Brandon Davis - WM

Head of L48 Corporate WoodMac. Follow for insights using our data with a touch of analytic flair. Views usually my own

[Brandon Davis - WM @BdavisWm]

@clawrence Annually, mid-August is the least windy time of the year across TX. July-Sept wind speeds on average are the least windy each year.

[Brandon Davis - WM @BdavisWm]

@RobertClarke_WM @WM_CorpAnalysis Me when doing the analysis: Umm, I guess high side sensitivity at $10 Henry Hub?

[Brandon Davis - WM @BdavisWm]

👀

[Brandon Davis - WM @BdavisWm]

@FauxRight @NextWaveEFT @RobertClarke_WM Yup

[Brandon Davis - WM @BdavisWm]

Geez there are a lot of operators on this acreage footprint.

[Brandon Davis - WM @BdavisWm]

Let's see what this thing's worth. Initial quick-look; WCMP A looks promising but everything else a bit underwhelming. Our Plays team did dig deeper last year, so will be interesting to see how this fits within that context. https://t.co/B7URpy5Ax8 @RobertClarke_WM

[Brandon Davis - WM @BdavisWm]

@RobertClarke_WM @OnGAnxiety @WM_CorpAnalysis @davidrontal @BrandonMyers10 Or you can use highcharts if you’re a coder!

[Brandon Davis - WM @BdavisWm]

Starting to work it up. Bulk of future economic inventory sits on the non-op.

[Brandon Davis - WM @BdavisWm]

The Wood Mackenzie Corporate Debt Monitor goes deep into current capital structures to compare against our own valuations, looking to highlight both strength and weaknesses in producer balance sheets. Q1 update is live now. https://t.co/ko5kHP7ywW

[Robert Clarke @RobertClarke_WM]

Really informational chart from @WM_CorpAnalysis showing financial stability improving in shale. Data set includes 30 US independents. H/T @BdavisWm Full deck for WM clients here: https://t.co/cz3vuXf5tv

[Brandon Davis - WM @BdavisWm]

Fun times starting to port our older GEM models to new valuations functionality. Playing around uploading different price decks and using discount rates for PUD/PDP.

[Wood Mackenzie @WoodMackenzie]

"Wood Mackenzie, an energy consultancy, said that while the largest impact was on container shipping — which made up about 50 per cent of the vessels transiting the canal in February — at least 16 laden crude oil and refined fuel tankers had been held up" https://t.co/RmD0YPw6z7

[Brandon Davis - WM @BdavisWm]

Companies are still early in their journey to reach bold ESG goals. We've looked at several leading US independents to better understand where their emissions and targets sit relative to one another and what they're doing to achieve their goals.

https://t.co/2xIZVz9MVU

[Brandon Davis - WM @BdavisWm]

#China's carbon neutral future has been an interesting topic of late. @woodmackenzie's latest #Horizons piece explores the country's plans to transform its economy and how it produces, transports and consumes energy https://t.co/47TrqNAzK2

[Brandon Davis - WM @BdavisWm]

@bigD_oil @RobertClarke_WM @mailboxmoney6 Permanent efficiency gains be like

[Brandon Davis - WM @BdavisWm]

@FracLost @RobertClarke_WM Lol

[Brandon Davis - WM @BdavisWm]

@RobertClarke_WM @mailboxmoney6 Fuel. Hiring back poorer performing crews (ie decreased efficiency)

[Brandon Davis - WM @BdavisWm]

@WAR527 Got to love highlighting Free Cash Flow when you don't drill anything.

[Brandon Davis - WM @BdavisWm]

@WhettyFord @mailboxmoney6 @RobertClarke_WM Reposting this graph.

[Brandon Davis - WM @BdavisWm]

@RobertClarke_WM @WAR527 From the acquisition front, mostly it was quality to quality, though QEP to FANG was (would be) the outlier there.