Insight
US upstream in brief: Lower 48 H1 2026 M&A signals balanced appetite for both liquids and gas
*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
- Lower 48 H1 2026 M&A signals balanced appetite for both liquids and gas
- Operators are right-sizing next generation of GoA platforms
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ICYMI: as Permian inventory gets pricier, Vaca Muerta gains relevance
- Archive:
Tables and charts
This report includes the following images and tables:
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US Lower 48 deal consideration YoYLower 48 M&A analysis by primary resource themePeak oil utilization vs % platform life at 80% capacity
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Platform count by production period above 80% utilization
What's included
This report contains:
