Insight
US upstream in brief: Shell exits Na Kika and Coulomb in US$1.7 billion deal
*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
- Shell exits Na Kika, Coulomb in US$1.7 billion deal with Talos and Ridgewood
- Haynesville growth notes
- Magnolia possibly eyes WildFire in transformational Eagle Ford move
- ICYMI: as Permian inventory gets more costly, Vaca Muerta gains relevance
- Chevron signs 20-year PPA with Microsoft for west Texas data center
- Another Japanese buyer swoops in on shale gas
- Utah's infrastructure tax credit lifts producers but leaves long-term egress questions
- Kaskida and Tiber farmdown: not all stakes are created equal
- Sixth Street doubles down on US gas
- APA Corporation bulks up in Alaska and takes on operatorship
- Smarter completions, moreopexand shallower base declines – the talk of the town in Midland
- Chart of the week: Jurassic Spark - is the industry overlooking the Norphlet play?
- 27 more item(s)...
Tables and charts
This report includes the following images and tables:
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2026 annualized production (post deal) for Talos and RidgewoodAPEX Haynesville completions
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Haynesville produced water statisticsWorking interest production profileChevron Permian production outlookEagleRidge operated well heatmapEagleRidge Barnett activity, production and PDP forecastCapital expenditure relief per project PV soldSan Juan Mancos gas type curve*
- 30 more item(s)...
What's included
This report contains:
