L48 Unconventionals

Determining strategies to deliver value by leveraging digitalization across the hydrocarbon supply chain

Moderator: RT Dukes, Research Director Lower 48 Upstream Oil and Gas, Wood Mackenzie


1:00 PM - 1:30 PM Corporate Headwinds – what makes oil and gas more attractive?

Speaker: Matt Parsons, Vice President, GSO Capital Partners

Overview of the challenges seen in the sector and how operators can make themselves more attractive to investors.

1:30 PM – 2:00 PM Can Tight Oil Inc deliver long-term?

Speaker: Alex Beeker, Principal Analyst, Wood Mackenzie

US tight oil producers are being challenged to mature past growth alone. Macro pressures and a lack of investor interest mean producers need to deliver to turn the tide. The key question is where do they go from here and can they execute.

2:00 PM - 2:30 PM Will the oilfield supply chain enable or slow industry progress?

Panelists: Rob Clarke, Research Director, Lower 48 Upstream Oil and Gas, Wood Mackenzie; Scott Forbes, Vice President, Wood Mackenzie; Emily Chang, Director, Cost Intelligence, Power Advocate

Power Advocate and Wood Mackenzie offer a unique perspective on the supply chain. The biggest question today is whether services will enable the industry or squeeze margins as activity levels improve.

2:30 PM - 3:00 PM Networking Break

3:00 PM - 3:30 PM Challenges or opportunities created for mid and small sized operators?

Panelists: Claire Harvey, Chief Executive Officer, Gryphon Oil & Gas; Tim Parker, Chief Technical Officer, Encino

The market today isn’t what it was just a couple of years ago. The successful companies are building a niche that will scale through M&A or better operational prowess. The panel will share how they differentiate from their peers and what will make them successful in the coming years.

3:30 PM - 4:00 PM The falling cost curve has found its floor

Speakers: Nathan Nemeth, Senior Analyst - Upstream Research, Wood Mackenzie; Benjamin Shattuck, Research Director, Lower 48 Upstream Oil and Gas, Wood Mackenzie

Our view of L48 assets has gotten better and better through the downturn, but in the past few quarters we’ve seen performance flatline. Productivity isn’t a rocket and cost can only fall so much. Will industry-wide performance normalize allow the haves and have nots to be separated?

4:00 PM - 4:30 PM Hot button Permian Issues

Speaker: Benjamin Shattuck, Research Director, Lower 48 Upstream Oil and Gas, Wood Mackenzie

Operational risks are no stranger in the oilfield. Whether it’s concentration of risks in pads, GOR, or secondary zones that could underperform, the Permian story was never going to be all roses. Will operational issues doom the basin or should we expect even more from the Permian oil boom?  

4:30 PM - 6:00 PM 
Networking Drinks Reception


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