Insight
US Upstream week in brief: Permania persists, as investment intensifies alongside an Oasis entrance
Report summary
Permania is not over as we approach the end of the year. In addition to presenting our view on the Oasis-Forge deal, this week's note addresses other Permian stories including a smaller Chisholm Energy deal, Chevron's updated capex budget and an update on Gray Oak Pipeline. What is the rationale behind Oasis' entry into the Permian? And how does it compare to recent deals in the region? We also discuss the partnership between Aera Energy and GlassPoint to build California's largest solar generation project and Eclipse Resources' acquisition of Utica Shale acreage.
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