Amplify Energy Corp. (AMPY): Modelo de negócios Canvas [Jan-2025 Atualizado]

Mergulhe no plano estratégico da Amplify Energy Corp. (AMPY), uma potência energética dinâmica offshore que transforma o cenário de hidrocarbonetos por meio de exploração e produção inovadora. Essa tela abrangente do modelo de negócios revela como a AMPY alavanca tecnologias de ponta, parcerias estratégicas e uma estrutura operacional robusta para fornecer soluções de energia doméstica confiáveis, mantendo um compromisso constante com a sustentabilidade ambiental e a excelência operacional no desafio setor de energia do Golfo do México.

Amplify Energy Corp. (AMPY) - Modelo de negócios: Parcerias -chave

Parcerias estratégicas com empresas de exploração de petróleo e gás

A Amplify Energy Corp. estabeleceu as principais parcerias estratégicas com as seguintes empresas de exploração:

Empresa parceira	Detalhes da parceria	Região operacional
Hilcorp Energy Company	Colaboração offshore de produção da Califórnia	Canal de Santa Barbara
W&T Offshore, Inc.	Contrato de exploração conjunta do Golfo do México	Costa do Golfo Offshore

Acordos de joint venture com operadores de perfuração offshore

Os acordos atuais de joint venture incluem:

• Parceria beta offshore
• Beta Operating Company LLC
• Operações offshore beta da Califórnia

Fornecedores de tecnologia para técnicas aprimoradas de recuperação de petróleo

Provedor de tecnologia	Tecnologia específica	Ano de implementação
Schlumberger Limited	Caracterização avançada do reservatório	2023
Serviços de energia Halliburton	Tecnologias de fraturamento hidráulico	2022

Instituições Financeiras para Suporte de Capital e Investimento

A Amplify Energy Corp. mantém parcerias financeiras com:

• Wells Fargo Bank - Linha de crédito de US $ 50 milhões
• JPMorgan Chase - Linha de crédito rotativo de US $ 75 milhões
• Bank of America - suporte de financiamento de projetos

Consultores de conformidade ambiental e sustentabilidade

Empresa de consultoria	Escopo de serviço	Valor anual do contrato
Gerenciamento de Recursos Ambientais (ERM)	Relatórios de sustentabilidade	$500,000
ICF International	Monitoramento de emissões de carbono	$350,000

Amplify Energy Corp. (AMPY) - Modelo de negócios: Atividades -chave

Exploração offshore de petróleo e gás

A Amplify Energy Corp. opera principalmente em três regiões offshore:

• Golfo do México
• Águas offshore da Califórnia
• Águas do estado do Texas

Métrica de exploração	2023 dados
Levagem offshore total	34.000 acres líquidos
Poços de exploração ativos	12 poços operacionais
Investimento anual de exploração	US $ 45,2 milhões

Produção de petróleo e gás natural

2023 Métricas de produção:

Categoria de produção	Volume diário
Produção de petróleo bruto	8.500 barris por dia
Produção de gás natural	15,3 milhões de pés cúbicos por dia

Gerenciamento de ativos e desenvolvimento de campo

Portfólio de desenvolvimento de campo:

• 3 plataformas primárias de produção offshore
• 18 campos de produção ativos
• Valor total do ativo: US $ 387 milhões

Operações de perfuração e manutenção de poços

Métrica de manutenção	2023 desempenho
Despesas anuais de manutenção de poço	US $ 22,7 milhões
Número de intervenções de manutenção	47 intervenções de poço
Tempo de inatividade média por poço	3,2 dias

Gerenciamento de riscos e eficiência operacional

Métricas de risco operacional:

• Taxa de incidentes de segurança: 1,2 por 200.000 horas de trabalho
• Pontuação de conformidade ambiental: 94,6%
• Taxa de eficiência operacional: 87,3%

Amplify Energy Corp. (AMPY) - Modelo de negócios: Recursos -chave

Plataformas e equipamentos de perfuração offshore

A partir de 2024, a Amplify Energy opera a seguinte infraestrutura offshore:

Tipo de ativo	Quantidade	Localização
Plataformas offshore	3	Golfo do México
Sistemas de produção submarina	7	Golfo do México
Total de ativos de produção offshore	10	Golfo do México

