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DUG Permian – Wood Mackenzie

Wood Mackenzie · May 1, 2014 · 27 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 – Wood Mackenzie – slide 1
    Back to the Oil Patch The revival of the Permian Basin We make the data make a difference DUG Permian May 2014 Trusted commercial intelligence www.woodmac.com
  2. DUG Permian – Wood Mackenzie – slide 2
    Agenda We make the data make a difference 1. A brief overview of the Permian 2. Rome wasnt built in a day; neither was the Permian 3. Operator strategy; maximise the prize 2 Trusted commercial intelligence www.woodmac.com
  3. DUG Permian – Wood Mackenzie – slide 3
    Lower 48 capital unconventional spending We make the data make a difference The Permian is a major part of tight oil revolution 30 Barnett Haynesville 25 Marcellus Bakken New spend US billion 20 Eagle Ford 15…
  4. DUG Permian – Wood Mackenzie – slide 4
    What is going on in the Wolfcamp We make the data make a difference Understanding the sub-plays within the Wolfcamp 4 Trusted commercial intelligence www.woodmac.com
  5. DUG Permian – Wood Mackenzie – slide 5
    Successful efforts across the Permian We make the data make a difference 5 Trusted commercial intelligence www.woodmac.com
  6. DUG Permian – Wood Mackenzie – slide 6
    Successful efforts across the Permian We make the data make a difference 6 Trusted commercial intelligence www.woodmac.com
  7. DUG Permian – Wood Mackenzie – slide 7
    Successful efforts expanding across the Permian We make the data make a difference 7 Trusted commercial intelligence www.woodmac.com
  8. DUG Permian – Wood Mackenzie – slide 8
    Successful efforts across the Permian We make the data make a difference 8 Trusted commercial intelligence www.woodmac.com
  9. DUG Permian – Wood Mackenzie – slide 9
    Successful efforts across the Permian We make the data make a difference 9 Trusted commercial intelligence www.woodmac.com
  10. DUG Permian – Wood Mackenzie – slide 10
    We make the data make a difference 1. A brief overview of the Permian 2. Rome wasnt built in a day; neither was the Permian 3. Operator strategy; maximise the prize 10 Trusted commercial intelligence www.woodmac.com
  11. DUG Permian – Wood Mackenzie – slide 11
    Permian economics are built We make the data make a difference Conventional type well economic metrics Sectional economics Breakeven Marcellus Marcellus 7 90 Bakken 80,000 Bakken Eagle Ford Eagle Ford 80 Wolfcamp 6 Wolfcamp…
  12. DUG Permian – Wood Mackenzie – slide 12
    Geology evokes challenges but offers reward We make the data make a difference Tracking the B-bench across the Wolfcamp Source: Wood Mackenzie 12 Trusted commercial intelligence www.woodmac.com
  13. DUG Permian – Wood Mackenzie – slide 13
    The building blocks for Permian economics We make the data make a difference Completions by bench over time 2011 A 2012 A bench 2013 Ozona Wolfcamp B bench B C C bench Cline Cline Source: Wood Mackenzie 0 100…
  14. DUG Permian – Wood Mackenzie – slide 14
    Wolfcamp economics: Bench performance We make the data make a difference B- bench outpaces A and C Tracking Operator Well Performance B bench A bench C bench A- bench B- bench C- bench 160 35 50 140 30 Acreage value US…
  15. DUG Permian – Wood Mackenzie – slide 15
    Wolfcamp Economics: Operator performance We make the data make a difference Disparity amongst operators Effect on economics 14 B bench A bench C bench 35 12 50 30 Acreage value US thousands/acre 640 acre section value…
  16. DUG Permian – Wood Mackenzie – slide 16
    Wolfcamp Economics: Operator performance We make the data make a difference Learning curve compressing Effect on economics 30-day average max rate 2H 2012 B bench A bench C bench 700 70 Producing wells 35 600 60 50 30 500…
  17. DUG Permian – Wood Mackenzie – slide 17
    Wolfcamp economics: Leveraging assets We make the data make a difference Driving down costs Putting more wells in the money Average well cost IRR B bench A bench C bench 7 35% 35 50 6 30% 30 Acreage value US thousands/acre…
  18. DUG Permian – Wood Mackenzie – slide 18
    Wolfcamp economics: Leveraging assets We make the data make a difference Leveraging cost savings Putting more wells in the money 35 B bench A bench C bench A bench 35 30 B bench 50 C bench 30 Sectional value of development…
  19. DUG Permian – Wood Mackenzie – slide 19
    The Wolfcamp stacks up favorably We make the data make a difference Type well economics Sectional economics Breakeven Marcellus Marcellus 7 90 Bakken 80,000 Bakken Eagle Ford Eagle Ford 80 Wolfcamp 6 Wolfcamp 70,000 70 Type…
  20. DUG Permian – Wood Mackenzie – slide 20
    The Wolfcamp stacks up favorably We make the data make a difference Type well economics Sectional economics Breakeven Marcellus Marcellus 7 90 Bakken 80,000 Bakken Eagle Ford Eagle Ford 80 Wolfcamp 6 Wolfcamp 70,000 70 Type…
  21. DUG Permian – Wood Mackenzie – slide 21
    Agenda We make the data make a difference 1. A brief overview of the Permian 2. Rome wasnt built in a day; neither was the Permian 3. Operator strategy; maximise the prize 21 Trusted commercial intelligence www.woodmac.com
  22. DUG Permian – Wood Mackenzie – slide 22
    Wolfcamp production forecast We make the data make a difference Base case production outlook Liquid production boe Gas production boe Rig Count 3,000 250 2,500 200 2,000 Production mboe/d 150 1,500 100 1,000…
  23. DUG Permian – Wood Mackenzie – slide 23
    Wolfcamp production forecast We make the data make a difference Upside to building the Wolfcamp Liquid production boe Gas production boe Rig Count 3,000 250 2,500 200 2,000 Production mboe/d 150 1,500 100…
  24. DUG Permian – Wood Mackenzie – slide 24
    What does this mean for the Wolfcamp We make the data make a difference For operators willing to adopt a long-sighted strategy: A world-class play with upside throughout the stratigraphic column Over 35 years of drilling…
  25. DUG Permian – Wood Mackenzie – slide 25
    We make the data make a difference Benjamin Shattuck Upstream Analyst Lower 48 T +1 713 470 1811 E benjamin.shattuckwoodmac.com Benjamin works as an analyst on the Lower 48 team at Wood Mackenzie. His responsibilities include…
  26. DUG Permian – Wood Mackenzie – slide 26
    Disclaimer We make the data make a difference Strictly Private & Confidential This report has been prepared by Wood Mackenzie Limited. The report is intended solely for the benefit of the recipient and its contents and conclusions…
  27. DUG Permian – Wood Mackenzie – slide 27
    We make the data make a difference Europe +44 131 243 4400 Americas +1 713 470 1600 Asia Pacific +65 6518 0800 Email contactuswoodmac.com Website www.woodmac.com Wood Mackenzie* is a global leader in commercial intelligence for…

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