Am I Seeing Things? Shells evil Eye... https://cdn.shopify.com/s/files/1/1312/8711/products/PPSF0004_1024x1024.png?v=1469081485 Am i seeing things, or is it just my imagination, or does POU's and Shells land base fit like a glove in the Duvernay? Look for Yourself? https://static2.seekingalpha.com/uploads/2019/4/9/739665-15548528753491669_origin.png Kabob West + Kaybob North(POU) + Smokey(POU) = A massive play are in the center of the Duverny. So what is that worth, especially when you consider economics of scale, volatile oil and condensate. It is likely one of the most prospective plays in the entire country.
Murpuhy bangs off without all of Shells expertise some of the best resulting in the entire montney, with stunning economics.
Shell has the formula down for 3 mile lateral wells, a new era in Oil and Gas development is upon us.
This is worth a lot of money and it is a lot of land. Maybe it needs a few more wells but i think it is pretty good just the way it sits today. Inface Smoky is totally derisked, and North Duvernay is a gold mine.
IMHO