Insight
US upstream in brief: North America YTD deal spend leaps 40%
*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
- North America YTD deal spend leaps 40%
- Q3 gas earnings round-up
- Possible petcoke proppant substitution
- Alaska mega projects: Willow costs climb 20%
-
Chevron and ExxonMobil exceed Q3 expectations
- ExxonMobil
- Chevron
- Western Haynesville pushes east
- LLOG Exploration explores US$3 billion sale in Gulf of America
- More OFS firms expand into power
- Private operators accelerate development
-
Another new Asian buyer for Haynesville gas assets
- Asset details
- Permian meeting notes
- Permian associated gas slowing but still growing
- 7 more item(s)...
Tables and charts
This report includes the following images and tables:
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Top gas operator production and liquids weightingWillow cash flow prior to cost increase vs. current model
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Western Haynesville zoom-inUS Lower 48 gas-focused deal spend and valuation trendsPermian production continues to get gassier keeping volumes resilientShenandoah: South Timbalier 283-J junction point production with estimated well start-up timingPermian earthquakes by year and magnitudePermian gas supply delivered to LNG facilitiesLLOG GoA portfolio* NPV10 (US$M) and remaining reserves (mmboe)Civitas inventory stack
- 1 more item(s)...
What's included
This report contains:
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