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Investor Presentation – Itg

Itg · Nov 1, 2013 · 38 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. Investor Presentation – Itg – slide 1
    US Bakken: Well Design, Downspacing and Deeper Benches 11/2013 Gibson Scott, CFA Director, Energy Research Caitlyn McCrimmon, CFA Senior Associate, Energy Research David J. Howard, P.Eng. Director, Energy Research 2013 Investment…
  2. Investor Presentation – Itg – slide 2
    NAVs Most Sensitive to Well Performance * Share prices as at November 11, 2013 Source : ITG IR U.S. Bakken Well Design, Downspacing and Deeper Benches 11/2013 Slide No. 2
  3. Investor Presentation – Itg – slide 3
    + , (*)-*)(+ (,(*+ ,*%', %/,* ' + (*+)(/* %'%. % *& ,-&)+ -,(&,(' ,+ %-* *(++%' +'(, (1 %' *,('%((%+ ,+ -',,0 -',,0 ,+,*,(' + *)' *',' * +' +&(',(*' -&)', Source : ITG IR U.S. Bakken Well Design, Downspacing and…
  4. Investor Presentation – Itg – slide 4
    Lateral Lengths Steadily Increase Over Time Source : ITG IR, NDIC, raw data provided by didesktop U.S. Bakken Well Design, Downspacing and Deeper Benches 11/2013 Slide No. 5
  5. Investor Presentation – Itg – slide 5
    EOG Is Changing the Fraccing Game Source : ITG IR, NDIC, raw data provided by didesktop U.S. Bakken Well Design, Downspacing and Deeper Benches 11/2013 Slide No. 6
  6. Investor Presentation – Itg – slide 6
    Ceramic Users Are Gaining Market Share Source : ITG IR, NDIC, raw data provided by didesktop U.S. Bakken Well Design, Downspacing and Deeper Benches 11/2013 Slide No. 7
  7. Investor Presentation – Itg – slide 7
    IP Rates Are Differentiated by Operator Source : ITG IR, raw data provided by didesktop U.S. Bakken Well Design, Downspacing and Deeper Benches 11/2013 Slide No. 8
  8. Investor Presentation – Itg – slide 8
    Est. EURs Are Differentiated by Operator Source : ITG IR, raw data provided by didesktop U.S. Bakken Well Design, Downspacing and Deeper Benches 11/2013 Slide No. 9
  9. Investor Presentation – Itg – slide 9
    The Price of Outperformance Can Be High Source : ITG IR U.S. Bakken Well Design, Downspacing and Deeper Benches 11/2013 Slide No. 10
  10. Investor Presentation – Itg – slide 10
    The Essential Ingredients to OOIP Source : ITG IR U.S. Bakken Well Design, Downspacing and Deeper Benches 11/2013 Slide No. 12
  11. Investor Presentation – Itg – slide 11
    MB Is 75 ft Thick in the East Nesson Region Source : ITG IR, NDIC, raw data provided by didesktop U.S. Bakken Well Design, Downspacing and Deeper Benches 11/2013 Slide No. 13
  12. Investor Presentation – Itg – slide 12
    MB Porosity Averages 5-8% in Core Area Source : ITG IR, NDIC, raw data provided by didesktop U.S. Bakken Well Design, Downspacing and Deeper Benches 11/2013 Slide No. 14
  13. Investor Presentation – Itg – slide 13
    Low Water Saturation in Thermally Mature Region Source : ITG IR, NDIC, raw data provided by didesktop U.S. Bakken Well Design, Downspacing and Deeper Benches 11/2013 Slide No. 15
  14. Investor Presentation – Itg – slide 14
    MB OOIP Ranges 6-10 MMbbl/Section in Core Source : ITG IR, NDIC, raw data provided by didesktop U.S. Bakken Well Design, Downspacing and Deeper Benches 11/2013 Slide No. 16
  15. Investor Presentation – Itg – slide 15
    MB OOIP Ranges 6-10 MMbbl/Section in Core Source : ITG IR, NDIC, raw data provided by didesktop U.S. Bakken Well Design, Downspacing and Deeper Benches 11/2013 Slide No. 17
  16. Investor Presentation – Itg – slide 16
    Only a Fraction of MB OOIP Recovered To Date Source : ITG IR, NDIC, raw data provided by didesktop U.S. Bakken Well Design, Downspacing and Deeper Benches 11/2013 Slide No. 18
  17. Investor Presentation – Itg – slide 17
    Expected RF Based on Current Well Count Source : ITG IR, NDIC, raw data provided by didesktop U.S. Bakken Well Design, Downspacing and Deeper Benches 11/2013 Slide No. 19
  18. Investor Presentation – Itg – slide 18
    Implied RF Based on Six Wells/1,280-Acre DSU Source : ITG IR, NDIC, raw data provided by didesktop U.S. Bakken Well Design, Downspacing and Deeper Benches 11/2013 Slide No. 20
  19. Investor Presentation – Itg – slide 19
    Three Forks Is Present Everywhere the Bakken Is Source : ITG IR, North Dakota Department of Mineral Resources U.S. Bakken Well Design, Downspacing and Deeper Benches 11/2013 Slide No. 21
  20. Investor Presentation – Itg – slide 20
