Insight
US Independents' earnings preview: budgets, balance sheets, and ballots
Report summary
Earnings for the US E&Ps begin this week, with the diversified Hess and ConocoPhillips kicking things off on Wednesday and Thursday. On Friday we get a couple of the big Appalachian players, Cabot and Range, who both hold their call opposite ExxonMobil in the morning, followed by Chevron an hour later. The rest of the E&Ps are spread out through the first week of November, with Occidental the following week. We expect 2021 budget plans, balance sheet updates, ESG, the US election, and M&A to be the main focus on calls.
Table of contents
- No table of contents specified
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Insight
ExxonMobil’s Permian synergies: defining the value in data strategy
We model over US$15 billion of synergy value on Pioneer's Permian assets. Proprietary data science will enable ExxonMobil's success.
$1,350
Insight
US upstream in brief: water watchers see Permian puzzles
The US week in brief highlights the need-to-know current events from US upstream. Stories are supplemented with proprietary WoodMac views.
$1,350
Insight
Pemex financial health: reasoning and impact on recent hydrocarbon duty government aid
Fiscal reductions have alleviated some Pemex financial struggles, but further action is required to return to self-sufficiency
$1,350
