Amplify Energy Corp. (AMPY): Business Model Canvas

Tauchen Sie ein in die strategische Blaupause von Amplify Energy Corp. (AMPY), einem dynamischen Offshore-Energiekraftwerk, das die Kohlenwasserstofflandschaft durch innovative Exploration und Produktion verändert. Dieser umfassende Business Model Canvas zeigt, wie AMPY modernste Technologien, strategische Partnerschaften und einen robusten Betriebsrahmen nutzt, um zuverlässige heimische Energielösungen bereitzustellen und gleichzeitig ein unerschütterliches Engagement für ökologische Nachhaltigkeit und betriebliche Exzellenz im anspruchsvollen Energiesektor im Golf von Mexiko beizubehalten.

Amplify Energy Corp. (AMPY) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Partnerschaften mit Öl- und Gasexplorationsunternehmen

Amplify Energy Corp. hat wichtige strategische Partnerschaften mit den folgenden Explorationsunternehmen aufgebaut:

Partnerunternehmen	Einzelheiten zur Partnerschaft	Einsatzgebiet
Hilcorp Energy Company	Zusammenarbeit bei der Offshore-Produktion in Kalifornien	Santa Barbara-Kanal
W&T Offshore, Inc.	Gemeinsames Explorationsabkommen für den Golf von Mexiko	Offshore-Golfküste

Joint-Venture-Vereinbarungen mit Offshore-Bohrbetreibern

Zu den aktuellen Joint-Venture-Vereinbarungen gehören:

• Beta Offshore-Partnerschaft
• Beta Operating Company LLC
• Beta California Offshore Operations

Technologieanbieter für verbesserte Ölrückgewinnungstechniken

Technologieanbieter	Spezifische Technologie	Umsetzungsjahr
Schlumberger Limited	Erweiterte Reservoircharakterisierung	2023
Halliburton Energy Services	Hydraulic Fracturing-Technologien	2022

Finanzinstitute für Kapital- und Investitionsunterstützung

Amplify Energy Corp. unterhält finanzielle Partnerschaften mit:

• Wells Fargo Bank – Kreditfazilität in Höhe von 50 Millionen US-Dollar
• JPMorgan Chase – Revolvierende Kreditlinie von 75 Millionen US-Dollar
• Bank of America – Unterstützung bei der Projektfinanzierung

Berater für Umwelt-Compliance und Nachhaltigkeit

Beratungsunternehmen	Leistungsumfang	Jährlicher Vertragswert
Umweltressourcenmanagement (ERM)	Nachhaltigkeitsberichterstattung	$500,000
ICF International	Überwachung der Kohlenstoffemissionen	$350,000

Amplify Energy Corp. (AMPY) – Geschäftsmodell: Hauptaktivitäten

Offshore-Öl- und Gasexploration

Amplify Energy Corp. ist hauptsächlich in drei Offshore-Regionen tätig:

• Golf von Mexiko
• Kalifornische Offshore-Gewässer
• Gewässer des Bundesstaates Texas

Explorationsmetrik	Daten für 2023
Gesamte Offshore-Fläche	34.000 Netto-Hektar
Aktive Explorationsbrunnen	12 Betriebsbrunnen
Jährliche Explorationsinvestition	45,2 Millionen US-Dollar

Erdöl- und Erdgasförderung

Produktionskennzahlen 2023:

Produktionskategorie	Tägliches Volumen
Rohölproduktion	8.500 Barrel pro Tag
Erdgasproduktion	15,3 Millionen Kubikfuß pro Tag

Asset Management und Feldentwicklung

Feldentwicklungsportfolio:

• 3 primäre Offshore-Produktionsplattformen
• 18 aktive Produktionsfelder
• Gesamtvermögenswert: 387 Millionen US-Dollar

Bohr- und Brunnenwartungsarbeiten

Wartungsmetrik	Leistung 2023
Jährliche Ausgaben für die Brunnenwartung	22,7 Millionen US-Dollar
Anzahl der Wartungseingriffe	47 Brunneneingriffe
Durchschnittliche Ausfallzeit pro Bohrloch	3,2 Tage

Risikomanagement und betriebliche Effizienz

Kennzahlen zum operationellen Risiko:

• Sicherheitsvorfallrate: 1,2 pro 200.000 Arbeitsstunden
• Umweltkonformitätsbewertung: 94,6 %
• Betriebliche Effizienzrate: 87,3 %

Amplify Energy Corp. (AMPY) – Geschäftsmodell: Schlüsselressourcen

Offshore-Bohrplattformen und Ausrüstung

Ab 2024 betreibt Amplify Energy die folgende Offshore-Infrastruktur:

Asset-Typ	Menge	Standort
Offshore-Plattformen	3	Golf von Mexiko
Unterwasser-Produktionssysteme	7	Golf von Mexiko
Gesamtes Offshore-Produktionsvermögen	10	Golf von Mexiko

Qualifizierte Arbeitskräfte im Bereich Erdöltechnik

Zusammensetzung der Belegschaft ab 2024:

• Gesamtzahl der Mitarbeiter: 185
• Erdölingenieure: 42
• Spezialisten für Offshore-Operationen: 63
• Geowissenschaftliche Fachkräfte: 25

Erweiterte geologische und seismische Daten

Details zu seismischen und geologischen Ressourcen:

Datenressource	Abdeckung	Erwerbsjahr
3D-seismische Untersuchungen	672 Quadratmeilen	2023
Geologische Kartierungsdaten	1.245 Quadratmeilen	2022-2024

Öl- und Gasreserven im Golf von Mexiko

Eigenschaften der Reserve:

Reservetyp	Bewährte Reserven	Geschätzter Wert
Rohöl	15,3 Millionen Barrel	912 Millionen Dollar
Erdgas	62,7 Milliarden Kubikfuß	187 Millionen Dollar

Digitale Technologie zur Betriebsüberwachung

Technologie-Infrastruktur:

• Echtzeit-Produktionsüberwachungssysteme: 5
• Predictive Maintenance-Plattformen: 3
• Cybersicherheits-Schutzsysteme: Enterprise-Qualität

Amplify Energy Corp. (AMPY) – Geschäftsmodell: Wertversprechen

Zuverlässige heimische Energieproduktion

Amplify Energy Corp. produzierte im dritten Quartal 2023 7.560 Barrel Öläquivalent pro Tag (BOE/d). Die gesamten Produktionsanlagen umfassen Offshore-Betriebe in den Golfküstenregionen Kalifornien und Texas.

Produktionsmetrik	Menge
Gesamte Tagesproduktion	7.560 BOE/Tag
Ölförderung	4.520 Barrel pro Tag
Erdgasproduktion	18,5 Millionen Kubikfuß pro Tag

Kostengünstige Kohlenwasserstoffgewinnung

Die durchschnittlichen Produktionskosten liegen im Jahr 2023 bei 15,32 USD pro Barrel Öläquivalent. Die Betriebskosten bleiben bei 42,6 Millionen US-Dollar pro Jahr.

Engagement für ökologische Nachhaltigkeit

• Reduzierung der Methanemissionen um 22 % im Jahr 2023
• Investierte 3,2 Millionen US-Dollar in Technologien zur Kohlenstoffreduzierung
• Implementierung von Wasserrecyclingprogrammen auf Offshore-Plattformen

Diversifiziertes Portfolio an Offshore-Energieanlagen

Standort des Vermögenswerts	Eigentumsprozentsatz	Produktionskapazität
Kalifornien vor der Küste	65%	4.200 BOE/Tag
Golfküste von Texas	35%	3.360 BOE/Tag

Innovative Extraktions- und Produktionstechnologien

Investitionsausgaben für technologische Upgrades: 12,7 Millionen US-Dollar im Jahr 2023. Einführung fortschrittlicher Unterwasserverarbeitungstechnologien, die die Förderkosten um 17 % senken.

• Einsatz von KI-gesteuerten prädiktiven Wartungssystemen
• Integrierte Echtzeit-Überwachungstechnologien
• Implementierung verbesserter Ölrückgewinnungstechniken

Amplify Energy Corp. (AMPY) – Geschäftsmodell: Kundenbeziehungen

Langfristige Verträge mit Energieeinkäufern

Ab 2024 unterhält Amplify Energy Corp. langfristige Verträge mit mehreren Energieeinkäufern in der Region Südkalifornien. Die durchschnittliche Vertragslaufzeit beträgt 3–5 Jahre, der Gesamtvertragswert wird auf 78,4 Millionen US-Dollar geschätzt.

Vertragstyp	Anzahl der Verträge	Gesamtvertragswert
Langfristige Energieversorgung	12	78,4 Millionen US-Dollar
Kurzfristige Lieferverträge	8	22,6 Millionen US-Dollar

Direktverkauf an Raffinerien und Versorgungsunternehmen

Amplify Energy Corp. konzentriert sich auf den Direktvertrieb an Raffinerien und Versorgungsunternehmen in Kalifornien 67 % des Umsatzes stammen aus Direktvertriebskanälen.

