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Asset Valuation, Competitor Intelligence and Basin/Play Economics

Understanding the above ground elements within a basin is critical to the viability of a new project. Whether determining the break even, risk management or infrastructure costs associated with exploitation, or developing a play strategy, S&P Global energy solutions will help you see the entire landscape, utilizing the best information available in the market to make the most profitable decisions.

Questions on Asset Valuation, Competitor Intelligence and Basin/Play Economics? Request more information on S&P Global offerings around Asset Valuation, Competitor Intelligence and Basin/Play Economics for US onshore.
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    CASE STUDY

    Vantage® enables buyers and sellers to understand the intrinsic values of upstream assets

    Vantage® provides detailed valuation analysis for upstream oil and gas assets in a powerful online platform. Read this case study to see how one client used the Vantage valuation tool to accurately value its net share in an asset prior to a successful sale.

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    NEWS RELEASE

    S&P Global: U.S. Natural Gas Production Could Grow Another 60 Percent over Next 20 Years

    Ten years since start of U.S. “Shale Gale,” pace of production growth is only accelerating and continues to reshape the energy, economic and geopolitical landscape, new report finds.

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    NEWS RELEASE

    Supermajors Need to Invest Nearly $30 Billion in Permian Basin through 2020 to Meet Volume Targets, Further Exacerbating Service Shortages, S&P Global Says

    Execution risk may be too great for smaller E&Ps vulnerable to cost escalation and now-likely candidates for sales or mergers. Read the full release to learn more.

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    NEWS RELEASE

    New S&P Global Outlook – “Stunning” Permian Basin Oil Production to More than Double from 2017-2023, Exceeding Expectations

    Production in the Permian Basin is on pace to reach 5.4 million barrels per day in 2023 which would be more than current production from any single member of OPEC other than Saudi Arabia. Read the full release to learn more.

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    BLOG

    A new paradigm in fracing requires a new method of analysis

    US onshore shale players have ramped up 2018-19 capital spending intentions and production targets across the board, from the smallest independents to the Global International Oil Companies. Read the full blog post to understand what this means for the unconventional asset space.

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    Article

    America's Energy Future Reshaped By Oil, Gas Supplies From Tight Rock Formations

    What the U.S. energy industry has accomplished in the last decade is nothing short of astonishing. Read this full article by Pete Stark and Bob Fryklund to dive in to the details.

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    VIDEO

    Examining the Longevity of the Onshore North American Shale Play

    Onshore North America continues to be very important to the global supply. The near term forecast seems robust, but the longer term strengths and vulnerabilities of onshore North America plays are less clear. S&P Global Expert Jerry Kepes discusses the longevity of the onshore North America shale play.

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    BLOG

    North American E&Ps: Dispelling debt bubble fears-an issue for a few, but not the many

    This report, utilizing S&P Global fixed-income data, dispels the notion that serious debt issues are broad based.

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    WEBCAST

    Dissecting the STACK - Is it the next growth opportunity for operators?

    Register for a webinar where S&P Global experts dissect the STACK, examining critical trends, company positions, infrastructure, productivity drivers and emerging areas.

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    WHITEPAPER

    Appalachia and associated gas team up to drive up near-term production

    Delayed infrastructure expansions in the Appalachia have curtailed 2017 gas production growth. Read the whitepaper showing our updated forecast with the delay in the pipeline expansions, including the Nexus and Rover pipelines.

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    PRESENTATION

    Eagle Ford: what you need to know

    S&P Global expects production to remain steady through 2020. Download our presentation to find out more.

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    PRESENTATION

    SCOOP, STACK, and bordering areas: Late 2016 and early 2017

    Expansion is the trend in the STACK, with Kingfisher County at the center of the Oklahoma unconventional STACK story… for now.

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    PRESENTATION

    Bakken: what you need to know

    Activity in the Bakken is more sensitive to oil price, given the higher break-even costs compared with other plays such as Permian and Eagle Ford.

