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US upstream in brief: Permian contributions to US Majors blockbuster Q3 earnings
*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
- Permian contributions to US Majors blockbuster Q3 earnings
- Northeast delineation reveals some Western Haynesville evolution
- Chart of the week – Giant GoA oil fields keep giving
- TotalEnergies and Chevron deepen GoA alliance as supply cliff looms
- EQT acquires Range Resources in all-stock US$13 billion deal, reclaiming title as largest US gas producer
- Chevron looks to shed some mature GoA assets as hub strategy sharpens
- NFG’s spin-off will create another Appalachian gas pure play
- ICYMI: US oil producers bank windfall profits, but few tackle inventory longevity
- ExxonMobil and H&P bring robotics technology to tight oil
- Crescent Energy acquires Devon Energy's Eagle Ford assets
- Isaias triggers rapid production shut-in with recovery tail uncertain
- California’s first federal lease sale in six years could expand field boundaries
- 3 more item(s)...
Tables and charts
This report includes the following images and tables:
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Western Haynesville and Bossier recent well highlightsBlack Stone Haynesville connection thesisDeepwater GoA top 10 fields by cumulative oil with modelled forecast
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Chevron and TotalEnergies farm in activity and joint block holdingsConfirmed and potentially marketed Chevron-owned deepwater field interestsSeneca Resources development since 2018 by playType curves, wells since 2018 by playEV vs. consensus 2027 EV/EBITDAH&P roboticsSelect hurricanes that have caused reported shut-in during the past decade
- 5 more item(s)...
What's included
This report contains:
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