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Corporate week in brief: rising costs weigh on Tight Oil Inc.
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Higher oil prices are good for shale players, right? Yes, but for two complicating factors – cost inflation and hedging. Both weighed on US Independents' Q1 results last week, with a ramp-up in drilling putting upward pressure on costs, and derivative losses impacting most of the sector. More on this, and the following stories: Rosneft increases shareholder distributions; welcomes QIA as its third largest shareholder; BP reports strong Q1 results; Marathon picks up acreage in Louisiana Section of the Austin Chalk play; Santos sells non-core Asian assets; Statoil highlights progress on carbon and renewables; Marathon Petroleum / Andeavor to create the US' largest refiner.
Table of contents
- Macro: oil prices, oil and gas shares
- Lead story: US E&P Q1 results
- Companies
- M&A
- Energy transition
Tables and charts
This report includes the following images and tables:
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Change in share price during the week of April 30 through May 4
What's included
This report contains:
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