Insight
US upstream in brief: Stone Ridge’s US$8 billion Marcellus bid tests Devon’s post-merger strategy
*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
- Stone Ridge’s US$8 billion Marcellus bid tests Devon’s post-merger strategy
- Shell’s Mars platform first in Gulf of America to produce one billion barrels
- PE-monetization continues as Bison IV looks to exit the DJ Basin
-
Devon and Matador spotlight in record US$4 billion Permian lease sale
- Top bidders
- The next era of a Haynesville private
- PE-backed Permian exits pick up the pace
- First oil announced at Alaska Pikka field
- Lower 48 gas earnings roundup: Q1 2026
- ICYMI: Lower 48 supply outlook shifts as oil resilience and gas demand surge
- Kosmos and Oxy sanction Tiberius project in Gulf of America
- Western Haynesville update: hiccup or part of the derisking progress?
- Tracking price-related activity shifts in L48
- 14 more item(s)...
Tables and charts
This report includes the following images and tables:
-
Mars platform well-level production rate vs cumulative productionMars platform well-level cumulative productionDJ Basin - Bison IV and Japex leasehold
-
Northeast subplay type curve - oilChalk Bluffs subplay type curve - oilTrinity Operating operated productionAcreage by operator and producing well by bench – Reeves County, TexasDisclosed Permian deal consideration per acreTop gas operator resultsLower 48 oil supplyUS GoA producers capex budget as compared to historical (producers with yearly spend <$500 million)
- 16 more item(s)...
What's included
This report contains:
Other reports you may be interested in
Insight
Energy Pulse: The US oil industry is consolidating as growth slows
The US$58 billion Devon-Coterra deal reflects investors’ demands for scale and stable revenues as the US tight oil industry reaches maturity
$3,000
Asset Report
Devon Energy - Lower 48 upstream
Upstream valuation for Devon's Delaware, Williston, Eagle Ford, Anadarko, and Powder River assets
$22,800
Insight
US upstream week in brief: Q4 2024 archive
The US week in brief highlights the need-to-know current events from US upstream. Stories are supplemented with proprietary Woodmac views.
$1,350
