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EXPLORATION AND PRODUCTION IN THE NEW PRICE WORLD DAVID LAWRENCE LAWRENCE ENERGY GROUP
17

Lawrence yae presentation

Apr 14, 2017

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David Lawrence
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Page 1: Lawrence yae presentation

E X P L O R AT I O N A N D P R O D U C T I O N I N T H E N E W P R I C E W O R L D

D AV I D L AW R E N C E L AW R E N C E E N E R G Y G R O U P

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W H AT ' S D I F F E R E N T ?

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S U P P LY / D E M A N D B A L A N C E 4 Q 2 0 1 5 ? ?

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S T O R A G E I N C R E A S E

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S H O R T M E M O R I E S

D E M A N D R E S P O N S E

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M A S S I V E C A P I TA L I N F L U X I N T O N A

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I T ' S N O T J U S T U N C O N V E N T I O N A L S

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7 5 0 0 0 P E O P L E L O S I N G T H E I R J O B S

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O P E C F I S C A L B R E A K E V E N P R I C E

H O W L O N G B E L O W B R E A K E V E N ?

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D E C L I N E R AT E S O F E X I S T I N G F I E L D S AV E ~ 6 % / Y R . . & R I S I N G

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M A N Y S I G N I F I C A N T I N T E R N AT I O N A L S H A L E P L AY S . . . B U T E X P E C T M A N Y S I G N I F I C A N T P R O D U C T I O N D E L AY S

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W E AT H E R T H E S T O R M , C O S T & C A P I TA L D I S C I P L I N E , S H A P E T H E P O R T F O L I O , S E E K O P P O R T U N I T I E S

T H R O U G H C Y C L E I N V E S T M E N T S T R AT E G Y

Lawrence Energy Group [email protected] Twitter @lawrence_energy http://theenergycollective.com/david-lawrence