Fundamental Research

Now or Never: Testing the Resolve of the E&P Industry

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.

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Executive Compensation The Good the Bad and the Ugly

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.

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Why the Energy Industry needs a Carbon Offset Exchange

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.

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Bringing Alignment and Accountability to the E&P Sector

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

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Charting a Path to Net Zero Emissions

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

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US Upstream M&A – Like Turkeys Voting for Christmas

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.

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Preparing the E&P Sector for the Energy Transition – A New Business Model

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

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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.

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All-In-One

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

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Permian Slug

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

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Macro Update: In Recovery

OPEC Rips, US Slips and Spare Capacity Dips.

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Find Me Somebody to Love

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

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The Best of the Best

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

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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.

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Deconstructing the Fayetteville

Lessons from a Mature Shale Play

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Macro Update: LUV for Oil?

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

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Macro Update: Welcome to the Trough

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

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Feed Me Seymour

The Insatiable Growth in U.S. Gas Demand.

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When Will the Hamster Fall From the Wheel

Production declines and rig efficiency in an unconventional world.

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Why Kimmeridge

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

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Great Expirations

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

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Why Winners Win

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

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Green Technology and Fraccing

Closer Bedfellows Than You Might Imagine.

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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.

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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.

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Brother from the Same Mother?

The Relationships Between Unconventional and Conventional Oil and Gas Resources.

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Creeping to a Correction?

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

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Defining the Core of Shale Plays

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

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