U.S. shale production has fueled historic growth, but expansion is slowing in mature basins like the Permian. As capital discipline increases and inventory quality declines, the industry must decide what comes next.
This presentation evaluates three strategic paths forward: Exploitation, Re-Entry, and Exploration. While exploitation and re-entry extend existing assets, true long-term upside lies in renewed exploration. Yet exploration today faces reduced risk tolerance, diminished technical depth, and fragmented subsurface datasets, with millions of well logs stranded in paper or legacy formats.
Using large-scale empirical analysis of well log header data, specifically bottomhole temperature (maturity proxy) and mud weight (pressure proxy), this talk demonstrates how regional trends can be mapped, tiered, and blind-tested to identify overlooked opportunities in mature basins.
Shale is not finished, but the next phase of growth will require a return to geologic fundamentals supported by disciplined, data-driven exploration.
📆 Wednesday June 3rd, 9-10am CST / 8-9am MST / 16-17 CEST
🎙 Bryan McDowell, Sabata Energy Consultants
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