Insulation From Price Inflation: 2 Operating Strategies Realize Same Positive Outcome
Cost inflation impacts everyone. But for operating companies that aren’t strangers to volatility and adversity, there are opportunities for strong performance despite rising prices. In the Nov. 15 Enverus Intelligence®| Research Morning Energy article, Andrew Gillick explores the factors impacting company valuations. Cost inflation and rising rates are two factors affecting investing decisions, but inflation […]
Crypto Mining’s Growing Role in Power Markets
Crypto mining is gaining dominance in the U.S., where more than a third of miners worldwide are centralized. For Bitcoin, network power demand is in the range of 10-15 gigawatts per day, which translates to roughly 0.4-0.9% of annual global use. Miners are looking to situate operations in areas where they can source low-cost electricity […]
Workflows to Forecast Higher Minerals Profits
As a royalty and minerals investor, your financial outlook is only as good as the underlying production forecasts that consider decline curves and expected commodity prices. You need a high fidelity forecast to acquire, expand and divest at the best (defensible) price. Absent accurate forecasts, interest owners are left with difficult questions to answer, such […]
Carbon Capture, Utilization & Storage: Finding Opportunities in an Emerging Market
The current state of carbon capture, utilization and storage (CCUS) is dominated by the supermajors and large midstream companies who can afford to absorb risks in this emerging market. CCUS project developers are forging ahead without the typical commitments between an oil and gas producer and midstream pipeline developer. And, as we argued in our […]
Energy Market Growth and Production: 3 Trends You Need To Know
Operators and oilfield service companies need to keep pace with the volatile and rapidly evolving energy industry. However, if you are relying solely on public filings to make investment decisions or anticipate future activity, you’re shortchanging yourself. Public data often lags by three months and can be inaccurately reported. If you consider the state of […]
Enverus Intelligent Connections Reveal a Clear Path to Energy’s Future
Saying the energy industry — an industry accustomed to challenge and change — has been rocked over these past few years is probably an understatement. Pandemics, wars, wildly variable oil futures, rapidly changing energy policies and inflation have quickly increased the complexity of one of the world’s largest, most important industries. As the complexity increases, […]
Ukraine Advance — Turning Point or False Dawn?
Ukraine’s extraordinary military success in rolling back the Russian occupation around Kharkiv in early September has raised hopes that Kiev may be on the cusp of a broader victory that would see Russian troops ejected not just from the Ukrainian territories taken since February, but also Russian-annexed Crimea and the Donetsk and Luhansk regions occupied […]
Drive Optimal Returns and Increase Confidence in Critical Investment Decisions
Fast, easy proprietary and Enverus data integration in PRISM now available If you’re relying solely on internal proprietary data to make critical decisions, you’re missing out on the opportunity to drive better business outcomes. Comparing proprietary data, such as estimated ultimate recovery (EUR) or well landing intervals, to trusted, unbiased Enverus data and analytics to verify […]
Sitio and Brigham Break the Ice on Public Royalty Company Consolidation
In the relatively small world of publicly traded mineral companies, the focus has been on publicly traded options. This has been due to the number of new companies listed over the last five years and the absence of public company consolidation. That changed on Sept. 2 with the merger of equals between Sitio Royalties and […]
A Recipe for Designing and Developing Your Asset
Mix classical due diligence approaches with new data science applications to reduce risk, lower cost and optimize outputs Getting ready to develop an asset is notoriously technical. Engineers and geologists grapple with uncertainty as they make decisions that will cost millions and hopefully return a multiple on that spend. To feel confident in their recommendations […]