August 2025

Slide 1 — The Strategic Challenge

  • Mature assets require strategic clarity, not more data.

    • Capital allocation decisions demand understanding of true asset capabilities vs. theoretical potential
    • OPEX optimization requires knowing what’s achievable vs. what’s aspirational
    • Performance gaps may indicate correctable issues or inherent system limitations
  • AaaS Express provides decision-grade intelligence:

    • Asset capability baselines with realistic performance boundaries
    • Cost-effective improvement identification vs. acceptance of operational constraints
    • Strategic clarity on where to invest vs. where to adapt expectations

Slide 2 — Asset Performance Context

Fiscalized production (ANH, 2024) provides a reference baseline for Palagua and Caipal:

Field Gas Avg. (MCFPD) Gas Total (MMCF) Oil Avg. (BOPD) Oil Total (Mbbl)
Caipal 1,590 580,350 1,218 445
Palagua 4,028 1,470,129 7,863 2,870

Source: ANH — Fiscalized Production, 2024

  • Strategic framing:

    • Do current production levels represent optimal performancecorrectable inefficiencies, or inherent asset constraints?
    • Our assessment also incorporates lifting cost benchmarking, comparing Palagua’s performance against analog heavy-oil operations with similar artificial lift systems and water cut profiles.

Slide 3 — Decision-Grade Analytics Framework

  • Phase 1: Asset Capability Assessment

    • Process efficacy validation against operational requirements
    • Identification of correctable vs. systemic performance constraints
  • Phase 2: Strategic Opportunity Mapping

    • Efficiency optimization potential for well-functioning processes
    • Cost-benefit analysis of intervention vs. acceptance for limited processes
  • Phase 3: Operational Reality Baseline

    • Realistic performance boundaries based on asset fundamentals
    • Strategic guidance on capital allocation priorities

Outcome: Clear executive decisions on optimization vs. adaptation strategies

Slide 4 — Our Differentiated Approach

  • Not consulting theories. Operational maturity perspective.

    • Four-scenario assessment — Optimization, correction, constraint acceptance, or baseline reset
    • Cost-effective prioritization — Where to invest vs. where to adapt expectations
    • Decision-grade deliverables — Strategic clarity, not technical reports
    • Rapid deployment — 3–4 week executive briefings
    • Risk mitigation — Avoid unproductive CAPEX on inherently limited processes
  • Executive Engagement: Flexible structure aligned with strategic priorities

Slide 5 — Expected Strategic Value

  • Capital Allocation Intelligence:

    • Clarity on achievable performance boundaries vs. theoretical potential
    • Informed decisions on optimization investments vs. operational constraint acceptance
    • Strategic opportunities that translate into measurable improvements
  • Operational Maturity Benefits:

    • Realistic performance baselines for strategic planning
    • Cost-effective resource allocation based on true asset capabilities
    • Executive confidence in operational performance expectations

Slide 6 — Proposed Executive Engagement

  • Strategic Assessment Phase (3–4 weeks):

    • Asset Capability Analysis → Realistic performance boundaries identification
    • Strategic Options Mapping → Investment priorities vs. constraint acceptance
    • Executive Decision Brief → Clear recommendations with cost-benefit rationale
  • Follow-up:

    • Implementation guidance and performance monitoring as strategically appropriate

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