Starting with differentiated analysis in the Vaca Muerta
Enverus, the most trusted energy-dedicated SaaS company that leverages generative AI across its solutions, today announced the launch of its Global Research offering. The product serves as a cornerstone of an expanded portfolio of global oil and gas intelligence solutions, which also features comprehensive datasets covering global oil wells, production volumes, exploration blocks and more – all hosted on Enverus PRISM®, the company’s hallmark AI-powered analytics platform. Together, the products enable clients to transform rich data into actionable insights.
In the product’s inaugural report about Argentina’s Vaca Muerta, Enverus details how despite the shale play’s world-class productivity and economics, M&A buyers are acquiring assets at significantly discounted valuations relative to comparable North American shale assets. Specifically, the company’s estimated deals imply Vaca Muerta buyers are paying on average $1 million per undeveloped well location versus $4 million for U.S. locations of similar quality. Enverus analysts expect the recent low entry costs to attract an increasing number of inventory-hungry shale operators in North America.
The report also leverages Enverus PRISM® to demonstrate how liquids-weighted Vaca Muerta well productivity has declined by 24% since 2021. Minimal attention has been paid to the trend, which clouds the fast-growing play’s otherwise-sunny outlook.
Enverus is optimistic about the play’s prospects to grow, fill new infrastructure capacity, and deliver strong medium-term returns for operators. Beyond M&A analysis and productivity trends, the report also quantifies the play’s remaining undrilled inventory, identifies significant valuation disparities across equity and M&A markets, and highlights development areas experiencing a wide variance in results.
“We are eager to expand our successful, research-led playbook from North America into the wider global oil and gas market,” said Andy McConn, director of Enverus Intelligence Research. “By transcribing our robust global datasets into PRISM®, leveraging our large team of global analysts, and investing in new coverage areas, we expect to revolutionize decision-making for global oil and gas stakeholders similarly to how we have done so in the North American market.”
Enverus’ new Global Research product will cover both conventional and unconventional assets across the globe, featuring valuation models, activity forecasts and deep research for energy investors and strategic planners across the value chain. Enverus products are designed to pair with its AI for Energy approach, which allows customers to supercharge their productivity, eliminate uncertainty and act with confidence. Powered by 25+ years of proprietary energy data, analytics and research, Enverus AI is built for energy, by energy professionals, trained on the most complete intelligence in the industry, and designed to work alongside your teams in the workflows they use every day.
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