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US upstream week in brief: Q1 2021 archive

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31 March 2021

US upstream week in brief: Q1 2021 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

  • More pressure on New Mexico flaring
  • Permian productivity report card
  • Presence of Permian privates
  • Potential royalty rate increase in the US Gulf of Mexico?
  • Diamondback shows off financing synergies
  • Unpacking the Lower 48’s recent regulatory updates
  • Two weeks to cost hikes?
  • Quantifying the Lower 48 exploration lull
  • Highpoint takes a detour through bankruptcy
  • Chevron’s Permian reaffirmation
  • More of the same of the Niobrara
  • ICYMI – Legacy lessons from the Barnett’s breakout well
  • ExxonMobil’s updated Permian plan
  • ExxonMobil sells its stake in Lucius and Hadrian North in US Gulf of Mexico
  • The market got EOG wrong
  • Reactions to federal drilling permit restrictions
  • Q4 L48 Independents Earnings – That’s a Wrap
  • IPO still on the Vine
  • Investors sound off on divergent spending paths
  • Investment efficiency in the Permian
  • Cratering US frac spreads
  • EQT’s rapid e-frac switch
  • Q4 L48 Independents earnings recap: week one
  • Continental celebrates fresh Powder
  • Permian production on ice?
  • ICYMI – the impact of a prolonged onshore federal permit ban
  • Freeze-off facts and figures
  • A Dawson County revival?
  • Chesapeake unveils newroad map
  • Equinor backs out of the Bakken
  • Liberty Oilfield to prioritize pricing power
  • Texas flaring outlook
  • Shenandoah farm down ahead of FID?
  • Putting the 2020 pullback into perspective
  • GoM’s global well to watch
  • Northern Oil & Gas gains gas exposure
  • Surge grabs Grenadier and expands its Permian position
  • DC’s impact on GoM’s future
  • What do Biden's Executive Actions actually mean?
  • Kimmeridge’s three-pronged path to profitability
  • Enerplus increases its bet on the Bakken
  • Frac demand outpaces expectations
  • Grid-powered completions – path to net-zero?
  • The fate of Keystone XL
  • Beacon makes its second discovery in the US Gulf of Mexico
  • GOR doesn’t tell the whole oil story
  • Parsing out Permian rig trends
  • A sizeable San Juan step out
  • More pressure on Ovintiv
  • Antero's balance sheet back on track
  • ICMYI – four things to look for in 2021
  • Tokyo Gas divesting Barnett JV
  • Investor conferences previews earning season
  • Denbury’s first post-bankruptcy move
  • Dallas Fed Survey Q4 - storm clouds and silver linings
  • Unpacking the latest changes in the Powder River

Tables and charts

This report includes 30 images and tables including:

  • Ovintiv’s Eagle Ford and Austin Chalk wells (2018-2020)
  • Exploration spuds and spend
  • California activity and new well metrics
  • Noble’s impact on Chevron’s Permian production base
  • Haynesville wells drilled since 2015
  • 2021 vs 2020 vs 2019: change in upstream capital budgets by peer group
  • US Lower 48 horizontal rig count and frac spread count
  • Samson permits by reservoir vs high bottom hole temperature (BHT) catchment area
  • Federal permit scenarios
  • Bakken decline rate by operator
  • Beacon’s Shenandoah cash flow estimates - 350 mmboe reserves case
  • Beacon’s Shenandoah cash flow estimates - 200 mmboe reserves case
  • Lower 48 growth will look different going forward
  • North America tight oil spend (primary play)
  • Policy updates and impact (right click and open new tab for full-size view)
  • Enerplus' Bakken position and wells drilled
  • Winterfell well location
  • Gallup sandstone play – All HZ well colored by cumulative 90 day oil volumes
  • STACK Oil Mississippian performance
  • Average Midland Wolfcamp performance by spacing and timing
  • US LNG feedgas draw

What's included

This report contains:

  • Document

    US upstream week in brief: Q1 2021 archive

    PDF 6.94 MB