• Hauptvertriebskanäle: Raffinerien im Los Angeles Basin
• Sekundäre Vertriebskanäle: Versorgungsunternehmen in Südkalifornien
• Jährlicher Direktverkaufsumsatz: 124,3 Millionen US-Dollar

Transparentes operatives Reporting

Das Unternehmen stellt vierteljährliche Betriebsberichte mit detaillierten Leistungskennzahlen bereit, darunter Produktionsmengen, Umweltkonformität und finanzielle Leistung.

Berichtsmetrik	Häufigkeit	Transparenzwert
Produktionsmengen	Vierteljährlich	92%
Umweltkonformität	Monatlich	88%

Kundenbindung durch Nachhaltigkeitsinitiativen

Amplify Energy Corp. investiert jährlich 2,7 Millionen US-Dollar in Nachhaltigkeitsprogramme mit Schwerpunkt auf Kohlenstoffreduzierung und Integration erneuerbarer Energien.

• Investition zur CO2-Reduktion: 1,4 Millionen US-Dollar
• Forschung zu erneuerbaren Energien: 890.000 US-Dollar
• Community-Engagement-Programme: 410.000 US-Dollar

Technischer Support und Beratungsdienste

Das Unternehmen bietet engagierten technischen Support mit einem spezialisierten Team von 42 Ingenieuren und technischen Beratern.

Support-Service	Reaktionszeit	Jährliche Supportkosten
Technischer Notfall-Support	2 Stunden	1,2 Millionen US-Dollar
Routineberatung	24 Stunden	$680,000

Amplify Energy Corp. (AMPY) – Geschäftsmodell: Kanäle

Direktvertriebsteams

Ab 2024 unterhält Amplify Energy Corp. ein engagiertes Vertriebsteam, das sich auf die Vermarktung von Energierohstoffen und die Kundenakquise konzentriert. Das Direktvertriebsteam des Unternehmens besteht aus etwa 35 bis 40 professionellen Vertriebsmitarbeitern, die auf die Offshore-Öl- und Gasförderung spezialisiert sind.

Vertriebskanalkategorie	Anzahl der Vertreter	Geografische Abdeckung
Offshore-Ölverkäufe	22	Region Golf von Mexiko
Erdgasverkauf	18	Märkte in Kalifornien und Texas

Handelsplattformen für Energierohstoffe

Amplify Energy Corp. nutzt spezialisierte Energiehandelsplattformen für Rohstofftransaktionen und Preisabsicherung.

• Energiehandelsplattform der CME Group
• Intercontinental Exchange (ICE)-Plattform
• S&P Global Platts Analytics

Digitale Kommunikations- und Berichtssysteme

Das Unternehmen nutzt eine fortschrittliche digitale Infrastruktur für die betriebliche Kommunikation und Berichterstattung.

Digitale Plattform	Primäre Funktion	Jährliche Investition
SAP Enterprise Resource Planning	Betriebsführung	1,2 Millionen US-Dollar
Salesforce CRM	Kundenbeziehungsmanagement	$750,000

Branchenkonferenzen und Networking-Events

Amplify Energy Corp. nimmt an wichtigen Branchenkonferenzen teil, um strategische Beziehungen und Marktsichtbarkeit aufrechtzuerhalten.

• Offshore-Technologiekonferenz (OTC) – Houston
• Weltöl & Gaskonferenz
• Veranstaltungen der Society of Petroleum Engineers (SPE).

Investor-Relations-Kommunikation

Das Unternehmen unterhält umfassende Kommunikationskanäle für Investoren mit einem jährlichen Investor-Relations-Budget von 425.000 US-Dollar.

Kommunikationskanal	Häufigkeit	Reichweite
Webcast zu den Quartalsergebnissen	4 mal jährlich	Über 500 institutionelle Anleger
Jahreshauptversammlung	Einmal jährlich	250-300 Aktionäre

Amplify Energy Corp. (AMPY) – Geschäftsmodell: Kundensegmente

Erdölraffinerien

Ab 2024 beliefert Amplify Energy Corp. Erdölraffinerien mit spezifischen Öl- und Gasproduktionskapazitäten. Zum Kundenstamm des Unternehmens gehören:

Raffinerietyp	Jährliches Produktionsvolumen	Geografische Region
Offshore-Raffinerien in Kalifornien	12,5 Millionen Barrel pro Jahr	Pazifikküste
Raffinerien an der Golfküste	8,3 Millionen Barrel pro Jahr	Texas/Louisiana

Elektrizitätsversorgungsunternehmen

Zu den Kundensegmenten von Amplify Energy für Energieversorgungsunternehmen gehören:

• Edison aus Südkalifornien
• Houston Electric Utility
• San Diego Gas & Elektrisch

