Asset Valuation, Competitor Intelligence and Basin/Play Economics

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.

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.

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.

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.

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.

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.

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. IHS Markit Expert Jerry Kepes discusses the longevity of the onshore North America shale play.

This report, utilizing IHS Markit fixed-income data, dispels the notion that serious debt issues are broad based.

Register for a webinar where IHS Markit experts dissect the STACK, examining critical trends, company positions, infrastructure, productivity drivers and emerging areas.

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.

IHS Markit expects production to remain steady through 2020. Download our presentation to find out more.

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

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.

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.

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 IHS Markit expects out of this region in the years to come.

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

The IHS Markit 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.

IHS Markit 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.

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.

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

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

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

The IHS Markit 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.

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.

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.

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

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.

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.