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January 25, 2022

This paper argues that the path to higher valuation multiples lies in reducing the cyclicality of the business and prioritizing consistency in strategy over responding to the ever-changing winds of investor sentiment – while establishing credibility takes time, we offer recommendations to help accelerate the process for the US E&P industry.

July 19, 2021

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.

June 3, 2021

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.

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.

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.