Insight
Corporate week in brief: US E&P earnings land with a thud
Report summary
Lead story: US E&P results highlight contrasting operational performance and shareholder return priorities. Macro: Brent’s comeback continues, oil and gas stocks up but a mixed week for US E&Ps. Companies: Oil Search and Santos look to LNG expansion, Japan's INPEX joins ONGC in the UAE, Noble Energy signs a key gas sales agreement in Egypt. M&A: Repsol sell Gas Natural stake for €3.8 billion, Shell looks to trim Norway portfolio
Table of contents
- Macro: oil prices, oil and gas shares
- Lead story: mixed Q4 results for US E&Ps
- Companies: Oil Search, Santos, Noble Energy
- M&A: Repsol, Shell
Tables and charts
This report includes 2 images and tables including:
- Share-price performance of tight-oil E&Ps during earnings season
- Data dashboard
What's included
This report contains:
Other reports you may be interested in
Insight
Corporate week in brief
Rolling coverage of the most important events affecting the corporate energy sector.
$700
Insight
2024 guidance: upstream companies' capital budgets and production targets
Rolling company guidance tracker with 2024 investment plans and volume targets
$1,350
Insight
US upstream in brief: Efficiency up. Drilling down.
The US week in brief highlights the need-to-know current events from US upstream. Stories are supplemented with proprietary WoodMac views.
$1,350