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CSUR Presentation Calgary – Hart Energy

Hart Energy · Jan 9, 2014 · 48 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. CSUR Presentation Calgary – Hart Energy – slide 1
    The Big Four U.S. Resource Plays CSUR Presentation January 9, 2013 Calgary
  2. CSUR Presentation Calgary – Hart Energy – slide 2
    The Marcellus, Bakken, Permian Basin and Eagle Ford And Their 2013 Outlook Developments of NA resource plays are revolutionizing global supply. The Marcellus, Bakken, multiple targets in the Permian Basin, and Eagle Ford account…
  3. CSUR Presentation Calgary – Hart Energy – slide 3
  4. CSUR Presentation Calgary – Hart Energy – slide 4
    Unconventional Gas Play Rankings Remaining Recoverable Gas Resources (Tcf) Marcellus Haynesville Eagle Ford Montney Barnett Fayetteville Bossier Woodford Horn River Granite Wash Dry gas Antrim Utica (US) NGL Permian…
  5. CSUR Presentation Calgary – Hart Energy – slide 5
    Unconventional Oil Play Rankings Recoverable Oil Resources (billion barrels) Bakken (U.S.) Eagle Ford Permian Niobrara Utica (U.S.) Anadarko tight Mississippi Lime Cardium Bakken (Canada) Tuscaloosa Granite Wash Woodford…
  6. CSUR Presentation Calgary – Hart Energy – slide 6
    By Peter Piazza, for Oil and Gas Investor
  7. CSUR Presentation Calgary – Hart Energy – slide 7
    The Marcellus Middle Devonian Primarily shale, but also includes small amounts of bentonite, limestone, and siltstone. Extends across 50 million acres in PA, WVa, OH & NY. Minor portions in MD and VA. Less than 2,000 ft deep and 50 ft…
  8. CSUR Presentation Calgary – Hart Energy – slide 8
    The Marcellus (cont) Three factors appear particularly significant in making the Marcellus an outstanding reservoir: organic content is quite high, up to 12% TOC; naturally fractured overpressured Areal extent is tremendous, making…
  9. CSUR Presentation Calgary – Hart Energy – slide 9
    Marcellus Resource 4Q 2012 North American Shale Quarterly, Hart Energy and Rystad Energy
  10. CSUR Presentation Calgary – Hart Energy – slide 10
    Marcellus Acreage 4Q 2012 North American Shale Quarterly, Hart Energy and Rystad Energy
  11. CSUR Presentation Calgary – Hart Energy – slide 11
    Marcellus Resources by Company Chesapeake Range Resources Statoil EQT Corporation Cabot Oil and Gas Consol Energy Noble Energy National Fuel Gas ExxonMobil Talisman Energy 0 5 10 15 20 25 30 tcfe LOW ESTIMATE BEST…
  12. CSUR Presentation Calgary – Hart Energy – slide 12
    Marcellus Production Forecast 16 14 12 10 bcfed 8 6 4 2 0 2006 2010 2014 2018 Other(s) Ultra Petroleum Antero Resources Shell Anadarko Southwestern Energy ExxonMobil Talisman Energy National Fuel Gas Noble…
  13. CSUR Presentation Calgary – Hart Energy – slide 13
    Hydrocarbon Type 4Q North American Shale Quarterly, Hart Energy and Rystad Energy
  14. CSUR Presentation Calgary – Hart Energy – slide 14
    Marcellus Rigs by Area 140 120 100 80 60 40 20 0 JUN JUL JUN JUL JAN FEB SEP JAN FEB SEP APR AUG DEC APR AUG MAY OCT NOV MAY OCT NOV MAR 2011 MAR 2012…
  15. CSUR Presentation Calgary – Hart Energy – slide 15
    Economic Analysis Type Well Well Breakeven 30-day IP EUR Spacing CAPEX NPV gas price Case Name (mmcfe/d) (bcfe) (acres) (mm) (mm) (/mcfe) Cabot Oil and Gas (Susquehanna County, PA) 11.19 10.56 80 6.5 3.19 2.99 Chesapeake (North…
  16. CSUR Presentation Calgary – Hart Energy – slide 16
    By Lowell Georgia, for Oil and Gas Investor
  17. CSUR Presentation Calgary – Hart Energy – slide 17
