Zero-Premium Mergers: A Proposal for Public E&Ps
A review of the market environment for sub-scale public companies operating in the Permian Basin.
The oil & gas exploration and production business is inherently simple: find hydrocarbons cheaply and generate a high cash margin.
How will growth in the Permian Basin affect oil prices? This is one of the key questions today for investors in the oil patch.
Macro Update: In Recovery
OPEC Rips, US Slips and Spare Capacity Dips.
Find Me Somebody to Love
As in prior down-cycles, the 2016 environment is poised for a wave of consolidation in energy.
The Best of the Best
Why the Delaware Basin Ranks Top amongst US Tight Oil Plays.
Macro Update: Echoes of ‘98
Our latest macro update on the changing dynamics of the industry and how to position ourselves for the ultimate turnaround.
Deconstructing the Fayetteville
Lessons from a Mature Shale Play
Macro Update: LUV for Oil?
Kimmeridge analyzes the various dynamics we are seeing within this once-in-a-decade environment.
Macro Update: Welcome to the Trough
In a volatile year, where we expect to go from here.
Feed Me Seymour
The Insatiable Growth in U.S. Gas Demand.
When Will the Hamster Fall From the Wheel
Production declines and rig efficiency in an unconventional world.
What’s in a name? Who we are and what we do.
Despite the myth that the great North American unconventional “land grab” is over, we show that significant acreage opportunities remain.
Why Winners Win
Kimmeridge breaks down the drivers of performance in the E&P space.
Green Technology and Fraccing
Closer Bedfellows Than You Might Imagine.
Transport Bottlenecks and Arbitrage
Since the decline in domestic oil production that began in the 70’s, the US has increased its dependence on foreign oil, primarily from seaborne imports.
How will Tight Oil Impact Global Oil Prices this Decade?
One of the major concerns among oil industry investors is the potential impact of the shale revolution on global oil prices.
Brother from the Same Mother?
The Relationships Between Unconventional and Conventional Oil and Gas Resources.
Creeping to a Correction?
Why Kimmeridge believes that the US Gas Market May be Poised to Recover.
Defining the Core of Shale Plays
In exploring for unconventional oil and gas, being in the core of the play is key.