Never Underestimate the
Impact of Your Actions Again

 

Attend the 10th Annual Play by Play Conference to amplify your knowledge on how to turn the dial to full volume on delivering major results from cohesive, seemingly small decisions. 


The Enverus Intelligence Team is here to give you an exclusive picture of how to determine what’s white noise vs what is a signal for success. Stay above the fray as a collective and deliver individual results back to your stakeholders. 


As we continue to exercise caution due to the evolving COVID-19 situation, we will hold the conference virtually. Our fully immersive online experience will allow attendees to interact and engage with our industry experts, and more importantly, each other.

Day 1
December 7, 2021

9:00 AM - 10:10 AM CST

Insights on Macro Oil

Executive Kick Off
 
Welcome to Play By Play 2021. We'll start this year's conference with a discussion about the exciting work we are doing, both past and present.

Manuj Nikhanj
President, Enverus

Gibson Scott
Executive Director and
Head of Intelligence
Research, Enverus

Insights on Macro Oil

Oil Demand | The Future Ain't What It Used To Be
 

Peak oil demand is now more uncertain than ever. Join us as we discuss the COVID-19 demand recovery, electrification of the transport sector and plastics demand.

 

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Al Salazar
Vice President, Enverus

Insights on Macro Oil

Global Oil Supply and Price Outlook | OPEC in Charge
 

With the future burning brightly ahead. we'll discuss how OPEC looks to navigate the current market. Learn how 2021 trends will affect production timing, managing prices and accounting for U.S. shale.

 

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Bill Farren-Price
Director, Enverus

Insights on Macro Oil

Under the Radar | North American Oil Supply 
 

The Brent price rally supports a supply boost from oil producers, but investor pressure for capital discipline is unyielding. Enverus uncovers the micro-level trends that are driving macro movements in North America today, including: operator dynamics, well productivity and economics, rig and completion activity, inventory, capex spend and reinvestment rates.

 

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Farzin Mou
Vice President, Enverus

BREAK
10:25 AM - 11:25 AM CST

Oil Asset Optimization For Today and Beyond

Global Oil Benchmarking | Ghost of Industry Past, Present and Future
 

Which assets sit at the low end of the global cost curve? We'll discuss how recent design trends have impacted performance across plays, the quality of rock being targeted today given the strong commodity environment and how pressures on industry could alter industry's outlook across the world.

 

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Steve Diederichs
Vice President, Enverus

Oil Asset Optimization For Today and Beyond

Permian Asset Optimization | Better, Stronger, Faster - Optimization for Future Growth
 

With the constant need to optimize assets to work better, move faster and produce stronger results, do you know which operators are generating the most value per acre? Which assets are underoptimized? Where do some of the most material optimization opportunities lie?

 

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Graham Bain
Sr Associate, Enverus

Oil Asset Optimization For Today and Beyond

Harder | What's Left and Who's Got It?

 

Where is the greatest L48 opportunity outside of the Permian, and who has the greatest exposure? Which operators are generating the most value per acre and which assets are underoptimized? How does exposure and inventory life tie to corporate direction? 

 

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David Law
Vice President, Enverus

Oil Asset Optimization For Today and Beyond

NOCAR Exploration | Pulling Away the Red Cape - What the Global Bulls Are Missing  

 

Given the forecast for NOCAR oil production, you need tools to determine if new exploration make sense or is counter productive for your ongoing business objectives. We'll help you dive into NOCAR exploration activity trends and what's driving them.

 

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Patrick Rutty
Director, Enverus

11:25 AM - 11:55 AM CST

Oil Optimization Panel

Deep Dive on Private E&P Strategy 


What does capital discipline mean for private E&Ps in this environment? Is the industry over- or under-capitalizing top tier Permian assets today?

Ken Beattle
Chief Operating Officer
CrownQuest
Operating, LLC.

Will Hickey

Co-CEO
Colgate

Dane Gregoris
Managing Director and
Head of North American
Onshore Intelligence,
Enverus

BREAK
12:10 PM - 12:40 PM CST

Sustainability in an Uncertain World

Sustainability Panel - Sustainability in an Uncertain World


What is the role of the upstream operator in the dynamic way the world consumes energy?

Andrew Gillick
Managing Director,
Enverus

Diana Glassman
Director - Engagement, Federated
Hermes

Patrick Elliot
COO and Co-founder,
Carbon Alpha

Olivia Wassenarr
Senior Partner,
Apollo Private Equity

BREAK
12:55 PM - 2:10 PM CST

The Butterfly Effect – Emerging Assets

Hidden Gems | Secondary Intervals in the Permian Basin 

 

Increasing development in the 3rd Bone Spring, Jo Mill and Middle Spraberry has lead us to evaluate these intervals further. We look at their viability, who is drilling them, how they are being drilled, where there is proven exposure, and where they can expand.

 

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Graham Bain
Sr Associate, Enverus

The Butterfly Effect – Emerging Assets

Non-Permian Onshore Oil | Buried Treasure 

 

Join us for a compelling review of off the beaten path oil opportunities in the DJ Basin's Eastern Extension, Clearwater, and Austin Chalk.

 

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Phil Taylor
Associate, Enverus

The Butterfly Effect – Emerging Assets

Vaca Muerta | A Rosé Future

 

When you need insights on a sure thing : do you know how the Vaca compare to US shale? We'll discuss on the if/why compelling opportunities to invest and what the regulatory risks to consider before you double down.

