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US upstream in brief: Permian meeting notes
*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 meeting notes
- Permian associated gas slowing but still growing
- Chart of the week – Majors Lower 48 benchmarking
- Shenandoah hits 100,000 b/d target
- Permian seismic activity drops, but water-sourced problems persist
- Nitrogen rejection complicates Permian LNG linkage
- LLOG's Salamanca FPU adds to Gulf of America production growth
- ICYMI: Chevron's Hess deal transforms portfolio but gap with ExxonMobil remains
-
Civitas Resources emerges as a deal target
- Archive:
Tables and charts
This report includes the following images and tables:
- Permian production continues to get gassier keeping volumes resilient
- Shenandoah: South Timbalier 283-J junction point production with estimated well start-up timing
- Permian earthquakes by year and magnitude
- Permian gas supply delivered to LNG facilities
- LLOG GoA portfolio* NPV10 (US$M) and remaining reserves (mmboe)
- Civitas inventory stack
What's included
This report contains:
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