Insight
US upstream in brief: Devon and Matador spotlight in record US$4 billion Permian lease sale
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
The US week in brief report highlights the need-to-know events from US upstream. It is a rolling document, continuously updated with our own analysis and opinion on events impacting the sector. Coverage includes US onshore and Gulf of Mexico. Sources for the news stories include company press releases, industry events, press coverage, and our own modelling changes. The facts are presented, but more importantly we discuss implications for our modelling.
Table of contents
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Devon and Matador spotlight in record US$4 billion Permian lease sale
- Top bidders
- The next era of a Haynesville private
- PE-backed Permian exits pick up the pace
- First oil announced at Alaska Pikka field
- Lower 48 gas earnings roundup: Q1 2026
- ICYMI: Lower 48 supply outlook shifts as oil resilience and gas demand surge
- Kosmos and Oxy sanction Tiberius project in Gulf of America
- Western Haynesville update: hiccup or part of the derisking progress?
- Tracking price-related activity shifts in L48
- US onshore strength anchors Chevron and ExxonMobil results
- Another operator approaching the APEX of Haynesville benchmarks
- Kimmeridge pushes Devon to divest non-core assets post-Coterra merger
- 11 more item(s)...
Tables and charts
This report includes the following images and tables:
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Trinity Operating operated productionAcreage by operator and producing well by bench – Reeves County, TexasDisclosed Permian deal consideration per acre
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Top gas operator resultsLower 48 oil supplyUS GoA producers capex budget as compared to historical (producers with yearly spend <$500 million)Western Haynesville wells online through Q1 2026Western Haynesville D&C cost since 2022Cost inflation scenarios
- 11 more item(s)...
What's included
This report contains:
