Jennifer Warren
Research analyst, commodities, macro, natural resources

Concho's Mad Shale Oil Skills In The Permian's Delaware Basin

Executive summary:

  • Concho's continued strong reserve-replacement ratios are ahead of many peers in the Permian.
  • The Delaware operators, with mid-cap Concho a leader, have room to run, with Southern Delaware activity ramping up.
    Permian players have tailwinds on oil supply/demand fundamentals that are trending for potentially decades ...
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