    The Bakken Upper Devonian/Lower Mississippian Consists of an upper and lower shale and a mixed-lithology middle member, usually a silty dolomite or dolomitic siltstone. Underlying sandstones in the Three Forks also productive. Ranges…
  18. CSUR Presentation Calgary – Hart Energy – slide 18
    The Bakken (cont) Three factors appear particularly significant in making the Bakken an outstanding reservoir: uniquely closed petroleum system high thermal gradient in-situ oil generation created overpressuring and fractures In…
  19. CSUR Presentation Calgary – Hart Energy – slide 19
    Bakken/Three Forks Resource 4Q 2012 North American Shale Quarterly, Hart Energy and Rystad Energy
  20. CSUR Presentation Calgary – Hart Energy – slide 20
    Bakken/Three Forks Acreage 4Q 2012 North American Shale Quarterly, Hart Energy and Rystad Energy
  21. CSUR Presentation Calgary – Hart Energy – slide 21
    Bakken Resources by Company Continental Resources Hess ExxonMobil Statoil ConocoPhillips Marathon Oil EOG Resources Kodiak Oil and Gas Whiting Petroleum Northern Oil & Gas 0 200 400 600 800 1,000 1,200 1,400 mmboe…
  22. CSUR Presentation Calgary – Hart Energy – slide 22
    1,400 Bakken Production Forecast 1,200 1,000 thousand boed 800 600 400 200 0 2005 2007 2009 2011 2013 2015 2017 2019 Unawarded Acres* Continental Resources Hess ExxonMobil Statoil Whiting Petroleum Marathon…
  23. CSUR Presentation Calgary – Hart Energy – slide 23
    Hydrocarbon Type Bakken Crude Oil Condensate NGL Gas 4Q 2012 North American Shale Quarterly, Hart Energy and Rystad Energy
  24. CSUR Presentation Calgary – Hart Energy – slide 24
    Bakken Rigs by State 200 180 160 140 120 100 80 60 40 20 0 NOV NOV SEP OCT SEP OCT MAR MAY MAR MAY APR DEC APR AUG AUG JUN JUN JAN FEB JUL JAN FEB JUL 2011…
  25. CSUR Presentation Calgary – Hart Energy – slide 25
    Economic Analysis 30 Year - Well 30-day IP EUR Spacing CAPEX Type Well Breakeven oil Case Name (boe/d) (Mboe) (acres) (mm) NPV (mm) price (/boe) ConocoPhillips (Core Area) 660 431 160 8.5 4.26 54.16 Continental Resources (Nesson…
  26. CSUR Presentation Calgary – Hart Energy – slide 26
    By Lowell Georgia, for Oil and Gas Investor
  27. CSUR Presentation Calgary – Hart Energy – slide 27
    The Permian Unconventionals Permian and Pennsylvanian Prolific petroleum system with many objectives: Bone Spring, Delaware and Spraberry sands and Avalon, Wolfcamp, Cline and Pennsylvanian shales Thick sections of stacked pay can be…
  28. CSUR Presentation Calgary – Hart Energy – slide 28
    Permian Resource 4Q 2012 North American Shale Quarterly, Hart Energy and Rystad Energy
  29. CSUR Presentation Calgary – Hart Energy – slide 29
    Permian Acreage 4Q 2012 North American Shale Quarterly, Hart Energy and Rystad Energy
  30. CSUR Presentation Calgary – Hart Energy – slide 30
    Permian Resources by Company Chevron Devon Energy Pioneer Natural Resources Concho Resources Oxy Apache ConocoPhillips Laredo Petroleum Shell Cimarex Energy 0 300 600 900 1,200 1,500 1,800 2,100 2,400 2,700 mmboe…
  31. CSUR Presentation Calgary – Hart Energy – slide 31
    1,800 Permian Production Forecast 1,600 1,400 1,200 thousand boed 1,000 800 600 400 200 0 2008 2010 2012 2014 2016 2018 2020 Chevron Concho Resources Devon Energy Pioneer Natural Resources Apache Oxy Laredo…
  32. CSUR Presentation Calgary – Hart Energy – slide 32
    Hydrocarbon Type Permian Unconventionals Oil* NGL Gas 4Q 2012 North American Shale Quarterly, Hart Energy and Rystad Energy
  33. CSUR Presentation Calgary – Hart Energy – slide 33