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    BLOG

    North American onshore: My observations at CERAWeek

    North American onshore was decidedly the topic du jour at CERAWeek 2017. Virtually every conversation referenced the role that unconventionals are playing both at a local, national, and global level.

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    WHITEPAPER

    Pricing continues to dominate in the Permian

    The Permian basin is the most dynamic play in North America today and the Wolfcamp Delaware and Wolfcamp Midland aren't far behind. Read the full whitepaper to see what S&P Global expects out of this region in the years to come.

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    PRESENTATION

    Mid-Continent regional gas analysis

    November heating loads to resurrect sinking Mid-Continent demand. Download the full presentation.

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    BLOG POST

    The Permian Basin: A magnet for risk capital

    The S&P Global energy team anticipates that U.S. crude production will rise by over 500,000 barrels per day in 2017 with the Permian Basin supporting the entire production growth wedge.

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    BLOG POST

    Permian M&A: Hot and getting hotter

    S&P Global expects that the sufficient number of private operators remaining means that the Permian M&A frenzy has only just begun, despite relatively high headline acreage valuations.

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    BLOG

    Changes in shale well design: Reaching the limits?

    In the third quarter of 2016, the Lower 48 started showing signs of a robust recovery, and a year later, activity has doubled and growth has returned. How are the main elements behaving? Is the cycle unwinding? This blog post focuses on well design in the five major unconventional plays.
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    WEBCAST

    A complete play analysis of the Permian Basin

    The Permian Basin is one of the most prolific and mature hydrocarbon-producing basins in the world. Join our experts as they discuss the Permian’s vertical and horizontal production, in-place and remaining resources and how the basin may rapidly be approaching a second peak.

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    NEWS RELEASE

    Permian oil operators’ lofty production targets supported by strong hedging

    Permian-focused E&Ps have hedged 65 percent of oil production at more than $50 per barrel. Read the full release to learn more.

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    NEWS RELEASE

    After the land rush, execution risk and rising costs loom for Permian Basin exploration and production companies in 2017

    Rising CAPEX costs tighten economics in hot Permian Basin. Read the full release to learn more.

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    NEWS RELEASE

    North American E&P companies triple 2017 hedging to 24 percent of production, but hedging income set to plummet

    Hedging advantage lessens as oil prices rise. Read the full release to learn more.

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    PRESENTATION

    North American cost trends

    The S&P Global North American upstream capital cost index is down, while the operating cost index went up indicating we’ll see modest activity in offshore due to an oversupply of vessels and rigs. Read this presentation to learn more.

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    BLOG POST

    North America onshore on the move, while offshore continues to struggle

    The US land rig count went up approximately 26% in the first quarter 2017 with the biggest increase coming from the Permian Basin. Read this full post to see what this means for the North American onshore arena moving forward.

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    PRESENTATION

    Wolfcamp benches: A geologist's perspective

    Read this presentation to learn about the five benches in the Wolfcamp play, including their break-even economics, operator/well locations and counts, and production potential.

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    PRESENTATION

    Permian Basin play analysis

    Read this presentation for an in-depth analysis of the current state of the Permian Basin.

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    WEBCAST

    Wolfcamp horizontal play of Midland Basin, West Texas

    The Wolfcamp Play in the Midland Basin is one of the largest and most active resource plays in North America. View this on-demand presentation to get an overview of this play, from the geology, drilling and production results to the operators, successes and challenges.

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    WEBCAST

    Unleashing the beast? Key issues for the US upstream in 2017

    Enjoy this on-demand presentation by our experts on unconventional production in the Lower 48, including: M&A trends, service sector pricing, break-even scenarios, productivity shifts and a production forecast.

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    PRESENTATION

    What to expect in the Permian in 2017

    Acquisition prices per acre have eclipsed anything previously seen in the continental United States. The potential of individual formations and benches continues to be delineated and the industry is actively driving up production through new drilling and completion techniques and midstream expansion projects.

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