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US upstream week in brief: Q1 2019 archive

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31 March 2019

US upstream week in brief: Q1 2019 archive

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
  • Colorado oil and gas regulatory overhaul continues to make progress
  • Chevron and ExxonMobil power through in the Permian
  • The flood of water midstream companies may offer a life raft for Permian E&Ps
  • Digital oilfield – time to walk the walk
  • ­­Investors eyeing Eagle Ford, Bakken, and Lower 48 gas
  • Is it sensible for QEP to terminate its Bakken sale?
  • Stacking rigs in the STACK
  • Characterising NAPE 2019: subtle but smart
  • What's an undrilled Permian acre REALLY worth?
  • Devon shrinks to grow with two significant basin exits
  • New Mexico legislation a threat to oil and gas growth
  • Where is ConocoPhillips testing Vintage 5 completions?
  • Tuscaloosa Marine Shale: the play with nine lives
  • Northeast gas supply finally faces some competition
  • WPX kicks off the Permian rig drop
  • LLOG pushing the envelope on reducing cycle times for deepwater projects
  • Even more moving parts in upcoming Permian A&D
  • A&D from A to Z
  • Matador refines its L48 focus and we've been waiting for it
  • What's on investors' minds for 2019?
  • Chevron's Gulf of Mexico 2019 wildcat to watch
  • Who's winning the Powder River Basin permitting war?
  • Haynesville completions in the crosshairs
  • Lower 48 crude production: help is on the way
  • Largest drop in Permian rig count since 2016
  • All eyes on budget guidance
  • Continental Resources gets its feet wet near the Delaware Basin
  • Chesapeake's PRB asset is unique in more than one way
  • BP leverages big data and big infrastructure to create value in the GoM
  • What will shape the North American crude market in 2019?
  • How common are dry holes in the Permian?
  • Elliott remains active, bids to take QEP private
  • Water companies build important scale in the Permian
  • Low oil prices keep a lid on service costs
  • Our thoughts from the Dallas Fed's Quarterly Energy Survey
  • New Mexico's new administration plans new regulations
  • In case you missed it...Shale EOR

Tables and charts

This report includes 24 images and tables including:

  • 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
  • Loving County, TX Wolfcamp wells (2018)
  • Average lead time and reserve size for subsea tie-back projects
  • Five 2019 wildcats target large or giant prospects in the Gulf of Mexico
  • Powder River Basin well permit inventory by operator and permit approval time
  • Permian horizontal rig forecast
  • 2018-2019 change in upstream portfolio capital budget
  • Reed 24 25 B State No. 001H
  • GoM vs. tight oil breakevens
  • Largest New Mexico oil and gas operators by remaining value

What's included

This report contains:

  • Document

    US upstream week in brief: Q1 2019 archive

    PDF 4.16 MB