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Super-Spiked Podcast

2: Audio of "ROCE Deep Dive #2, From Fake Well IRRs to ROCE"

Arjun Murti

Dec 15, 2021

Please find episode 2 of the Super-Spiked Podcast. Super-Spiked Podcast is now available on Apple Podcasts, Spotify or your favorite podcast player app.

In episode 2, I focus on key highlights of the 2nd ROCE Deep Dive post, From Fake Well IRRs and Capital Surplus to ROCE and Capital Discipline.

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From Fake IRRs and Surplus Capital to ROCE and Capital Discipline

In the second post of my ROCE Deep Dive series, I would like to address the legacy of poor shale oil profitability seen last decade during Shale 1.0 and what I expect to be a much brighter outlook looking forward with Shale 2.0. In a nutshell US-based oil-leveraged (“oily”) E&Ps are moving from a focus on over-stated well IRRs that drove a mis-placed g…

4 years ago · 6 comments · Arjun Murti

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