*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
- ExxonMobil to sharpen Permian portfolio
- A surprise supply area and breakout private E&P
- ICYMI: what the Delayed Energy Transition could mean for US gas?
- Shell greenlights Vito waterflood project
- Ovintiv looks to shed another basin with potential Uinta sale
- Looming reporting changes set to lift reported industry emissions
- APA looks to high grade Permian portfolio in rumored sale
- Resetting Utica well metrics
- U-lateral wells getting further derisked
- Chevron's first oil from GoM 20-ksi Anchor
- Talos expands into ultra-high-pressure Paleogene
- Waha gas pricing a low in Q2 earnings
- Delaware deals rumors shift to less familiar names
-
Reversal in Majors’ Permian rankings
- ExxonMobil Q2 highlights
- Chevron Q2 highlights
- How much do prices need to swing to change tight oil’s production trajectory?
- BP greenlights the Kaskida project in the Gulf of Mexico
- Statistic of the week: 66% of Permian capex flows through Houston
- US Lower 48 M&A Watchlist
- Highlights: bpx energy
- Two more Permian consolidation deals
- US Independents' H1 2024 earnings takeaways
- Permian water disposal challenges swell
- Sustainability report round-up
- Political notes
- Oxy to relinquish a piece of CrownRock?
- Ohio E&P case study after Vance VP pick
- Small gas disposals adding up
- Oklahoma City notes from the road
- Devon snaps up Grayson Mill
- ICYMI: 2024 tight oil costs update
- Winterfell achieves first oil in the US Gulf of Mexico
- Eni sells Alaska position to Hilcorp
- PE exchange - Quantum Capital picks up Caerus Oil
- SM breaks all the M&A rules with XCL buy
- Is Uinta growth back on the rails?
- Mitsui’s latest Gulf Coast gas deal
-
A new shale IPO
- Archive:
Tables and charts
This report includes 31 images and tables including:
- Grit’s horizontal San Miguel type curve – 2023 IP
- Uinta offsetting operator positions
- US operator concentration by area
- 2023 oil-focused methane intensity by operator
- ConocoPhillips US 2023 methane emissions
- Liquids-rich Utica well design evolution
- U-lateral well count by company, geography and reservoir
- Permian well design cost comparison
- US GoM Paleogene fields
- GoM investment by play type
- 2025-2027 cumulative cash flow comparison: base case Waha vs 75% reduction
- Northern block
- Southern block
- Range of outcomes exceeds 4 million b/d
- Proportion of Permian capex by operator HQ location
- M&A watchlist
- bpx production forecast (entitlement volumes)
- Deal details
- Acreage location
- Hedge positions
- Delaware Basin produced water volumes
- 2023 methane intensity by operator
- Ohio production by play
- Ohio development activity
- Tight oil cost efficiency trends
- SM Energy and XCL 2021-2023 well performance
- Uinta Basin crude production
- Example analogue slide
What's included
This report contains:
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