Insight

US upstream in brief: Navitas joins Kosmos and Oxy in GoA Tiberius project

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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

  • 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
  • GoA Big Foot exit as Marubeni's gas strategy takes hold
  • Tight oil recovery factor revolution?
  • God Squad exemption eclipses Gulf of America ESA litigation
  • 3 more item(s)...

Tables and charts

This report includes the following images and tables:

    Navitas global working interest capital expenditures and production outlookWestern Haynesville production trends
    Recent 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% capacityPlatform count by production period above 80% utilization

What's included

This report contains:

  • Document

    2026 July 7 GOM Deepwater Dashboard.pdf

    PDF 244.97 KB