 400 350 350 300 300 250 200 200 150 95 100 50 35 0 2015 2016 2017 2018 2019 2020…
ArgennafollowingpathexperiencedinUSshaleplays 2yearsbehindouroriginalforecast Represents13%ofpeak HorizontalWells-Argen,na EagleFordwells 500 400 300 Notethatgenerally,theEagleFord 200 playhad7to10,mesmorerigs 100 thanArgen,na…
ServicecostremainhighinArgennadueto logiscs,supplies&labor Includesproppant;50%lowerif operatorprovidesproppant BarrierstoEntry: 400 Importa,onofnews,mula,onequipmentiss,llchallenging 400…
Drillingeciencyissolvedwithinrst3-5years;compleon eciencyisdrivenbyacvityrst&thenbytechnology TechnicallyRecoverableReservesaredenedasafunc,onofthevolumeofoilproducedfrom…
Argennawellsmulaonspending2016 bytypeofreservoir Spendingbytypeofreservoir Minimum24,000HHP Minimum24,000HHP 19% 29% 50% 56% 25% Minimum16,600HHP 21% Minimum16,600HHP Conven,onal TightGas Unconven,onal Conven,onal…
Advantagesofturbine-poweredpumpingunits Onlypumpingunitintheworldcapableof: runningon100%naturalgas runningonmul,plefuelsourcesincludingnaturalgas,CNG,LNGandDiesel deliveringemissions65%belowEPATier4requirements…
AccordingtoWelling&Co,theprimaryreasonforpoor performingshalewellsisthelackofsubsurfaceunderstanding 25
Technologyplaormtoidenfysweetspots andgroundtruth Eco-S=mconductsitshorizontals=mula=onserviceswithinasystema=cmethodology Leveragesber-op,ctechnologyandpredic,vemodeling(howmanystagesdontactuallyproducehydrocarbons)…
Exampleofsweetspotpredicon Mudlogsonthishorizontalwellshowaremarkersthatconrmpredicvefracturemaps Usingproprietarytechnology foraccuratewellplacement ands,mula,onstageplanning + Mapsproducedinlessthan threeweeksatminimalcost…
Exampleofsweetspotprediconinagivenareausing Geo-Predict Very Good Very Poor Excellent WellA WellB Good Fair Poor Geo-PredictfromMul,pleAIributes 28
Conrmaonofproducingzones.. (Itisgenerallyacceptedintheindustrythat onlyoneofthreestagesactuallyproduce) DerivedfromFiberOpcAcouscSignatures 9 8 7 6 5 4 3 2 1 TIME Gas Production from zone 6 Gas + Water Production from zone…
Condentlytargenggoodlocaons,wellorientaon&sweetspots oneachwell;Signicantcostsavingsinhighcostenvironments 31evenly WellATradionalcompleon spacedstages WellA WellB 30Stages 15Stages WellA 15MM 9.0MM WellA S=mCost S=mCost WellB…
IllustravemarketeconomicsfornewArgennaequipment IllustraveRun-RateFieldLevelCashFlowforComparableEquipment* Conven=onal&TightGas Unconven=onalFleet CoiledTubingUnit PumpingFleets Stages per Month 8 to 10 Stages per Month 25…
ComparavebalancesheetsatDecember31 December31, 2015 2014 Assets Currentassets: Cashandcashequivalents 11,742,489 7,013,556 Accountsreceivable 8,155,264 264,192 Marketablesecuri,es 1,360,767 Inventory 1,546,463 1,619,778…
Historicalrevenuesandsummaryofanalysts esmatesfor2016&2017 MillionsofDollars 140 120 100 80 60 40 20 0 2014Actual 2015Actual 2016AnalystEs,mates 2017AnalystEs,mates Analyst1 Analyst2 Analyst3 Analyst4 Analyst5…
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