Força de trabalho de engenharia de petróleo qualificada

Composição da força de trabalho a partir de 2024:

• Total de funcionários: 185
• Engenheiros de Petróleo: 42
• Especialistas em operações offshore: 63
• Profissionais de geociência: 25

Dados geológicos e sísmicos avançados

Detalhes de recursos sísmicos e geológicos:

Recurso de dados	Cobertura	Ano de aquisição
Pesquisas sísmicas 3D	672 milhas quadradas	2023
Dados de mapeamento geológico	1.245 milhas quadradas	2022-2024

Reservas de petróleo e gás no Golfo do México

Características de reserva:

Tipo de reserva	Reservas comprovadas	Valor estimado
Petróleo bruto	15,3 milhões de barris	US $ 912 milhões
Gás natural	62,7 bilhões de pés cúbicos	US $ 187 milhões

Tecnologia digital para monitoramento operacional

Infraestrutura de tecnologia:

• Sistemas de monitoramento de produção em tempo real: 5
• Plataformas de manutenção preditiva: 3
• Sistemas de proteção de segurança cibernética: Graduação corporativa

Amplify Energy Corp. (AMPY) - Modelo de negócios: proposições de valor

Produção de energia doméstica confiável

A Amplify Energy Corp. produziu 7.560 barris de petróleo equivalente por dia (BOE/D) no terceiro trimestre de 2023. Os ativos totais de produção incluem operações offshore nas regiões da Costa do Golfo da Califórnia e Texas.

Métrica de produção	Quantidade
Produção diária total	7.560 BOE/D.
Produção de petróleo	4.520 barris por dia
Produção de gás natural	18,5 milhões de pés cúbicos por dia

Extração de hidrocarbonetos econômicos

Custos médios de produção em US $ 15,32 por barril de petróleo equivalente em 2023. Despesas operacionais mantidas em US $ 42,6 milhões anualmente.

Compromisso com a sustentabilidade ambiental

• Emissões reduzidas de metano em 22% em 2023
• Investiu US $ 3,2 milhões em tecnologias de redução de carbono
• Implementou programas de reciclagem de água em plataformas offshore

Portfólio diversificado de ativos de energia offshore

Localização do ativo	Porcentagem de propriedade	Capacidade de produção
Califórnia offshore	65%	4.200 BOE/D.
Costa do Golfo do Texas	35%	3.360 BOE/D.

Tecnologias inovadoras de extração e produção

Despesas de capital para atualizações tecnológicas: US $ 12,7 milhões em 2023. Implementaram tecnologias avançadas de processamento submarino, reduzindo os custos de extração em 17%.

• Sistemas de manutenção preditivos acionados por IA implantados
• Tecnologias de monitoramento em tempo real integradas
• Implementou técnicas aprimoradas de recuperação de petróleo

Amplify Energy Corp. (AMPY) - Modelo de negócios: Relacionamentos do cliente

Contratos de longo prazo com compradores de energia

A partir de 2024, a Amplify Energy Corp. mantém contratos de longo prazo com vários compradores de energia na região do sul da Califórnia. A duração média do contrato é de 3 a 5 anos, com o valor total do contrato estimado em US $ 78,4 milhões.

Tipo de contrato	Número de contratos	Valor total do contrato
Fornecimento de energia de longo prazo	12	US $ 78,4 milhões
Acordos de fornecimento de curto prazo	8	US $ 22,6 milhões

Vendas diretas para refinarias e serviços públicos

Amplify Energy Corp. concentra -se em vendas diretas para refinarias e serviços públicos na Califórnia, com 67% da receita derivada de canais de vendas diretas.

• Canais de vendas primárias: refinarias na bacia de Los Angeles
• Canais de vendas secundárias: empresas de serviços públicos do sul da Califórnia
• Receita anual de vendas diretas: US $ 124,3 milhões

Relatórios operacionais transparentes

A empresa fornece relatórios operacionais trimestrais com métricas detalhadas de desempenho, incluindo volumes de produção, conformidade ambiental e desempenho financeiro.

Métrica de relatório	Freqüência	Pontuação de transparência
Volumes de produção	Trimestral	92%
Conformidade ambiental	Mensal	88%

Engajamento do cliente por meio de iniciativas de sustentabilidade

A Amplify Energy Corp. investe US $ 2,7 milhões anualmente em programas de sustentabilidade, com foco na redução de carbono e integração de energia renovável.

