Insight

US upstream in brief: Shenandoah hits 100,000 b/d target

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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below

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

  • 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
    • Archive:

Tables and charts

This report includes the following images and tables:

  • 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:

  • Document

    US upstream in brief: Shenandoah hits 100,000 b/d target

    PDF 1.30 MB

  • Document

    2025 September 24 GOM Deepwater Dashboard.pdf

    PDF 249.04 KB