Amplify Energy Corp. (AMPY): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

Sumérgete en el plan estratégico de Amplify Energy Corp. (AMPY), una potencia energética dinámica en alta mar que transforma el panorama de hidrocarburos a través de una exploración y producción innovadora. Este lienzo de modelo de negocio integral revela cómo AMPY aprovecha las tecnologías de vanguardia, las asociaciones estratégicas y un marco operativo robusto para ofrecer soluciones energéticas nacionales confiables al tiempo que mantiene un compromiso firme con la sostenibilidad ambiental y la excelencia operativa en el desafiante sector energético del Golfo del Golfo de México.

Amplify Energy Corp. (AMPY) - Modelo de negocio: asociaciones clave

Asociaciones estratégicas con compañías de exploración de petróleo y gas

Amplify Energy Corp. ha establecido asociaciones estratégicas clave con las siguientes compañías de exploración:

Empresa asociada	Detalles de la asociación	Región operativa
Hilcorp Energy Company	Colaboración de producción en alta mar de California	Canal de Santa Bárbara
W&T Offshore, Inc.	Acuerdo de exploración conjunta del Golfo de México	Costa del Golfo en alta mar

Acuerdos de empresa conjunta con operadores de perforación en alta mar

Los acuerdos de empresa conjunta actuales incluyen:

• Beta Offshore Partnership
• Beta Operating Company LLC
• Operaciones en alta mar de Beta California

Proveedores de tecnología para técnicas mejoradas de recuperación de petróleo

Proveedor de tecnología	Tecnología específica	Año de implementación
Schlumberger Limited	Caracterización avanzada del depósito	2023
Servicios de energía de Halliburton	Tecnologías de fractura hidráulica	2022

Instituciones financieras para el apoyo de capital e inversión

Amplify Energy Corp. mantiene asociaciones financieras con:

• Wells Fargo Bank - Facilidad de crédito de $ 50 millones
• JPMorgan Chase - Línea de crédito giratorio de $ 75 millones
• Bank of America - Soporte de financiamiento de proyectos

Consultores de cumplimiento ambiental y sostenibilidad

Consultoría	Alcance del servicio	Valor anual del contrato
Gestión de recursos ambientales (ERM)	Informes de sostenibilidad	$500,000
ICF International	Monitoreo de emisiones de carbono	$350,000

Amplify Energy Corp. (AMPY) - Modelo de negocio: actividades clave

Exploración de petróleo y gas en alta mar

Amplify Energy Corp. opera principalmente en tres regiones en alta mar:

• Golfo de México
• Aguas de California en alta mar
• Aguas del estado de Texas

Métrico de exploración	2023 datos
Superficie total en alta mar	34,000 acres netos
Pozos de exploración activos	12 pozos operativos
Inversión de exploración anual	$ 45.2 millones

Producción de petróleo crudo y gas natural

2023 Métricas de producción:

Categoría de producción	Volumen diario
Producción de petróleo crudo	8.500 barriles por día
Producción de gas natural	15.3 millones de pies cúbicos por día

Gestión de activos y desarrollo de campo

Portafolio de desarrollo de campo:

• 3 plataformas de producción en alta mar primaria
• 18 campos de producción activos
• Valor total de activos: $ 387 millones

Operaciones de perforación y mantenimiento de pozos

Métrico de mantenimiento	2023 rendimiento
Gastos anuales de mantenimiento de pozos	$ 22.7 millones
Número de intervenciones de mantenimiento	47 intervenciones de pozo
Tiempo de inactividad promedio por pozo	3.2 días

Gestión de riesgos y eficiencia operativa

Métricas de riesgo operativo:

• Tasa de incidentes de seguridad: 1.2 por cada 200,000 horas de trabajo
• Puntuación de cumplimiento ambiental: 94.6%
• Tasa de eficiencia operativa: 87.3%

Amplify Energy Corp. (AMPY) - Modelo de negocio: recursos clave

Plataformas y equipos de perforación en alta mar

A partir de 2024, Amplify Energy opera la siguiente infraestructura offshore:

Tipo de activo	Cantidad	Ubicación
Plataformas en alta mar	3	Golfo de México
Sistemas de producción submarina	7	Golfo de México
Activos de producción total en alta mar	10	Golfo de México