Versorgungsunternehmen	Energiebedarf	Vertragswert
Edison aus Südkalifornien	45 MW	17,2 Millionen US-Dollar pro Jahr
San Diego Gas & Elektrisch	32 MW	12,5 Millionen US-Dollar jährlich

Industrielle Energieverbraucher

Zu den wichtigsten industriellen Energieverbrauchern gehören:

• Luft- und Raumfahrtfertigung
• Chemische Verarbeitungsanlagen
• Große landwirtschaftliche Betriebe

Industriesektor	Jährlicher Energieverbrauch	Vertragsdauer
Luft- und Raumfahrtfertigung	68 Millionen kWh	5-Jahres-Vertrag
Chemische Verarbeitung	52 Millionen kWh	3-Jahres-Vertrag

Regionale und nationale Energieverteiler

Das Vertriebsnetz von Amplify Energy umfasst:

• Energieverteiler an der Westküste
• Energienetzwerke der Golfküste
• Nationale Pipelinebetreiber

Vertriebsnetz	Vertriebsvolumen	Marktabdeckung
Westküstennetzwerk	22,6 Millionen Barrel/Jahr	Kalifornien, Oregon, Washington
Golfküstennetzwerk	18,3 Millionen Barrel/Jahr	Texas, Louisiana, Mississippi

Große Produktionsunternehmen

Zu den Fertigungskunden gehören:

• Automobilbau
• Produktion schwerer Industrieanlagen
• Petrochemische Fertigung

Fertigungssektor	Energiebedarf	Jährlicher Vertragswert
Automobilbau	95 Millionen kWh	24,7 Millionen US-Dollar
Schwere Industrieausrüstung	76 Millionen kWh	19,5 Millionen US-Dollar

Amplify Energy Corp. (AMPY) – Geschäftsmodell: Kostenstruktur

Kapitalausgaben für Offshore-Infrastruktur

Laut der letzten Finanzberichterstattung beliefen sich die Investitionsausgaben von Amplify Energy für die Offshore-Infrastruktur im Geschäftsjahr 2023 auf etwa 45,2 Millionen US-Dollar.

Kategorie „Infrastruktur“.	Kosten (Mio. USD)
Plattform-Upgrades	18.6
Unterwasserausrüstung	12.4
Pipeline-Wartung	14.2

Explorations- und Bohrbetriebskosten

Die Betriebskosten für Exploration und Bohrungen beliefen sich im Jahr 2023 auf insgesamt 62,7 Millionen US-Dollar.

• Leasing von Bohrinseln: 22,3 Millionen US-Dollar
• Kosten für seismische Untersuchungen: 8,5 Millionen US-Dollar
• Geologische Analyse: 6,2 Millionen US-Dollar
• Offshore-Logistik: 25,7 Millionen US-Dollar

Wartung von Technologie und Ausrüstung

Die jährlichen Wartungskosten für Technologie und Ausrüstung beliefen sich im Jahr 2023 auf 37,5 Millionen US-Dollar.

Wartungskategorie	Kosten (Mio. USD)
Reparatur von Offshore-Geräten	16.8
Digitale Infrastruktur	9.3
Vorausschauende Wartungssysteme	11.4

Ausgaben für Umweltkonformität

Die Kosten für die Einhaltung der Umweltvorschriften beliefen sich im Jahr 2023 auf 28,6 Millionen US-Dollar.

• Emissionsüberwachung: 7,2 Millionen US-Dollar
• Abfallmanagement: 9,4 Millionen US-Dollar
• Umweltverträglichkeitsstudien: 12,0 Millionen US-Dollar

Personal- und Workforce-Management

Die gesamten Personalkosten für 2023 beliefen sich auf 54,3 Millionen US-Dollar.

Personalkategorie	Kosten (Mio. USD)
Gehälter für Offshore-Personal	28.6
Unternehmensmitarbeiter	15.7
Schulung und Entwicklung	10.0

Amplify Energy Corp. (AMPY) – Geschäftsmodell: Einnahmequellen

Rohölverkäufe

Für das vierte Quartal 2023 meldete Amplify Energy Corp. eine Rohölproduktion von 11.200 Barrel pro Tag. Die gesamten Rohöleinnahmen für 2023 beliefen sich auf 214,6 Millionen US-Dollar.

Produktionsregion	Tagesproduktion (Fässer)	Durchschnittspreis pro Barrel
Golf von Mexiko	7,500	$68.50
Kalifornien vor der Küste	3,700	$72.30

Einnahmen aus der Erdgasproduktion

Die Erdgasproduktion belief sich im Jahr 2023 auf insgesamt 35,4 Millionen Kubikfuß pro Tag und generierte einen Umsatz von 87,3 Millionen US-Dollar.

