Research Archive

Home / Research Archive

Research Archive

June 12, 2018

A review of the market environment for sub-scale public companies operating in the Permian Basin.

December 27, 2017

The oil & gas exploration and production business is inherently simple: find hydrocarbons cheaply and generate a high cash margin.

February 28, 2017

How will growth in the Permian Basin affect oil prices? This is one of the key questions today for investors in the oil patch.

May 3, 2016

OPEC Rips, US Slips and Spare Capacity Dips.

January 25, 2016

As in prior down-cycles, the 2016 environment is poised for a wave of consolidation in energy.

October 1, 2015

Why the Delaware Basin Ranks Top amongst US Tight Oil Plays.

September 30, 2015

Our latest macro update on the changing dynamics of the industry and how to position ourselves for the ultimate turnaround.

June 25, 2015

Lessons from a Mature Shale Play

March 22, 2015

Kimmeridge analyzes the various dynamics we are seeing within this once-in-a-decade environment.

January 4, 2015

In a volatile year, where we expect to go from here.

July 20, 2014

The Insatiable Growth in U.S. Gas Demand.

May 30, 2014

Production declines and rig efficiency in an unconventional world.

April 17, 2014

What’s in a name? Who we are and what we do.

March 10, 2014

Despite the myth that the great North American unconventional “land grab” is over, we show that significant acreage opportunities remain.

October 22, 2013

Kimmeridge breaks down the drivers of performance in the E&P space.

July 19, 2013

Closer Bedfellows Than You Might Imagine.

May 19, 2013

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.

May 19, 2013

One of the major concerns among oil industry investors is the potential impact of the shale revolution on global oil prices.

September 17, 2012

The Relationships Between Unconventional and Conventional Oil and Gas Resources.

June 28, 2012

Why Kimmeridge believes that the US Gas Market May be Poised to Recover.

June 1, 2012

In exploring for unconventional oil and gas, being in the core of the play is key.