Insight
US upstream week in brief: Q1 2022 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
- Dallas Fed Energy Survey Q1 2022 results
- ICYMI – Measuring available cash flow for reinvestment
- Suspension of deep disposal wells in the Delaware Basin
- ConocoPhillips to trim tight gas
- SEC proposes companies disclose Scope 3 emissions
- Ector County enthusiasm
- Operators are hedging less oil
- Will activity ramp up on federal land?
- Haynesville still on the upswing
- STACK operators capitalize on high prices by drilling the sweet spots
- US companies see modest budget recoveries in 2022
- Permian positioning at US$110/bbl
- Oasis and Whiting combine Bakken forces
- Chevron provides new 2040 Permian outlook
- Themes from Q4 earnings calls
- PDC acquires Great Western
- EOG and Cheniere increase gas supply agreement
- Details on emissions reduction spending
- Midstream’s role in enabling the energy transition
- Which US GoM wells made our wells to watch list?
- Will Uinta attention continue to wax, or will it wane?
- How important are gas prices to Delaware economics?
- Continental resists the high oil price temptation
- Pioneer’s balance sheet pledge
- RSG certification in the Haynesville – the new normal?
- TotalEnergies abandons Equinor at the North Platte FID altar
- All aboard gas exports
- Gas freeze-off updates
- Federal funding for orphaned wells
- ICYMI – 10 reasons tight oil supply isn’t growing more this year
- Civitas acquisition of Bison O&G
- ExxonMobil and Chevron return to growth in the Permian
- Earthstone continues to consolidate the southern Midland Basin
- ConocoPhillips highgrades its Permian position through legacy sale
- Chevron reports best year of free cash flow in its history
- Federal court vacates US Gulf of Mexico Lease Sale 257
- Halliburton guides to a robust 2022 OFS market
- Chesapeake acquires Chief for US$2.5 billion
- ICYMI: looking forward to 2022 and closing out 2021
- Ranking E&Ps on shifting production mix
- Permian players share latest spacing trends
- Permian supply surpasses the rest of Lower 48 combined
- Ending another internationally-funded shale JV
- One step closer to a new market for RSG
- Delaware Basin seismic events increasing
- Repsol acquires more Marcellus
- Another large Haynesville deal?
- Expectations for Chevron and ExxonMobil to ramp Permian
- Early January gas freeze-off analysis
- ExxonMobil closer to closing Fayetteville sale
-
Chevron trims Midland acreage to private FireBird
- Archive:
Tables and charts
This report includes 24 images and tables including:
- Dallas Fed Energy Survey comments – word mentions
- 2022-2026 average cash flow profile assuming 5% growth per annum
- Ector County horizontal Spraberry annualized type curves
- Hedge quality ratio
- Federal permits by area and expiration year
- Haynesville rig trajectory
- Upstream budget evolution for top 20 US companies
- Average cumulative one year oil (bbl/ft) progression
- Seismic Response Action (SRA) areas
- GHG emissions reduction targets
- US GoM wells to watch
- Uinta Green River and Delaware Wolfcamp oil type curves for wells completed since 2018
- Permian horizontal rigs vs WTI (annual)
- Carrizo-operated DJ Niobrara annual type curves
- Seismic activity in the Texas portion of the Delaware Basin (2012-2021)
- Texas Delaware Basin seismic magnitude (2012-2022)
- Tioga County well EUR: Repsol and Rockdale operated
- Aethon-operated Louisiana Haynesville production
What's included
This report contains:
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