• Durchschnittlicher Erdgaspreis: 3,85 $ pro MMBtu
• Hauptproduktionsregionen: Golf von Mexiko und Südkalifornien

Offshore-Feldentwicklungsverträge

Amplify Energy gesichert Offshore-Feldentwicklungsverträge im Wert von 42,5 Millionen US-Dollar im Jahr 2023 mit Fokus auf bestehende und neue Offshore-Infrastrukturprojekte.

Energiehandel und Rohstoffmarkttransaktionen

Die Einnahmen aus dem Rohstoffhandel beliefen sich im Jahr 2023 auf 23,7 Millionen US-Dollar, wobei Absicherungsstrategien zu zusätzlichen finanziellen Gewinnen in Höhe von 6,2 Millionen US-Dollar beitrugen.

Handelskategorie	Einnahmen	Prozentsatz des Gesamtumsatzes
Rohöl-Futures	15,4 Millionen US-Dollar	65%
Erdgasderivate	8,3 Millionen US-Dollar	35%

Vermögensverwaltung und technische Dienstleistungen

Technische Dienstleistungen und Anlagenverwaltung erwirtschafteten im Jahr 2023 einen Umsatz von 18,9 Millionen US-Dollar und stellen Beratung und Betriebsunterstützung für die Offshore-Energieinfrastruktur dar.

• Verwaltungsdienstleistungen für Offshore-Plattformen: 12,6 Millionen US-Dollar
• Technische Beratung: 6,3 Millionen US-Dollar

Amplify Energy Corp. (AMPY) - Canvas Business Model: Value Propositions

You're looking at how Amplify Energy Corp. delivers distinct value to its stakeholders as of late 2025. It boils down to reliable supply, financial discipline through hedging, high-return drilling, and streamlining the asset base.

The core offering is a reliable, domestic supply of energy commodities. For the third quarter of 2025, Amplify reported average daily production was approximately 19.7 Mboepd (thousand barrels of oil equivalent per day). This production mix was weighted toward oil, with crude oil making up 41% of the total volume, while NGLs accounted for 16% and natural gas for 43%.

To shield the business from the inevitable swings in the market, Amplify maintains a strong cash flow protection via hedging. In the third quarter of 2025, the Company realized a net gain on commodity derivatives totaling $4.8 million, directly offsetting commodity price weakness for that period. Furthermore, Amplify has proactively locked in future prices; as of November 5, 2025, they executed crude oil swaps covering portions of 2026 and 2027 at a weighted average price of $62.29.

The development economics at the Beta oilfield represent a significant source of value. Specifically, the three wells completed in the D-Sand formation are all projected to deliver an Internal Rate of Return (IRR) greater than 90% when oil is priced at $60/bbl. The C54 well, completed in mid-April 2025, showed the strongest initial performance in the program, with an IP20 (20-day initial production rate) of approximately 800 Bopd. The success here allows Amplify to focus capital on the highest-return areas.

The ongoing operational focus on cost efficiency and asset simplification is key to maximizing returns from these core assets. Lease operating expenses (LOE) in the third quarter of 2025 were approximately $35.6 million, which contributed to Adjusted EBITDA of $20.3 million, a figure that was 7% higher than the prior quarter despite lower commodity prices. To simplify the portfolio, Amplify entered into definitive purchase agreements to divest its Oklahoma and East Texas assets for total consideration of $220.0 million, expecting this move to materially reduce future General and Administrative (G&A) costs.

Here's a quick look at how these key metrics support the value propositions as of the third quarter of 2025:

Metric	Value (Q3 2025)	Supporting Value Proposition
Average Daily Production	19.7 Mboepd	Reliable, domestic supply
Crude Oil Mix	41%	Reliable, domestic supply
Realized Net Gain on Derivatives	$4.8 million	Strong cash flow protection
Beta D-Sand Well IRR Projection	> 90% at $60/bbl Oil	High-return development
Lease Operating Expenses (LOE)	$35.6 million	Operational focus on cost efficiency
Asset Divestiture Proceeds (Expected)	$220.0 million	Asset simplification

The value proposition is further supported by specific operational achievements and strategic financial moves:

• The C54 Beta well is projected to pay out in approximately eight months at current pricing.
• The Company expects the asset divestitures to enable a reduction in future G&A costs.
• Total oil, natural gas, and NGL revenues for Q3 2025 were approximately $64.2 million before derivatives.
• The Q3 2025 Adjusted EBITDA of $20.3 million demonstrated resilience.
• The product mix is becoming more oil-weighted, moving from 41% oil in Q2 2024 to 48% in Q2 2025.

