Oil Gas Leads

MARCH 3, 2025

share) at US$70/bbl WTI Free Funds Flow: $550 million Net Debt: Maintained under $1 billion with a 0.3x Maintenance capital efficiency improvements ensure sustainable production growth. billion Funds Flow: $1.65 billion ($2.81/share) Debt/EBITDA ratio Dividends & Share Buybacks: Base dividend of $0.73/share

Sustainability 52

Sustainability Sustainable Basin BBL 52

Oil Gas Leads

MAY 11, 2025

oil production resilience depends on two pillars: An inventory of low-cost projects (sub-$40/bbl) Sustained operational activity to avoid decline and cost inflation Insights from the top oil & gas CEOs reinforce this modelbut they also reveal growing concern about capital discipline and production headwinds.

Sustainability 52

Sustainability Sustainable Oil Basin 52

Oil Gas Leads

MAY 11, 2025

Industry leaders like ExxonMobil, ConocoPhillips, Chevron, Diamondback, Devon, and Occidental are racing to optimize capital efficiency while sustaining inventory quality. But as basins mature and geology becomes more challenging, the key question becomes: Can these gains be sustained, or has the industry already picked the low-hanging fruit?

Sustainability 52

Sustainability Sustainable Oil Basin 52

Oil Gas Leads

MAY 20, 2025

In early 2024, WTI crude prices averaged $77$80/bbl , whereas by Q2 2025, prices have softened to $60$70/bbl. While operators still hold large inventories of low-breakeven projects, sustained drilling activity is essential to offset shales steep natural declines.

Basin 52

Basin BBL Operator Oil 52