After the crash – what's changed in the US Gulf of Mexico?
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
-
Executive summary
- Low prices take a toll on valuations
- US GoM companies try to live within cash flow
- Exploration and leasing are hit the hardest
- Leasing spend crashes
- Exploration plans get halved
- No project gets the greenlight
- Conclusion
Tables and charts
This report includes 7 images and tables including:
- Remaining NPV 10 (Jan 2020 dataset)
- Capex revision
- Production revision
- Assets most impacted by 2020 capex reductions
- Company cash flows in 2020
- Exploration activity outlook (2020)
- Projects with deferred FID
What's included
This report contains:
Other reports you may be interested in
US GoM Shelf upstream summary slides
The slide pack provides a summary of the key issues in the US Gulf of Mexico shelf.
$3,400US upstream in brief: Permian water disposal challenges swell
The US week in brief highlights the need-to-know current events from US upstream. Stories are supplemented with proprietary WoodMac views.
$1,350Investment finally increases at US Gulf of Mexico Central Lease Sale 247
Cautious optimism returns to the deepwater GoM as the total bid amount increases after five years of decline.
$1,350