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Tullow Oil and Partners Sign MoU to Extend Key Oil & Gas Licenses

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Key Takeaways

  • TUWOY signed an MoU to extend WCTP and DWT oil & gas licenses in Ghana through 2040.
  • The deal enables 20 new Jubilee wells and $2B in investments over the license period.
  • The MoU targets 130 mmscf/d gas supply and improved gas sales terms for the Jubilee field.

Tullow Oil plc (TUWOY - Free Report) , an independent oil & gas exploration and production company, along with its partners and the Government of Ghana, have signed a Memorandum of Understanding (MoU) to prolong their West Cape Three Points (“WCTP”) and Deep Water Tano (“DWT”) licenses until 2040. The partners are Kosmos Energy, PetroSA, Ghana National Petroleum Company (“GNPC”) and Explorco.

The WCTP and DWT licenses include the Jubilee and TEN fields in Ghana. The MoU allows the companies to drill an additional 20 wells in the Jubilee field. The increased drilling activity would involve up to $2 billion in investment in the West African nation over the life of the licenses. Furthermore, the partnership anticipates recording a substantial increase in gross proved-plus-probable (2P) reserves due to the extension of its licenses.

The MoU outlines several principles aimed at the continuous development of the Jubilee and TEN fields. This involves a commitment to increasing the gas supply from these fields to approximately 130 million standard cubic feet per day (mmscf/d). The commitment also includes a lower gas price for associated gas from the Jubilee field and an arrangement for guaranteed reimbursement toward gas sales. All the terms and conditions that were included in the WCTP and DWT Petroleum Agreements previously shall remain unchanged.

After the signing of the MoU, the companies are expected to submit a Jubilee Plan of Development (PoD) Addendum for approval. Further, new fully termed gas sales agreements (GSA) are set to be signed and finalized. Submissions for payment security mechanisms and license extensions will also be put forward for parliamentary approval. These actions are expected to be carried out by the end of the third quarter of this year.

Ghana’s minister for Energy and Green Transition stated that this agreement allows for the development of the nation’s energy sector. The MoU shall not only sustain oil & gas production from the fields but also contribute to the country’s economic development, enhance its energy infrastructure and create employment for its citizens.

Tullow Oil stated that the contract extension highlights Ghana’s capabilities to deliver enhanced value from its assets via an increase in production and reserves. This also increases the long-term value of its core assets.

TUWOY’s Zacks Rank & Key Picks

TUWOY currently carries a Zacks Rank #4 (Sell).

Some better-ranked stocks from the energy sector are Flotek Industries Inc. (FTK - Free Report) , Energy Transfer (ET - Free Report) and RPC, Inc. (RES - Free Report) . While Flotek Industries sports a Zacks Rank #1 (Strong Buy) at present, Energy Transfer and RPC carry a Zacks Rank #2 (Buy) each. You can see the complete list of today’s Zacks #1 Rank stocks here.

Flotek Industries specializes in green chemistry, which provides innovative solutions aimed at reducing the environmental impact of the energy industry. Flotek develops specialty chemicals tailored for both domestic and international energy producers, as well as oilfield service companies. These chemicals not only help reduce the environmental impact of hydrocarbon production but also lower operational costs.

Energy Transfer is a midstream player that owns and operates one of the most diversified energy-asset portfolios in the United States. Boasting a pipeline network extending more than 130,000 miles, its network spans over 44 states. With a presence in all the major U.S. production basins, ET’s outlook seems positive.

RPC generates strong and stable revenues through a diverse range of oilfield services, including pressure pumping, coiled tubing and rental tools. The company is strongly committed to returning value to its shareholders through consistent dividend payments and share buybacks, making it an attractive choice for investors seeking steady returns.

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