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US upstream in brief: early data signals from Shenandoah show promise

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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

  • Early data signals from Shenandoah are promising
  • California Resources continues West Coast consolidation with Berry acquisition
  • Chord picks up more ExxonMobil Williston assets
  • Fast facts: EPA releases proposal to suspend reporting
  • Lower 48 oil production meets rig reality
  • Diamondback's strategic exit boosts Deep Blue's water footprint
  • ExxonMobil’s Permian proppant a trick up the sleeve that competitors don’t have
  • Notes from the Northeast
  • Every barrel produced was once explored for
  • From supplier to off-taker: EQT’s entry into LNG purchasing
  • Crescent Energy to acquire Vital Energy for US$3.1 billion
  • Talos makes largest GoA oil discovery this decade
  • 21 more item(s)...

Tables and charts

This report includes the following images and tables:

  • South Timbalier 283-J junction point daily oil tracker with significant events from Anchor and Shenandoah
  • Map of Keathley Canyon Connector pipeline and Discovery Pipeline fields prior to the South Timbalier 283-J junction point
  • California Resources and Berry operated wells in Kern County, California
  • California oil production
  • Offset Uteland Butte well results by operator
  • Berry's Uinta position and offset operators
  • Chord Energy pro-forma Bakken position
  • Dunn County well results by operator
  • Dunn County activity by operator
  • Permian production spud to first production time
  • 21 more item(s)...

What's included

This report contains:

  • Document

    US upstream in brief: early data signals from Shenandoah show promise

    PDF 13.19 MB

  • Document

    2025 September 10 GOM Deepwater Dashboard.pdf

    PDF 247.85 KB