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US upstream week in brief: Q1 2024 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
- Beacon sells its non-op US GoM assets
- Q1 2024 Dallas Fed Energy Survey takeaways
- Efficiency up. Drilling down.
- Upstream L48 gas perspectives
- Chart of the week: Gas price driven production shifts
- Updated E&P hedging data
- Another Major with Lower 48 growth plans
- Kimmeridge ups the ante on proposed SilverBow merger
- SEC ruling formalizes emissions disclosures
- EQT reunites with Equitrans
- Permian perspectives: 2024 Midland meeting notes
- Could Colorado bills fail?
- 28 more item(s)...
Tables and charts
This report includes the following images and tables:
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E&P business indicators – Q1 YoYOFS business indicators – Q1 YoYActivity declines and efficiency gains (2018-2023)
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L48 gas production outlook comparisonEOG’s Dorado performance vs Lewis-operated wells"CombineCo" pro forma productionDisclosure timelines for companiesEQT remaining inventory by breakevenProgression of deal PVAPA explanationDelaware Woodford Wells2023 vs. 2024 gas production by operator
- 13 more item(s)...
What's included
This report contains:
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