 

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Jared Kugler
Sr Associate, Enverus

The Butterfly Effect – Emerging Assets

CCUS | Catalysts and Risks

 

CCUS. It's here. It's buzzworthy. But what does it all mean? We'll dive into which emissions sources across NA have the lowest costs to transport and store, where infrastructure and storage assets be most economically impactful, and what technical conditions the is market missing.

 

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Heather Leahey
Sr Associate, Enverus

Day 2
December 8, 2021

9:00 AM  - 9:55 AM CST

Insights on Macro Gas

The Gas Is Greener | North American Gas Macro

 

2021 changed everything, do you know what that means for the  the midterm outlook for NA gas demand? We'll discuss which acreage is positioned to match the current needs and what that signals for midterm prices. You'll hear how are operators are responding to a different call for gas as net zero targets influence opportunities.

 

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Jen Snyder
Managing Director and
Head of North America
Macro Intelligence

Insights on Macro Gas

North American Midstream | Three Hard Truths 

 

The North American Midtream market has seen its share of volatility this past year. We'll share what midstream constraints mean for gas supply growth and share the key opportunities and challenges for the three key gas regions: Appalachia, Haynesville and Permian.

 

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Amber McCullagh
Director, Enverus

Insights on Macro Gas

ESG | The Journey to Net Zero 

 

Do you know what the pathway to net zero really looks like? We'll dive into the nitty gritty on natural gas's supply and demand-side carbon emissions profile alignment to create growth.

 

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Nick Volkmer
Vice President, Enverus

10:10 AM - 11:40 AM CST

Gas Asset Optimization For Today and Beyond

North American Gas Asset Benchmarking | Resource and Discipline

 

Commodity price volatility has driven enormous industry change over the last two years. We’ll discuss which basins are best positioned to deliver returns at today’s prices and which are poised to grow. Investor-driven capital discipline has changed operators’ propensity to grow but not all participants are onboard. We’ll discuss how capital discipline and M&A are creating a compelling case for exposure to the North American natural gas business.

 

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Dane Gregoris
Managing Director and
Head of North American
Onshore Intelligence,
Enverus

Gas Asset Optimization For Today and Beyond

Appalachia Wet vs Dry Returns | Liquid Opportunities in a Gassy Play

 

Appalachian Economics 101: Wet versus Dry Comparison. Given the recent strength in liquids prices we'll discuss who has exposure and if current asset valuation are appropriate.

 

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Shreya Lohda
Sr Associate, Enverus

Gas Asset Optimization For Today and Beyond

Nature and Nurture | Appraising Haynesville Inventory Life

 

What geological characteristics How much does spacing, completions and geology impact production? Where is the most valuable acreage in the Haynesville on an NPV Per Acre basis? 

 

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Jimmy McNamara
Vice President, Enverus

Gas Asset Optimization For Today and Beyond

All Dressed Up, Is There Somewhere To Grow? | AECO Price Volatility 

 

Do you want insight into how operator strategies have changed from 2019? Given the shift in strategy, which operators are best positioned in to 22'? 

 

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Hannah Stirling
Sr Associate, Enverus

Gas Asset Optimization For Today and Beyond

Gas Optimization Panel: Balancing Expectations : Implications and Investible Insights in Today's Gas Market


If you think succeding in the gas market is like navigating a high-wire act, you aren't alone. Join us as we dig into how investable is the gas space today, if gas green enough and where the ESG risks and implications lie.

Jen Snyder
Managing Director and
Head of North America
Macro Intelligence

Jeremy Knop
SVP of Corporate
Development,
EQT Corporation

Sarah Sandberg
Senior Director of
Commercial and
Corporate Development

BREAK
11:55 AM - 12:25 PM CST

Oil and Gas Investment in Today's New Risk Enviroment

Investing Panel: Oil and Gas Investment in Today's New Risk Enviroment  

 

What is baked into current oil-and-gas market valuations? What catalysts will affect valuations? How should various investor groups (hedge funds, asset management, private equity, lenders) respond to current conditions?

Andrew McConn

Director and Co-Head of
Commercial Intelligence,
Enverus

Tim Perry
Global Chairman Energy
& Infrastructure,
Credit Suisse

Jacinto Hernandez
Partner, Capital Group

Mark Viviano
Managing Partner &
Portfolio Manager
Kimmeridge

BREAK
12:40 PM - 1:40 PM CST

Invest Smart. Maximize Your Returns.

Embracing the Change | E&P Opportunities 

 

How investable is the E&P space today? Which businesses are poised to return value to shareholders for the long-term? Where do the ESG risks lie?

 

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Shawn Stuart
Vice President, Enverus

Invest Smart. Maximize Your Returns.

Inventory Opportunities | Building Runway in Today's M&A Market

 

The mix required to succeed in the private and public sector of today's M&A landscape is ever changing. We'll share compelling A&D opportunities in the E&P space and how businesses like yours are cashing in.

 

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Andrew Dittmar
M&A Analyst, Enverus

Invest Smart. Maximize Your Returns.

Implications for Investing in New Energy | Doubling Down on Electric Vehicles

 

What themes will drive New Energy investments and which sectors will benefit from the transition?

 

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Chetan Sharma
Associate, Enverus

Invest Smart. Maximize Your Returns.

P&R Investment Opportunities | The Winners and Losers of New Energy 

 

How should investors position themselves to take advantage of equity dislocations within the sectors that stand to gain from growing New Energy investments?

 

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Ryan Luther
Vice President, Enverus

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