Insight

US upstream in brief: Diamondback shines a spotlight on the future

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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

  • Diamondback shines a spotlight on the future
  • Q2 gas earnings: discipline, drilling records and supply deals
  • EOG’s milestone in global unconventional exploration
  • Navitas joins Kosmos and Oxy in GoA Tiberius project
  • ExxonMobil and Chevron both hit record Permian volumes
  • Western Haynesville wobble?
  • Matador keeps the accelerator down for Delaware expansion
  • Vitol passes the reins to Verde
  • Expand bolsters gas marketing business
  • Magnolia resets bar for Eagle Ford scale with US$4 billion WildFire acquisition
  • Produced water challenges = proposed water solutions
  • ICYMI - Permian execution drives differentiation
  • 6 more item(s)...

Tables and charts

This report includes the following images and tables:

    Production by operatorUAE’s exploration and unconventional blocksWell productivity benchmark
    Navitas global working interest capital expenditures and production outlookWestern Haynesville production trendsRecent activity by operator and valuation reservoirWell results by operator and valuation reservoirEagle Ford operated production by companyUS Lower 48 deal consideration YoYLower 48 M&A analysis by primary resource themePeak oil utilization vs % platform life at 80% capacity
  • 2 more item(s)...

What's included

This report contains:

  • Document

    2026 July 7 GOM Deepwater Dashboard.pdf

    PDF 244.97 KB