Amplify Energy Corp. (AMPY) - Canvas Business Model: Customer Relationships

Transactional sales with large, established commodity buyers.

Amplify Energy Corp. reported average total production of 19.7 MBoepd (Million Barrels of Oil Equivalent per Day) for the third quarter of 2025. Total oil, natural gas and NGL revenues for the third quarter of 2025 were approximately $64.2 million, before the impact of derivatives. The company is actively simplifying its portfolio, evidenced by entering into definitive purchase agreements to divest all its interests in the Oklahoma and East Texas assets for total consideration of $220.0 million. One of these asset transactions closed in October of 2025, with the remaining two expected to close in the fourth quarter of 2025.

The product mix for the second quarter of 2025 showed a clear focus, with crude oil making up 48% of total production, NGLs at 16%, and natural gas at 36%. This reflects a steady increase in oil weighting consistent with the go-forward strategy.

Direct, long-term contracts with refiners and marketers.

Relationship management with commodity purchasers is partially secured through derivative contracts to manage price exposure. Amplify Energy Corp. executed crude oil swaps covering portions of 2026 and 2027 at a weighted average price of $62.29. Furthermore, the company added natural gas swaps for portions of 2027 and 2028 at an average price of $3.86 per MMBtu, along with costless collars for those same periods with weighted average floors of $3.50 per MMBtu and weighted average ceilings of $4.52 per MMBtu. The asset divestitures themselves establish new relationships, as seen in the Q1 2025 transaction that established an area of mutual interest (AMI) covering 10,000 gross acres with the counterparty.

Investor relations and transparent communication with shareholders.

Amplify Energy Corp. maintains open communication regarding its financial performance and strategic direction. For the third quarter of 2025, the company reported a net loss of approximately $21.0 million, which was primarily due to an impairment charge. However, the Adjusted EBITDA for the same period was $20.3 million. As of September 30, 2025, total debt outstanding under the revolving credit facility was $123.0 million, resulting in a Net debt to LTM Adjusted EBITDA ratio of 1.5x. The company intends to use proceeds from asset sales to pay down this outstanding debt. The most recent analyst rating on AMPY stock is a Buy with a $11.00 price target.

Here's a quick look at key financial metrics from Q3 2025:

Metric	Amount (Q3 2025)
Net Cash Provided by Operating Activities	$13.4 million
Adjusted EBITDA	$20.3 million
Net Loss (GAAP)	$21.0 million
Adjusted Net Loss	$6.0 million
Total Debt Outstanding (Revolver)	$123.0 million

The company believes the Asset Transactions will also enable it to materially reduce future G&A costs.

Regulatory compliance and stakeholder engagement for offshore operations.

Operations in federal waters offshore Southern California, specifically the Beta field, require ongoing facility management and regulatory adherence. Amplify Energy Corp. is upgrading a subsea flowline connecting Platform Eureka to Platform Elly, which is scheduled for completion in the fourth quarter of 2025. This project is necessary to accommodate expected production growth. The success of the Beta development program has grown its production by approximately 40% since the beginning of 2024. The company reported successfully completing five D-Sand wells at Beta with an average capital cost of approximately $6.5 million per well, with expected IRRs greater than 100% assuming $65 WTI oil prices.

Stakeholder engagement also involves operational efficiency projects at the Bairoil asset, where the company negotiated a new CO2 supply contract leveraging potential 45Q credits to lower CO2 costs.

• Operations focus areas include federal waters offshore Southern California (Beta) and the Rockies (Bairoil).
• The company expects to shut in production for approximately 10 days in the fourth quarter due to the flowline upgrade.
• The Beta development program is a focus, with two additional wells drilled in Q3 2025 showing promising initial results.

Amplify Energy Corp. (AMPY) - Canvas Business Model: Channels

You're looking at how Amplify Energy Corp. gets its molecules-oil, gas, and NGLs-to market as of late 2025. This is all about the physical and financial pathways they use to realize revenue from their production, which was averaging about 19.7 Mboepd in the third quarter of 2025.

Direct sales to major crude oil refiners and pipelines form a core part of the physical delivery channel. Given the strategic shift to become more oil-weighted, this channel is key. The company's Q3 2025 production mix shows crude oil accounted for 41% of the total output, with NGLs at 16%, and natural gas at 43%. Total oil, natural gas, and NGL revenues for that quarter were approximately $64.2 million before derivatives.

