Insight
US upstream week in brief: Q1 2019 archive
*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
- Permian gas prices go negative
- An update on activist investor activity
- Full disclosure on full-cycle shale metrics
- Shut-in schedules and other Midland trip notes
- Small signs of momentum at the Gulf of Mexico Lease Sale 252
- US LNG construction surge excites Haynesville players
- Equinor's future in the Eagle Ford
- Deal rumour mill: Carrizo and SM reportedly considering a merger
- Permian-player Legacy Reserves up for sale
- Upcoming research: debunking the shale 'fast follower' myth
- Private equity continues to flood the Permian water market
- Artificial Intelligence speeds and automates geoscience
- 37 more item(s)...
Tables and charts
This report includes the following images and tables:
- Permian gas forecast and pipelines
- Map of Gulf of Mexico Lease Sale 252 results
- Map of Equinor Eagle Ford wells, showing subplay outline
- Wolfcamp wells drilled since 2014, sized by 180-day cumulative oil production
- Howard County horizontal wells since 2017
- Company snapshot: Goodnight Midstream
- Heatmap showing completed Hz DJ Basin wells in proximity to growing Denver communities
- Horizontal rig counts by basin
- Single data point excitement
- 12 more item(s)...
What's included
This report contains:
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