【7A文】Can the North American Shale Revolution Work for Oil(北美页岩气革命适合页岩油工作吗？).pptx

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1、PreparedforUnconventionalOil&GasSummit2012ByMichaelRodgersManagingPartner&HeadofAsia6September,2012KeyTakeawaysUSshalegasgrewrapidly,butreplicatingitoutsideofNorthAmericawillbedifficultasmanykeycomponentsofthe“ecosystem”arenotpresentinotherregions•Privateownershipofoilandgas•Comp

2、etitivestructureRevolutionisnowunderwayforliquids•Transitiontooilisincomplete,butgrowthalreadyworld-scale•Foroilplays,expect3-5newmajorplaysinnext5years,butthereareinfrastructuredeficitsandstructurallimitsDrygasdrillingremainssurprisinglystrong,butmanywellsonlyrecentlyuneconomic

3、Currentgaspriceshavelikelyovershotandshouldleadtoreversalofgrowthtrendinlate2012CantheNorthAmericaShaleRevolutionWorkforOil?

4、PFCEnergy

5、mrodgers@pfcenergy.com

6、Page2CantheNorthAmericaShaleRevolutionWorkforOil?

7、PFCEnergy

8、mrodgers@pfcenergy.com

9、Page3NorthAmericaShalePlaysNorthAmerica

10、ChinaArgentinaPolandRussia?ResourcebasequalityResourcebasequantityPropertyrightsclarityCooperativegovernmentServicesectorcapacityInnovationviacompetitionWillingnesstospendmoneyFavorablenaturalgaspricesEasytomarketgasIncentivesforunconventionalOverallOpportunity/RiskCantheNorthAmer

11、icaShaleRevolutionWorkforOil?

12、PFCEnergy

13、mrodgers@pfcenergy.com

14、Page4MultipleDriversoftheUSStorySource:PFCEnergyNorthAmericanOnshoreServiceCantheNorthAmericaShaleRevolutionWorkforOil?

15、PFCEnergy

16、mrodgers@pfcenergy.com

17、Page5EssentiallyaPrivateMarketSectorAchievement95%ofshalewellsdri

18、lled2000-2010wereonprivateandstatelandSource:PFCEnergyNorthAmericaOnshoreServiceCantheNorthAmericaShaleRevolutionWorkforOil?

19、PFCEnergy

20、mrodgers@pfcenergy.com

21、Page6LotsofCompanies,DrillingLotsofWellsEaglefordshaleincludesmorethan50operators,somewithjustonewellCompaniesseekingtoho

22、ldacreagebyproduction,butnewwellsholdamaximumoflessthan3sqkilometersMorethan3,000wellsdrilledsince2009,butstilllessthan10%developedSource:PFCEnergyNorthAmericaOnshoreServiceEaglefordWells,Spuds,andPermitsbyOperator12/1/20021/1/20006/1/20004/1/20019/1/20012/1/20027/1/20025/1/20033

23、/1/20048/1/20041/1/20056/1/20054/