Саммит ОПЕК

[el_murid]

В преддверии саммита ОПЕК активно обсуждается две препендикулярных теории заговора, касающихся сегодняшнего падения цен на нефть.

Comments

[sirmullih]

Данные Morgan Stanley касательно цены при которой добыча в соответствующем регионе даёт IRR 20% годовых.

MORGAN STANLEY (Oct. 14)
"U.S. oil shale is moving down the cost curve and adding to
the global oil production mix as operators continue to improve
drilling and fracturing performance - essentially getting more
from shale wells for less capex."
"U.S. shale is now no longer the marginal barrel, with cash
breakevens in some major U.S. shale plays having dropped by up
to $30 per barrel since 2012."

SHALE BREAKEVEN OIL
PRICE PER BARREL
OF OIL
EQUIVALENT
US EAGLEFORD $60-80

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UBS INVESTMENT RESEARCH (Oct. 14)
BASIN BREAKEVEN OIL
PRICE PER
BARREL
EAGLE FORD $43.34
MIDLAND NORTH WOLFCAMP $52.56
MIDLAND SOUTH WOLFCAMP $62.74
DELAWARE BONE SPRING $64.67
BAKKEN $65.06
NIOBRARA $72.75
DELAWARE WOLFCAMP $74.86
UINTA-VERTICAL $78.16
MISSISSIPIAN LIME $85.54
DELAWARE AVALON $85.87
ANADARKO BASIN $88.83
UTICA-HORIZONTAL $111.48

BASIN BREAKEVEN OIL PRICE
PER BARREL
Marcellus Shale - SW liquids rich $24.23
Marcellus Shale - Super Rich $25.63
Utica - Wet gas $32.39
Mississippian Horizontal - East $42.15
Utica - Liquids Rich $44.04
Eagle Ford - Liquids Rich $46.05
Niobrara - Wattenberg $46.10
Wolfcamp - N. Midland (Horizontal) $53.92
Eagle Ford - Oil Window $55.29
Wolfcamp - S. Midland (Horizontal) $61.57
Mississippian Horizontal - West $64.05
Wolfberry $64.63
Bakken Shale $64.74
Wolfcamp - N. Delaware (Horizontal) $68.54
Uinta - Green River $68.77
Uinta - Wasatch (H) $72.15
Granite Wash - Liquids Rich $73.10
Horizontal
Uinta - Wasatch (V) $74.95
Barnett Shale - Southern Liquids $84.45
Rich