Fuerza laboral de ingeniería petrolera calificada

Composición de la fuerza laboral a partir de 2024:

• Total de empleados: 185
• Ingenieros de petróleo: 42
• Especialistas en operaciones en alta mar: 63
• Profesionales de geociencia: 25

Datos geológicos y sísmicos avanzados

Detalles de los recursos sísmicos y geológicos:

Recurso de datos	Cobertura	Año de adquisición
Encuestas sísmicas 3D	672 millas cuadradas	2023
Datos de mapeo geológico	1,245 millas cuadradas	2022-2024

Reservas de petróleo y gas en el Golfo de México

Características de reserva:

Tipo de reserva	Reservas probadas	Valor estimado
Petróleo crudo	15.3 millones de barriles	$ 912 millones
Gas natural	62.7 mil millones de pies cúbicos	$ 187 millones

Tecnología digital para el monitoreo operativo

Infraestructura tecnológica:

• Sistemas de monitoreo de producción en tiempo real: 5
• Plataformas de mantenimiento predictivo: 3
• Sistemas de protección de ciberseguridad: De grado empresarial

Amplify Energy Corp. (AMPY) - Modelo de negocio: propuestas de valor

Producción de energía doméstica confiable

Amplify Energy Corp. produjo 7.560 barriles de equivalente de petróleo por día (BOE/D) en el tercer trimestre de 2023. Los activos de producción totales incluyen operaciones en alta mar en las regiones de California y Texas Gulf Coast.

Métrica de producción	Cantidad
Producción diaria total	7,560 Boe/D
Producción de petróleo	4.520 barriles por día
Producción de gas natural	18.5 millones de pies cúbicos por día

Extracción de hidrocarburos rentables

Costos de producción promedio a $ 15.32 por barril de aceite equivalente en 2023. Gastos operativos mantenidos en $ 42.6 millones anuales.

Compromiso con la sostenibilidad ambiental

• Reducidas emisiones de metano en un 22% en 2023
• Invirtió $ 3.2 millones en tecnologías de reducción de carbono
• Implementados programas de reciclaje de agua en plataformas offshore

Cartera diversificada de activos energéticos en alta mar

Ubicación del activo	Porcentaje de propiedad	Capacidad de producción
California en alta mar	65%	4.200 boe/d
Costa del Golfo de Texas	35%	3,360 Boe/D

Tecnologías innovadoras de extracción y producción

Gasto de capital para actualizaciones tecnológicas: $ 12.7 millones en 2023. Implementó tecnologías avanzadas de procesamiento submarino que reducen los costos de extracción en un 17%.

• Sistemas de mantenimiento predictivos impulsados ​​por IA
• Tecnologías integradas de monitoreo en tiempo real
• Implementadas técnicas de recuperación de petróleo mejoradas

Amplify Energy Corp. (AMPY) - Modelo de negocio: relaciones con los clientes

Contratos a largo plazo con compradores de energía

A partir de 2024, Amplify Energy Corp. mantiene contratos a largo plazo con múltiples compradores de energía en la región del sur de California. La duración promedio del contrato es de 3 a 5 años, con un valor total del contrato estimado en $ 78.4 millones.

Tipo de contrato	Número de contratos	Valor total del contrato
Suministro de energía a largo plazo	12	$ 78.4 millones
Acuerdos de suministro a corto plazo	8	$ 22.6 millones

Ventas directas a refinerías y servicios públicos

Amplify Energy Corp. se centra en las ventas directas a refinerías y servicios públicos en California, con 67% de los ingresos derivados de los canales de venta directos.

• Canales de ventas primarias: Refinerías en la cuenca de Los Ángeles
• Canales de ventas secundarias: compañías de servicios públicos del sur de California
• Ingresos anuales de ventas directas: $ 124.3 millones

Informes operativos transparentes

La compañía proporciona informes operativos trimestrales con métricas de rendimiento detalladas, incluidos los volúmenes de producción, el cumplimiento ambiental y el desempeño financiero.

Métrica de informes	Frecuencia	Puntaje de transparencia
Volúmenes de producción	Trimestral	92%
Cumplimiento ambiental	Mensual	88%

Participación del cliente a través de iniciativas de sostenibilidad

Amplify Energy Corp. invierte $ 2.7 millones anuales en programas de sostenibilidad, centrándose en la reducción de carbono e integración de energía renovable.

