Research
November 17, 2020
Our latest white paper addresses the lack of alignment between executives and shareholders and offers solutions to remedy this deeply rooted issue.
September 10, 2020
Our latest white paper explores how E&P companies can align their business with the energy transition by charting a path to net zero emissions and makes the argument for engagement over divestment
August 7, 2020
Earlier this year we launched Kimmeridge Energy Engagement Partners in the pursuit of a better E&P business model. Industry consolidation would provide a significant tailwind to equity prices and investor returns.
February 27, 2020
The US E&P industry is in a time of crisis thanks to overproduction and poor returns. We propose a new business model.
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.
January 25, 2016
As in prior down-cycles, the 2016 environment is poised for a wave of consolidation in energy.
September 30, 2015
Our latest macro update on the changing dynamics of the industry and how to position ourselves for the ultimate turnaround.
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.
May 30, 2014
Production declines and rig efficiency in an unconventional world.
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.
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.