Insight
US upstream in brief: shale operator response will drive well costs higher
*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
- Shale operator response will drive well costs higher
- Japex doubles down on international growth, including US assets
- Chevron leads oil and gas producers to big Supreme Court ruling in decade-long dispute with Louisiana
- Why the timing is right for Beacon, HEQ to market the Shenandoah field
- Creating demand for produced water in Texas
- Oxy’s ‘Bandit’ secures Gulf of America Miocene discovery
- Portfolio meeting notes (from the road)
- Benchmarking the Majors in US upstream
- Continental boosts spending 20% as private status enables rapid rig response
- Expect modest US Lower 48 rig additions as 6-week window overrides US$100 oil
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Sale process initiated for Beacon and HEQ’s stake at Shenandoah
- Archive:
Tables and charts
This report includes the following images and tables:
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Cost inflation scenariosYoY change in well cost componentRecent international upstream buyers in US (Dec 2023 - present)
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Shenandoah hub production and cash flowPermian water volumes by state*GoA Miocene plays creaming curvesLower 48 active horizontal oil rig history and outlookMajor deepwater operated assets by company
What's included
This report contains:
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