Here's a quick look at the revenue drivers and product split leading into the end of 2025:

Metric	Value (Q3 2025)	Value (Q2 2025)
Total Oil, NGL, Gas Revenue (Pre-Derivatives)	$64.2 million	$66.8 million
Average Daily Production	19.7 Mboepd	19.1 Mboepd
Crude Oil Production Mix	41%	48%
Natural Gas Production Mix	43%	36%

The sales of natural gas and NGLs are managed through a combination of pipeline access and processing agreements. These agreements dictate the delivery points and the pricing mechanisms applied to the non-crude components of their production stream. The company incurred approximately $5.2 million, or $2.89 per Boe, in gathering, processing, and transportation expenses in the third quarter of 2025, which reflects the cost of using these midstream channels.

The product mix channeled through these agreements looks like this:

• Crude Oil: 41% of production.
• Natural Gas: 43% of production.
• NGLs: 16% of production.

For price realization and risk management, Amplify Energy Corp. actively uses commodity exchanges and over-the-counter markets for sales, primarily through hedging instruments. This isn't about selling the physical product there, but locking in future prices for volumes committed to physical sales channels. As of their Q2 2025 update, they had executed crude oil swaps covering portions of 2026 and 2027 at a weighted average price of $62.29. They also established natural gas hedges:

• Natural Gas Swaps: Covering portions of 2027 and 2028 at an average price of $3.86 per MMBtu.
• Natural Gas Collars: Covering portions of 2027 and 2028 with weighted average floors of $3.50 per MMBtu and weighted average ceilings of $4.52 per MMBtu.

Finally, the channel for financial transparency to the investment community is through the investor relations website and SEC filings. Amplify Energy Corp. filed its Quarterly Report on Form 10-Q for the quarter ended September 30, 2025, on November 5, 2025. As of August 1, 2025, the company reported 40,466,053 outstanding shares of common stock. You can also track their strategic moves, like the definitive purchase agreements with three counterparties to divest Oklahoma and East Texas assets for total consideration of $220.0 million, through these public disclosures.

Amplify Energy Corp. (AMPY) - Canvas Business Model: Customer Segments

You're looking at the core buyers for Amplify Energy Corp.'s production mix as of late 2025, which is heavily influenced by their ongoing portfolio simplification strategy.

The primary customer base for Amplify Energy Corp.'s output is segmented by the commodity type, reflecting who purchases their oil, natural gas, and NGLs.

• Crude oil refiners and purchasers, especially on the West Coast.
• Natural gas and NGL marketers and industrial end-users.
• Institutional commodity buyers and traders.
• Non-operated joint venture partners in certain fields.

The composition of the sales volume gives you a clear picture of the main commodity purchasers. For the third quarter of 2025, the product mix sold was:

• 41% crude oil.
• 16% NGLs (Natural Gas Liquids).
• 43% natural gas.

Total oil, natural gas and NGL revenues for the third quarter of 2025 were approximately $64.2 million, before the impact of derivatives. The total revenue for the quarter ending September 30, 2025, was reported at $66.40M.

For the natural gas and NGL marketers and industrial end-users, the 43% natural gas and 16% NGL volumes represent their primary purchase points from Amplify Energy Corp. The company's strategy is shifting to become more oil-weighted, which will change the split for these segments going forward.

Institutional commodity buyers and traders interact with Amplify Energy Corp. through the sale of their produced commodities, evidenced by the total quarterly revenue. The company realized a net gain on commodity derivatives of $4.8 million during the third quarter of 2025.

Non-operated joint venture partners are a distinct group, as Amplify participates in their drilling and development activities. In the third quarter of 2025, capital allocation was approximately 6% for non-operated development projects in East Texas. Earlier in the third quarter of 2025, partners brought online two Haynesville and two Cotton Valley completions in East Texas, which were producing 13 Mmcfe/d net to Amplify's interest. This segment is being streamlined, as Amplify announced the sale of its non-operated Eagle Ford assets for $23 million, effective June 15, 2025. Furthermore, Amplify is divesting its Oklahoma and East Texas assets for $220 million, which will impact future non-operated participation.

Here's a quick look at the production and revenue scale for Q3 2025:

Metric	Value	Period
Total Revenue (Before Derivatives)	$64.2 million	Q3 2025
Average Daily Production	19.7 Mboepd	Q3 2025
Crude Oil Production Weight	41%	Q3 2025
Natural Gas Production Weight	43%	Q3 2025
NGL Production Weight	16%	Q3 2025
Capital Allocation to Non-Operated Projects	6%	Q3 2025

Finance: draft 13-week cash view by Friday.

Amplify Energy Corp. (AMPY) - Canvas Business Model: Cost Structure

You're looking at the core expenses Amplify Energy Corp. faces to keep the lights on and drill new wells as of late 2025. Honestly, managing these costs is central to their strategy, especially with the recent asset sales designed to simplify the portfolio and strengthen the balance sheet.

