Insight
US upstream week in brief: Q1 2023 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
- ExxonMobil sync s Permian growth to refin ery expansion
- Pioneer gives an encore to mobile proppant mining
- Record gas freeze-offs but no market support
- ConocoPhillips’ Willow waits no more
- Oxy’s planning price pivot
- Appalachia – flat production but growing capital
- A more sizable sandbox for proppant providers
- Chevron’s Permian particulars
- Unpopular Eagle Ford A&D
- Comstock’s monster East Texas well overtakes the last
- OBN seismic: illuminating advantaged barrels in the US GoM
- Chevron back on track in the Permian
- INPEX’s Eagle Ford project flies over to Repsol
- Chesapeake’s return to a gas-only portfolio almost complete
- Demystifying the gas crash
- ICYMI - US Lower 48: 2022 in review
- BP budget biggest since BHP deal
- 2023 a test year for shale
- Dallas Fed Energy Survey
-
Winter gas freeze-offs set a record
- Archive:
Tables and charts
This report includes 22 images and tables including:
- Lower 48 gas freeze offs: seasonal vintages
- Appalachian cost nuances
- Ranger’s Eagle Ford lease position
- 2023 Haynesville projections
- Extensive Eagle Ford sample set: divested Black Oil wells
- US GoM deepwater plays and multi-client OBN library
- Q4 2022 winter storm impacts
- Q4 2022 uptick: important for Permian momentum
- INPEX-operated Gulf Coast Basin (Eagle Ford) wells
- Well productivity
- NYMEX Henry Hub monthly settle and forward curve
- BP Lower 48 upstream spend
- Rockcliff remaining inventory by gas breakeven price
- Rockcliff acreage by breakeven
- Talos Energy US GoM deepwater production
- Special question section: carbon, water, and renewables
- Cumulative freeze-offs by winter season (mmcf)
What's included
This report contains:
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