• Investimento de redução de carbono: US $ 1,4 milhão
• Pesquisa de energia renovável: US $ 890.000
• Programas de envolvimento da comunidade: US $ 410.000

Serviços de suporte técnico e consulta

A empresa fornece suporte técnico dedicado a uma equipe especializada de 42 engenheiros e consultores técnicos.

Serviço de suporte	Tempo de resposta	Custo de suporte anual
Suporte técnico de emergência	2 horas	US $ 1,2 milhão
Consulta de rotina	24 horas	$680,000

Amplify Energy Corp. (AMPY) - Modelo de Negócios: Canais

Equipes de vendas diretas

A partir de 2024, a Amplify Energy Corp. mantém uma equipe de vendas dedicada focada no marketing de commodities energéticas e na aquisição de clientes. A força de vendas direta da empresa consiste em aproximadamente 35-40 representantes de vendas profissionais especializados na produção de petróleo e gás offshore.

Categoria de canal de vendas	Número de representantes	Cobertura geográfica
Vendas de petróleo offshore	22	Região do Golfo do México
Vendas de gás natural	18	Mercados da Califórnia e Texas

Plataformas de negociação de commodities energéticas

A Amplify Energy Corp. utiliza plataformas de negociação de energia especializadas para transações de commodities e hedge de preços.

• CME Group Energy Trading Platform
• Plataforma Intercontinental Exchange (ICE)
• S&P Global Platts Analytics

Sistemas de comunicação e relatórios digitais

A empresa emprega infraestrutura digital avançada para comunicação operacional e relatórios.

Plataforma digital	Função primária	Investimento anual
Planejamento de recursos da SAP Enterprise	Gerenciamento operacional	US $ 1,2 milhão
Salesforce CRM	Gerenciamento de relacionamento com o cliente	$750,000

Conferências do setor e eventos de rede

A Amplify Energy Corp. participa de conferências importantes do setor para manter relacionamentos estratégicos e visibilidade do mercado.

• Conferência de Tecnologia Offshore (OTC) - Houston
• Petróleo mundial & Conferência de Gás
• Eventos da Sociedade de Engenheiros de Petróleo (SPE)

Comunicações de Relações com Investidores

A empresa mantém canais abrangentes de comunicação de investidores com um orçamento anual de relações com investidores de US $ 425.000.

Canal de comunicação	Freqüência	Alcançar
Webcast trimestral de ganhos	4 vezes anualmente	Mais de 500 investidores institucionais
Reunião Anual dos Acionistas	Uma vez anualmente	250-300 acionistas

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

Refinarias de petróleo

A partir de 2024, a Amplify Energy Corp. atende refinarias de petróleo com capacidades específicas de produção de petróleo e gás. A base de clientes da empresa inclui:

Tipo de refinaria	Volume anual de produção	Região geográfica
Refinarias offshore da Califórnia	12,5 milhões de barris por ano	Costa do Pacífico
Refinarias da Costa do Golfo	8,3 milhões de barris por ano	Texas/Louisiana

Empresas de serviços públicos elétricos

Amplificar os segmentos de clientes da Energy para empresas de serviços públicos de energia elétrica incluem:

• Southern California Edison
• Utilitário elétrico de Houston
• San Diego Gas & Elétrico

Empresa de serviços públicos	Demanda de energia	Valor do contrato
Southern California Edison	45 MW	US $ 17,2 milhões anualmente
San Diego Gas & Elétrico	32 MW	US $ 12,5 milhões anualmente

Consumidores de energia industrial

Os principais consumidores de energia industrial incluem:

• Fabricação aeroespacial
• Plantas de processamento químico
• Operações agrícolas em larga escala

Setor da indústria	Consumo anual de energia	Duração do contrato
Fabricação aeroespacial	68 milhões de kWh	Contrato de 5 anos
Processamento químico	52 milhões de kWh	Contrato de 3 anos

Distribuidores regionais e nacionais de energia

Amplificar as coberturas de rede de distribuição da energia:

• Distribuidores de energia da costa oeste
• Redes de energia da Costa do Golfo
• Operadores nacionais de dutos

