Kimmeridge (Again) Makes the Case for Fewer & Bigger Shale Drillers

In July 2023, Kimmeridge Energy, a private investment firm focused on the energy sector, published a white paper entitled, “I Still Haven’t Found What I’m Looking For” (see Kimmeridge Report Makes Case for Fewer & Bigger Shale Drillers). The thesis of the Kimmeridge report was that there are still too many (and too small) drillers in the shale sector. Kimmeridge believes we need consolidation into fewer and bigger companies. Here we are 15 months later, and Kimmeridge has just released a new white paper titled "Shale's Golden Years: Can Consolidation Keep the Industry Young?" Are you seeing a pattern here?

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