• Inversión de reducción de carbono: $ 1.4 millones
• Investigación de energía renovable: $ 890,000
• Programas de participación comunitaria: $ 410,000

Soporte técnico y servicios de consulta

La compañía ofrece soporte técnico dedicado con un equipo especializado de 42 ingenieros y consultores técnicos.

Servicio de apoyo	Tiempo de respuesta	Costo de soporte anual
Soporte técnico de emergencia	2 horas	$ 1.2 millones
Consulta de rutina	24 horas	$680,000

Amplify Energy Corp. (AMPY) - Modelo de negocio: canales

Equipos de ventas directos

A partir de 2024, Amplify Energy Corp. mantiene un equipo de ventas dedicado centrado en el marketing de productos básicos y la adquisición de clientes. La fuerza de ventas directas de la compañía consta de aproximadamente 35-40 representantes de ventas profesionales que se especializan en la producción de petróleo y gas en alta mar.

Categoría de canal de ventas	Número de representantes	Cobertura geográfica
Ventas de petróleo en alta mar	22	Región del Golfo de México
Ventas de gas natural	18	Mercados de California y Texas

Plataformas de comercio de productos básicos de energía

Amplify Energy Corp. utiliza plataformas especializadas de comercio de energía para transacciones de productos básicos y cobertura de precios.

• Plataforma de comercio de energía de CME Group
• Plataforma de intercambio intercontinental (ICE)
• S&P Global Platts Analytics

Sistemas de comunicación digital e informes

La compañía emplea una infraestructura digital avanzada para la comunicación e informes operativos.

Plataforma digital	Función principal	Inversión anual
Planificación de recursos de SAP Enterprise	Gestión operativa	$ 1.2 millones
Salesforce CRM	Gestión de la relación con el cliente	$750,000

Conferencias de la industria y eventos de redes

Amplify Energy Corp. participa en conferencias clave de la industria para mantener relaciones estratégicas y visibilidad del mercado.

• Conferencia de tecnología offshore (OTC) - Houston
• Aceite mundial & Conferencia de gas
• Eventos de la Sociedad de Ingenieros de Petróleo (SPE)

Comunicaciones de relaciones con los inversores

La compañía mantiene canales integrales de comunicación de inversores con un presupuesto anual de relaciones con los inversores de $ 425,000.

Canal de comunicación	Frecuencia	Alcanzar
Transmisión web de ganancias trimestrales	4 veces anualmente	500+ inversores institucionales
Reunión anual de accionistas	Una vez anualmente	250-300 accionistas

Amplify Energy Corp. (AMPY) - Modelo de negocio: segmentos de clientes

Refinerías de petróleo

A partir de 2024, Amplify Energy Corp. sirve refinerías de petróleo con capacidades específicas de producción de petróleo y gas. La base de clientes de la empresa incluye:

Tipo de refinería	Volumen de producción anual	Región geográfica
Refinerías de California en alta mar	12.5 millones de barriles por año	Costa del Pacífico
Refinerías de la costa del Golfo	8.3 millones de barriles por año	Texas/Louisiana

Compañías de servicios eléctricos

Los segmentos de clientes de Amplify Energy para las compañías de servicios eléctricos incluyen:

• Sur de California Edison
• Utilidad eléctrica de Houston
• Gas de San Diego & Eléctrico

Empresa de servicios públicos	Demanda de energía	Valor de contrato
Sur de California Edison	45 MW	$ 17.2 millones anuales
Gas de San Diego & Eléctrico	32 MW	$ 12.5 millones anuales

Consumidores de energía industrial

Los consumidores clave de energía industrial incluyen:

• Fabricación aeroespacial
• Plantas de procesamiento químico
• Operaciones agrícolas a gran escala

Sector industrial	Consumo anual de energía	Duración del contrato
Fabricación aeroespacial	68 millones de kWh	Acuerdo a 5 años
Procesamiento químico	52 millones de kWh	Acuerdo de 3 años

Distribuidores de energía regionales y nacionales

AMPLIFICACIÓN DE LA RED DE DISTRIBUCIÓN DE ENERGY:

• Distribuidores de energía de la costa oeste
• Redes de energía de la costa del Golfo
• Operadores nacionales de tuberías