    Permian Rig Count by Area 450 400 350 300 250 200 150 100 50 0 JAN MAR MAY JUL SEP NOV JAN MAR MAY JUL SEP NOV 2011 2012 Midland Basin Delaware Basin Central Basin Platform 4Q 2012 North American Shale Quarterly,…
  34. CSUR Presentation Calgary – Hart Energy – slide 34
    Economic Analysis Well Type Well 30-day IP EUR Spacing CAPEX NPV Breakeven oil Case Name (boe/d) (Mboe) (acres) (mm) (mm) price (/boe) Cimarex (Bone Spring/Northern Delaware) 618 551 160 7.0 6.82 41.35 Concho Resources (Avalon…
  35. CSUR Presentation Calgary – Hart Energy – slide 35
    By Lowell Georgia for Oil and Gas Investor
  36. CSUR Presentation Calgary – Hart Energy – slide 36
    The Eagle Ford Late Cretaceous Occurs in a crescent-shaped swath that extends along strike from the Texas/Mexico border to Fayette County, Texas. Extends into Mexico. Eagle Ford depths range from surface outcrop to more than 17,000…
  37. CSUR Presentation Calgary – Hart Energy – slide 37
    The Eagle Ford Two main intervals: The lower EF has an average carbonate content of 51% and average TOC of 5.1%. The upper EF has an average carbonate content of 67% and an average TOC of 3.2%. Main reason the Eagle Ford is so…
  38. CSUR Presentation Calgary – Hart Energy – slide 38
    Eagle Ford Resource 4Q 2012 North American Shale Quarterly, Hart Energy and Rystad Energy
  39. CSUR Presentation Calgary – Hart Energy – slide 39
    Eagle Ford Acreage 4Q 2012 North American Shale Quarterly, Hart Energy and Rystad Energy
  40. CSUR Presentation Calgary – Hart Energy – slide 40
    Eagle Ford Resources by Company EOG Resources BHP Billiton Chesapeake ConocoPhillips SM Energy Marathon Oil CNOOC Rosetta Resources Talisman Energy Statoil 0 500 1,000 1,500 2,000 mmboe LOW ESTIMATE BEST ESTIMATE…
  41. CSUR Presentation Calgary – Hart Energy – slide 41
    3,000 Eagle Ford Production Forecast 2,500 2,000 thousand boed 1,500 1,000 500 0 2008 2010 2012 2014 2016 2018 2020 Other(s) * Shell Reliance Statoil Talisman Energy Murphy Oil Anadarko Pioneer Natural Resources…
  42. CSUR Presentation Calgary – Hart Energy – slide 42
    Hydrocarbon Type Eagle Ford Crude Oil Condensate NGL Gas 4Q 2012 North American Shale Quarterly, Hart Energy and Rystad Energy
  43. CSUR Presentation Calgary – Hart Energy – slide 43
    Rig Counts Eagle Ford Rig Count 210 180 150 120 90 60 30 0 JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV 2011 2012 Oil Gas 4Q 2012 North American Shale…
  44. CSUR Presentation Calgary – Hart Energy – slide 44
    Eagle Ford Valuation Type Well Well Breakeven Breakeven 30-day IP EUR Spacing CAPEX NPV gas price oil price Case Name (boe/d) (Mboe) (acres) (mm) (mm) (/mcfe) (/boe) BHP Billiton (Black Hawk) 1973.21 1066.8 90-100 9.9 10.50 2.00…
  45. CSUR Presentation Calgary – Hart Energy – slide 45
    By Lowell Georgia for Oil and Gas Investor
  46. CSUR Presentation Calgary – Hart Energy – slide 46
    Crude Oil & Condensate Production Forecast 6,000 5,000 Other plays 4,000 Utica Thousands Bbl/d Cardium Anadarko & Panhandle Plays 3,000 Mississippi Lime Niobrara 2,000 Permian Basin Tight Oil Eagle Ford Bakken…
  47. CSUR Presentation Calgary – Hart Energy – slide 47
    Dry Gas Production Forecast 60 50 Other Mississippi Lime 40 Granite Wash Horn River Woodford Bcf/d 30 Fayetteville Barnett 20 Eagle Ford Montney 10 Haynesville Marcellus 0 2005 2007 2009 2011 2013 2015 2017…
  48. CSUR Presentation Calgary – Hart Energy – slide 48
    Thank You Peggy Williams Editorial Director Hart Energy pwilliamshartenergy.com 303-756-6824

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