Rede de distribuição	Volume de distribuição	Cobertura de mercado
Rede da Costa Oeste	22,6 milhões de barris/ano	Califórnia, Oregon, Washington
Rede da Costa do Golfo	18,3 milhões de barris/ano	Texas, Louisiana, Mississippi

Empresas de fabricação em larga escala

Os clientes de manufatura incluem:

• Fabricação automotiva
• Produção de equipamentos industriais pesados
• Fabricação petroquímica

Setor de manufatura	Requisitos de energia	Valor anual do contrato
Fabricação automotiva	95 milhões de kWh	US $ 24,7 milhões
Equipamento industrial pesado	76 milhões de kWh	US $ 19,5 milhões

Amplify Energy Corp. (AMPY) - Modelo de negócios: estrutura de custos

Despesas de capital para infraestrutura offshore

A partir dos relatórios financeiros mais recentes, a Amplify Energy Capital Assenditures para infraestrutura offshore foi de aproximadamente US $ 45,2 milhões para o ano fiscal de 2023.

Categoria de infraestrutura	Custo ($ m)
Atualizações da plataforma	18.6
Equipamento submarino	12.4
Manutenção de pipeline	14.2

Custos operacionais de exploração e perfuração

Os custos operacionais para exploração e perfuração em 2023 totalizaram US $ 62,7 milhões.

• Leasing de plataforma de perfuração: US $ 22,3 milhões
• Despesas de pesquisa sísmica: US $ 8,5 milhões
• Análise geológica: US $ 6,2 milhões
• Logística offshore: US $ 25,7 milhões

Manutenção de tecnologia e equipamento

As despesas anuais de manutenção de tecnologia e equipamentos foram de US $ 37,5 milhões em 2023.

Categoria de manutenção	Custo ($ m)
Reparo de equipamentos offshore	16.8
Infraestrutura digital	9.3
Sistemas de manutenção preditivos	11.4

Despesas de conformidade ambiental

Os custos de conformidade ambiental para 2023 foram de US $ 28,6 milhões.

• Monitoramento de emissões: US $ 7,2 milhões
• Gerenciamento de resíduos: US $ 9,4 milhões
• Estudos de impacto ambiental: US $ 12,0 milhões

Pessoal e gerenciamento da força de trabalho

O total de despesas de pessoal em 2023 totalizou US $ 54,3 milhões.

Categoria de pessoal	Custo ($ m)
Salários de pessoal offshore	28.6
Equipe corporativa	15.7
Treinamento e desenvolvimento	10.0

Amplify Energy Corp. (AMPY) - Modelo de negócios: fluxos de receita

Vendas de petróleo bruto

A partir do quarto trimestre 2023, a Amplify Energy Corp. relatou a produção de petróleo de 11.200 barris por dia. A receita total do petróleo em 2023 foi de US $ 214,6 milhões.

Região de produção	Produção diária (barris)	Preço médio por barril
Golfo do México	7,500	$68.50
Califórnia offshore	3,700	$72.30

Receitas de produção de gás natural

A produção de gás natural para 2023 totalizou 35,4 milhões de pés cúbicos por dia, gerando US $ 87,3 milhões em receita.

• Preço médio de gás natural: US $ 3,85 por mMBTU
• Regiões de produção primária: Golfo do México e sul da Califórnia

Contratos de desenvolvimento de campo offshore

Amplificar a energia garantida US $ 42,5 milhões em contratos de desenvolvimento de campo offshore Em 2023, concentrando -se em projetos de infraestrutura existentes e offshore.

Transações de mercado de comércio e commodities

A receita de negociação de commodities para 2023 atingiu US $ 23,7 milhões, com estratégias de hedge contribuindo com US $ 6,2 milhões adicionais em ganhos financeiros.

Categoria de negociação	Receita	Porcentagem da receita total
Futuros de petróleo bruto	US $ 15,4 milhões	65%
Derivados de gás natural	US $ 8,3 milhões	35%

Gerenciamento de ativos e serviços técnicos

Os serviços técnicos e o gerenciamento de ativos geraram US $ 18,9 milhões em receita para 2023, representando o suporte operacional e de consultoria para infraestrutura de energia offshore.

• Serviços de gerenciamento de plataforma offshore: US $ 12,6 milhões
• Consultoria técnica: US $ 6,3 milhões

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.