Vermilion Energy, for example, sells more than two-thirds of its hydrocarbon output in Asia or Europe, insulating the company’s cash flow against weakness in the North American oil market.
Meanwhile, crude oil accounts for about 91 percent of Crescent Point Energy’s production mix, a favorable weighting in the current price environment.
With an identified inventory of about 7,700 locations, the company has ample opportunity to continue its impressive production growth.
The company expects output to hit 150,000 barrels of oil equivalent per day in the next five years, thanks to a high-quality asset base that includes a mix of low-risk drilling sites in established plays, promising early-stage developments and a number of exploratory opportunities.
Unfavorable price differentials weighed on Crescent Point Energy’s first-quarter results, but the company has sought to combat this headwind by using rail to deliver its oil volumes to markets that offer better pricing.
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Elliott and Roger on Nov. 30, 2021
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