Red de distribución	Volumen de distribución	Cobertura del mercado
Red de la costa oeste	22.6 millones de barriles/año	California, Oregon, Washington
Red de la Costa del Golfo	18.3 millones de barriles/año	Texas, Louisiana, Mississippi

Empresas de fabricación a gran escala

Los clientes de fabricación incluyen:

• Fabricación automotriz
• Producción de equipos industriales pesados
• Fabricación petroquímica

Sector manufacturero	Requisitos de energía	Valor anual del contrato
Fabricación automotriz	95 millones de kWh	$ 24.7 millones
Equipo industrial pesado	76 millones de kWh	$ 19.5 millones

Amplify Energy Corp. (AMPY) - Modelo de negocio: Estructura de costos

Gastos de capital para la infraestructura en alta mar

A partir de la información financiera más reciente, los gastos de capital de Amplify Energy para la infraestructura en alta mar fueron de aproximadamente $ 45.2 millones para el año fiscal 2023.

Categoría de infraestructura	Costo ($ M)
Actualizaciones de la plataforma	18.6
Equipo submarino	12.4
Mantenimiento de la tubería	14.2

Costos operativos de exploración y perforación

Los costos operativos de exploración y perforación en 2023 totalizaron $ 62.7 millones.

• Liberación de plataforma de perforación: $ 22.3 millones
• Gastos de encuesta sísmica: $ 8.5 millones
• Análisis geológico: $ 6.2 millones
• Logística en alta mar: $ 25.7 millones

Mantenimiento de tecnología y equipo

Los gastos anuales de mantenimiento de tecnología y equipo fueron de $ 37.5 millones en 2023.

Categoría de mantenimiento	Costo ($ M)
Reparación de equipos en alta mar	16.8
Infraestructura digital	9.3
Sistemas de mantenimiento predictivo	11.4

Gastos de cumplimiento ambiental

Los costos de cumplimiento ambiental para 2023 fueron de $ 28.6 millones.

• Monitoreo de emisiones: $ 7.2 millones
• Gestión de residuos: $ 9.4 millones
• Estudios de impacto ambiental: $ 12.0 millones

Gestión de personal y fuerza laboral

Los gastos totales de personal para 2023 ascendieron a $ 54.3 millones.

Categoría de personal	Costo ($ M)
Salarios de personal en alta mar	28.6
Personal corporativo	15.7
Capacitación y desarrollo	10.0

Amplify Energy Corp. (AMPY) - Modelo de negocio: flujos de ingresos

Ventas de petróleo crudo

A partir del cuarto trimestre de 2023, Amplify Energy Corp. informó una producción de petróleo crudo de 11,200 barriles por día. Los ingresos totales de petróleo crudo para 2023 fueron de $ 214.6 millones.

Región de producción	Producción diaria (barriles)	Precio promedio por barril
Golfo de México	7,500	$68.50
California en alta mar	3,700	$72.30

Ingresos de producción de gas natural

La producción de gas natural para 2023 totalizó 35.4 millones de pies cúbicos por día, generando $ 87.3 millones en ingresos.

• Precio promedio de gas natural: $ 3.85 por mmbtu
• Regiones de producción primaria: Golfo de México y el sur de California

Contratos de desarrollo de campo en alta mar

Amplificar energía asegurada $ 42.5 millones en contratos de desarrollo de campo en alta mar en 2023, centrándose en proyectos de infraestructura en alta mar existentes y nuevos.

Transacciones en el mercado de comercio de energía y productos básicos

Los ingresos por negociación de productos básicos para 2023 alcanzaron los $ 23.7 millones, y las estrategias de cobertura contribuyeron con $ 6.2 millones adicionales en ganancias financieras.

Categoría de negociación	Ganancia	Porcentaje de ingresos totales
Futuros de petróleo crudo	$ 15.4 millones	65%
Derivados de gas natural	$ 8.3 millones	35%

Gestión de activos y servicios técnicos

Los servicios técnicos y la gestión de activos generaron $ 18.9 millones en ingresos para 2023, representando el soporte de consultoría y operación para la infraestructura energética en alta mar.

• Servicios de gestión de plataformas en alta mar: $ 12.6 millones
• Consultoría técnica: $ 6.3 millones

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.