Insight
US upstream in brief: Surging WTI could test tight oil supply chain
*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
- Surging WTI could test tight oil supply chain
- Gulf of America to hold second oil and gas lease sale mandated in OBBBA
- Q4 2025 gas earnings roundup and 2026 outlook
- Diamondback’s deeper bench delight
- Dual ‑benefit deal: SM deleverages and Caturus secures gas for LNG
- Sell side questions on international shale exploration
- Ovintiv announces the sale of its Anadarko assets for US$3 billion
- Chevron, Shell, BP reveal differing GoA strategies in Q4 earnings calls
- ICYMI: Americas upstream 2026 outlook webinar
- Class of 2026 FIDs set to exceed US$100 billion
- Transocean-Valaris merger creates Gulf of America drilling giant
- bpx ahead of schedule on 2030 growth aims
- 18 more item(s)...
Tables and charts
This report includes the following images and tables:
-
US Lower 48 oil supply outlook by price scenarioCount of top three bidder status by company since LS 252 (March 2019)Select gas operator full year production results and guidance
-
Diamondback Barnett DisclosureTop 50% of FANG’s 2025 Midland Woodford (Barnett) wellsAcquired Galvan Ranch (‘New Caturus’) versus South Texas Caturus (‘Existing Caturus’) type curvesChevron, Shell, BP GoA capex and production trends2026 pre-FID project unit development costs by project and resource themebpx liquids and gas production since 2019US Lower 48 production from select operators
- 15 more item(s)...
What's included
This report contains:
Other reports you may be interested in
Insight
Rebuilding Venezuela’s upstream sector: where optimistic ambitions meet harsh realities
The US’ push for radical change is strong but Venezuela has suffered from years of underinvestment, rising costs and operational decay.
$1,350
Asset Report
Bakken and Three Forks tight oil unconventional play
A detailed analysis of the Bakken tight oil unconventional play.
$2,800
Insight
Tariff turmoil: how big a cost hit will US oil and gas operators take?
We assess the impact of the Trump administration's 2025 tariff policies on the US upstream oil and gas sector.
$1,350
