Portfolio Ranker

Portfolio Opportunity Ranker IHS Markit Global data in Player spatial software

A global evaluation of the remaining hydrocarbon resources of the planet, provided in an interactive ArcGIS format and customisable to provide users with a bespoke version of the product incorporating their own data inputs.

Confidential. © 2021 IHS Markit®. All rights resPO Rankerved.

2

Bringing the best of 2 worlds

Portfolio Opportunity Ranker World’s Best E&P Data • 60 years in the E&P industry • Industry-leading, spatially enabled databases with comprehensive coverage of global upstream activity

Confidential. © 2021 IHS Markit®. All rights reserved.

First of its kind Applying risk management beyond the known data points

Industry Leading Play Analysis/ Exploration Portfolio software • 10 years pedigree • Spatial evergreen tool being used by explorers in all basins globally

3

Polygons for every proven hydrocarbon province in the world have been sub-divided into segments of equal physiographic characteristics, water depths, distance to infrastructure and fiscal regime. These polygons represent areas of consistent commercial cutoff’s and form the basis of the evaluation.

Note: Product excludes onshore USA and Canada

Confidential. © 2021 IHS Markit®. All rights reserved.

4

Identified prospectivity: Over 21,000 prospects and leads from the IHS Markit database have been evaluated for volumes and risk.

Users can substitute their own prospects into the evaluation.

Confidential. © 2021 IHS Markit®. All rights reserved.

5

Unidentified prospectivity: Functionality is provided to evaluate the remaining unidentified prospectivity and again users can change all inputs as required.

Existing prospects are integrated with the future field prediction.

Predicted future field potential based on geological complexity and commercial cutoff’s.

Existing discoveries

Estimated future geological and commercial volumes

Confidential. © 2021 IHS Markit®. All rights reserved.

Predicted future field ranking.

Difference between the current and future field distribution is the geological YTF. The component of the geological YTF above commercial cutoff’s is the commercial YTF.

6

Identified and unidentified opportunities are stochastically aggregated for every evaluation polygon to display geological and commercial YTF.

Map displays include an interactive slider to view the YTF value at every oil proce from US$10 to US$100

Note: map display resolution deliberately reduced.

Confidential. © 2021 IHS Markit®. All rights reserved.

7

Any polygon or group of polygons can be selected to instantly view the geological YTF, commercial YTF, that YTF volume at every oil price between US$10 and US$100 and the consequent value of that YTF at each oil price.

Confidential. © 2021 IHS Markit®. All rights reserved.

8

Volume and value position of each operator in a selected polygon can be viewed for each oil price between US$10 and US$100.

Value (US$ MM) by Company Equity

All companies active in the select polygon colour coded.

YTF volumes at each oil price between US$10 and US$100.

Confidential. © 2021 IHS Markit®. All rights reserved.

MM US$

MM boe

Volume (boe) by Company Equity

Value at each oil price between US$10 and US$100.

9

Any operator can be selected to view their acreage position together with gross and net equity value of that acreage at all oil prices between US$10 and US$100.

Confidential. © 2021 IHS Markit®. All rights reserved.

10

Discovered global volumes by play

In addition to the global YTF evaluations, the Portfolio Opportunity Ranker product provides the IHS Markit global data for the 19 play intervals defined in the product.

The distribution of volumes by play can be instantly viewed for any selected polygon on the planet.

Confidential. © 2021 IHS Markit®. All rights reserved.

Discovered volumes attributed to each individual source rock can be instantly viewed for any selected polygon on the planet.

11

The Team: a unique combination of diverse skills bringing a cumulative ~250+ years of E&P specialist knowledge to the challenge…

GIS-pax core team (see https://www.gis-pax.com/our-team/ for full GIS-pax technical team) Ian Longley - 30+ year international exploration geologist Lasmo/Woodside/Shell/Oil Search – initial joint founder of GIS-pax in 2010.

Paul Ventris – 30+ year international exploration geologist BP/Statoil/Woodside/Maersk.

Wayne Hewitt – 25+ year ArcGIS specialist – ESRI and Woodside.

Ben Ralph – 25+ high end ArcGIS programmer – ESRI Ken Hood – GIS-pax geological adviser - 30+ years experience in Exxon.

Tom Giles – GIS-pax GIS advisor – 40+ years experience with E&P GIS Landscapes – initial joint founder of GIS-pax in 2010

IHS Markit core team

Jerry Jarvis – 37 year international exploration geologist Tullow, Sipetrol, Enterprise Oil, Fletcher Challenge Energy, and Sun Oil. Elizabeth Marshall – 20 year geoscientist with deep technical knowledge of the IHS Markit database – currently Exec Director Product Management Adam Upton – 15 year GIS specialist with a deep knowledge of the IHS Vantage database – currently Assoc Director Customer Solutions • The evaluation workflow was developed by GIS-pax & the workflow process was QC’ed by industry representatives to ensure that there was external QC and input.

Confidential. © 2021 IHS Markit®. All rights reserved.

12

Contact Us For more information or to get a technical data and software pack on the ‘Global Portfolio Opportunity Ranker’ Spatial Yet to Find Product please contact:

IHS Markit

GIS-pax Player

James Veron Business Director James.Veron@ihsmarkit.com

Ian Longley

June Lim Director Upstream Energy Marketing June.Lim@ihsmarkit.com

Kelly Boucher Global Marketing Manager Kboucher@gis-pax.com

Confidential. © 2021 IHS Markit®. All rights reserved.

Director & Geologist ILongley@gis-pax.com