Research

Are we charting a new course for the E&P sector? From our perspective, the fate of the industry hinges on whether Boards can successfully align executive compensation with the new E&P business model.

Within this paper, we describe the need for E&Ps to reduce the carbon intensity of their production and create an industry-wide offset exchange to incentivize emissions reductions and facilitate carbon trading.

Our latest white paper addresses the lack of alignment between executives and shareholders and offers solutions to remedy this deeply rooted issue.

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

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.

The US E&P industry is in a time of crisis thanks to overproduction and poor returns. We propose a new business model.

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.

OPEC Rips, US Slips and Spare Capacity Dips.

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

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

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

Lessons from a Mature Shale Play

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

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

The Insatiable Growth in U.S. Gas Demand.

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.

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

Closer Bedfellows Than You Might Imagine.

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.

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

The Relationships Between Unconventional and Conventional Oil and Gas Resources.

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

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