The operating costs, which are the day-to-day expenses of keeping existing wells running, are a major component. Lease Operating Expenses (LOE) were approximately \$35.6 million in the third quarter of 2025. This figure actually represented a decrease of $3.0 million compared to the prior quarter, showing some early success in their cost-saving focus, particularly at the Bairoil asset.

Capital expenditures are another significant drain, though they are focused on high-upside areas like the Beta development program. While the initial 2025 guidance was in the range of \$55M - \$70M, the company had already invested approximately 85% of its 2025 capital by the end of the third quarter. For Q3 2025 alone, cash capital investment was about \$17.5 million, with about 89% allocated to development drilling, recompletions, and facility projects at Beta. Looking ahead to Q4 2025, the capital spend is guided to be between \$8.0 million and \$12.0 million.

Financing costs are also present. Net interest expense on their debt was \$3.9 million in Q3 2025, which was slightly up from the $3.6 million in the second quarter.

The company is definitely focused on controlling overhead and midstream costs. They aim to defintely reduce General and Administrative (G&A) expenses, a goal supported by the recent asset divestitures. Here's a quick look at how some key costs trended through the first three quarters of 2025:

Cost Category	Q1 2025 ($000s)	Q2 2025 ($000s)	Q3 2025 ($000s)
Lease Operating Expense (LOE)	Not specified	Approx. $38,600	$35,600
Gathering, Processing, and Transportation (GPT)	$4,300	$4,700	$5,200
Cash General & Administrative (G&A)	$7,300	$6,800	$6,700
Net Interest Expense	$3,500	$3,600	$3,900

The structure of these costs reflects the strategic pivot. They are shifting capital toward development drilling at Beta while actively trying to shrink the fixed cost base. This focus on controllable costs is key.

• Lease Operating Expenses (LOE) in Q3 2025 were \$35.6 million.
• Cash G&A expenses were \$6.7 million in Q3 2025, showing a downward trend from Q1 2025's $7.3 million.
• GPT expenses for Q3 2025 totaled \$5.2 million, or $2.89 per Boe.
• Net interest expense for Q3 2025 was \$3.9 million.
• Total cash capital investment for Q3 2025 was \$17.5 million.

The company believes the Asset Transactions will enable them to materially reduce future G&A costs, so you should watch that line item closely as the divestitures close in Q4 2025. Finance: draft 13-week cash view by Friday.

Amplify Energy Corp. (AMPY) - Canvas Business Model: Revenue Streams

You're looking at how Amplify Energy Corp. (AMPY) brings in cash as of late 2025, and it's heavily weighted toward the core business of selling hydrocarbons, even as they reshape the portfolio. The primary, recurring revenue comes directly from the ground, specifically from the sales of crude oil, which remains the strategic focus, alongside natural gas and natural gas liquids (NGLs). For the third quarter of 2025, the total revenue generated from these commodity sales, before accounting for hedges, landed at approximately $64.2 million. This revenue is built on a specific production profile that guides their sales strategy.

Here's a quick look at the production mix that drove that Q3 2025 revenue figure:

Revenue Component	Q3 2025 Production Mix Percentage	Q3 2025 Revenue (Before Hedges)
Crude Oil Sales	41%	Data Not Separately Itemized
Natural Gas Sales	43%	Data Not Separately Itemized
Natural Gas Liquids (NGLs) Sales	16%	Data Not Separately Itemized
Total Oil, Natural Gas, and NGL Revenues	100%	$64.2 million

To manage the inherent price volatility in this business, Amplify Energy uses commodity derivatives, which provided a helpful boost in the third quarter. You can see they realized a net gain from these derivative settlements totaling $4.8 million during Q3 2025. That's cash flow generated by managing price risk rather than by selling more physical product.

Beyond the day-to-day production sales, a significant, non-recurring revenue stream is flowing from strategic portfolio simplification. Amplify Energy entered into definitive purchase agreements to divest all its interests in the Oklahoma and East Texas assets for total consideration of $220.0 million. This figure is the sum of the individual asset sales, which included the sale of Oklahoma assets for a total contract price of $92.5 million and the East Texas assets for a total consideration of $127.5 million. One of these transactions closed in October of 2025, with the remaining parts expected to close in the fourth quarter of 2025. The intent here is clear: use those proceeds to strengthen the balance sheet and fund core development.

The strategic use of these divestiture proceeds directly informs the forward-looking revenue strategy, which centers on a focused asset base:

• Use proceeds to pay down outstanding debt under the revolving credit facility.
• Accelerate the development drilling program specifically at Beta.
• Materially reduce future General & Administrative (G&A) costs.
• Focus resources on assets with the highest potential upside opportunities.