    Three Forks Sourced by Bakken Shales Source : ITG IR, USGS, modified from Pollastro and others (2008a) U.S. Bakken Well Design, Downspacing and Deeper Benches 11/2013 Slide No. 22
  21. Investor Presentation – Itg – slide 21
    Three Forks Results Are Variable Across The Basin Source : ITG IR, NDIC, raw data provided by didesktop U.S. Bakken Well Design, Downspacing and Deeper Benches 11/2013 Slide No. 23
  22. Investor Presentation – Itg – slide 22
    Structure Influences TFS Productivity Source : ITG IR, NDIC, raw data provided by didesktop U.S. Bakken Well Design, Downspacing and Deeper Benches 11/2013 Slide No. 24
  23. Investor Presentation – Itg – slide 23
    Southern Limit Defined by Bakken Zero Edge Source : ITG IR, NDIC, raw data provided by didesktop U.S. Bakken Well Design, Downspacing and Deeper Benches 11/2013 Slide No. 25
  24. Investor Presentation – Itg – slide 24
    Thermal Maturity Enhances Productivity Source : ITG IR, NDIC, raw data provided by didesktop U.S. Bakken Well Design, Downspacing and Deeper Benches 11/2013 Slide No. 26
  25. Investor Presentation – Itg – slide 25
    Shales Must Be Sufficiently Thick Source : ITG IR, NDIC, raw data provided by didesktop U.S. Bakken Well Design, Downspacing and Deeper Benches 11/2013 Slide No. 27
  26. Investor Presentation – Itg – slide 26
    ITG IR Three Forks Fairway Source : ITG IR, NDIC, raw data provided by didesktop U.S. Bakken Well Design, Downspacing and Deeper Benches 11/2013 Slide No. 28
  27. Investor Presentation – Itg – slide 27
    TFS Thickness Ranges from 175 to 250 ft Source : ITG IR, North Dakota Department of Mineral Resources Source : ITG IR, NDIC, raw data provided by didesktop U.S. Bakken Well Design, Downspacing and Deeper Benches 11/2013 Slide…
  28. Investor Presentation – Itg – slide 28
    Deeper Benches Look Worse on Logs Middle Bakken: D: 6% : 5 ohms Three Forks (1st Bench): D: 3% : 3 ohms Three Forks (2nd Bench): D: 2% : 2.5 ohms Three Forks (3rd Bench): D: 1% : 1.5 ohms Source : ITG IR, NDIC…
  29. Investor Presentation – Itg – slide 29
    TFS Wells Completed Similarly to Typical MB Wells were similarly drilled and completed with 9,500- to 10,000-ft laterals and 2.5-3 million lbs of proppant (sand/ceramic combination) Peak CM IP rates more correlated to longer term…
  30. Investor Presentation – Itg – slide 30
    Lower TFS Wells Underperform Offset MB CLR has drilled six wells in the Charlotte unit targeting the MB, TF1, TF2, TF3 intervals Charlotte 1-22H (MB): Reported test: NA 24-hr Test: 496 boe/d (0% gas) Charlotte 2-22H (TF2):…
  31. Investor Presentation – Itg – slide 31
    CLRs ND Acreage Weighted To ITG IR Cores Source : ITG IR, company presentations U.S. Bakken Well Design, Downspacing and Deeper Benches 11/2013 Slide No. 33
  32. Investor Presentation – Itg – slide 32
    Most KOG Acreage Also Within ITG IR MB Cores Source : ITG IR, company presentations U.S. Bakken Well Design, Downspacing and Deeper Benches 11/2013 Slide No. 34
  33. Investor Presentation – Itg – slide 33
    OAS West Williston Mostly Outside of Fairways Source : ITG IR, company presentations U.S. Bakken Well Design, Downspacing and Deeper Benches 11/2013 Slide No. 35
  34. Investor Presentation – Itg – slide 34
    Much WLL Acreage Outside of Fairways Source : ITG IR, company presentations U.S. Bakken Well Design, Downspacing and Deeper Benches 11/2013 Slide No. 36
  35. Investor Presentation – Itg – slide 35
    FBIR Region Exhibits Lowest Break-Evens Source : ITG IR, raw data provided by didesktop U.S. Bakken Well Design, Downspacing and Deeper Benches 11/2013 Slide No. 38
  36. Investor Presentation – Itg – slide 36
    FBIR Operators Exhibit Lowest Break-Evens Source : ITG IR, raw data provided by didesktop U.S. Bakken Well Design, Downspacing and Deeper Benches 11/2013 Slide No. 39
  37. Investor Presentation – Itg – slide 37
    Anticline and FBIR Regions Drive Growth Source : ITG IR, raw data provided by didesktop U.S. Bakken Well Design, Downspacing and Deeper Benches 11/2013 Slide No. 40
  38. Investor Presentation – Itg – slide 38
    Companies Mentioned ADDITIONAL COMPANIES MENTIONED IN THIS REPORT Name of Company Ticker Exchange Recent Price Continental Resources CLR NYSE 115.62 EOG Resources EOG NYSE 169.67 Halcon Resources HK NYSE 4.70 Hess HES NYSE 81.70 Kodiak…

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