Blowdown scenario modelling -- O&G

How would one go about modelling this based onpublic filings对于一个拥有约100口井的单物资产生产商,每个人都没有公众的细节?我所知道的(或者至少,我所知道的)是当前的整体公司下降速度,也是任何新钻孔良好的下降率的总体想法。

Note I am not an O&G guy.

评论 (8

9y
Winning Squared, what's your opinion? Comment below:

I don't know if you need a type curve for this but see if you can get access to HPDI or a similar service that can you give you historical production for operators in the area.

9y
MRB87, what's your opinion? Comment below:

我能够建立一个符合公司估算的个人井类型曲线equity research和投资者演讲;但是,我不知道在哪个生产阶段有多少井。还是我应该将整个公司视为一个井(例如,如果我知道明年的公司下降是40pct,而典型的个人井则是40/20/15/10,那么我将型号2年级的公司下降20pct,然后是15岁,ETC...)

9y
Winning Squared, what's your opinion? Comment below:

That might be the best way if you have no other information. I think mgmt would be the only ones to know that kind of granularity

9y
oreos, what's your opinion? Comment below:

@rufiolove ? you're an O&G guy, right?

“在华尔街工作后,这是一个选择,您宁愿在麦当劳或卖方工作吗?我会选择麦当劳而不是卖方。”- 大卫·特珀(David Tepper)
9y
Rufiolove, what's your opinion? Comment below:

是的,正如@Nabooru提到的,你可以把了r the PDP decline rate and apply that to existing PDP production. For future development (i.e. PUD locations and Probable / Possible locations) you would want to get as granular as possible, using multiple type curves if necessary based on variance in geology, geography, any basin level detail you would have. This would allow you to construct a production waterfall. If you wanted to do a全面排列的导航, you would just need to run out all wells通过他们的经济生活

7y
Billackman, what's your opinion? Comment below:

Numquam corrupti odit aut. Quidem qui eum et sed architecto sapiente.

Quia Quae veniam voluptatem quia nostrum。HIC Mollitia Tenetur坐着。

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