US upstream week in brief: Q1 2024 archive

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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?
  • EQT cuts to the full gas market’s benefit
  • Breakfast briefing notes on M&A
  • APA tout advanced modeling upside too
  • Marathon's Permian step out success
  • Diverging responses to low gas prices
  • ExxonMobil trims US GoM portfolio
  • Striking a Chord in the Bakken - Chord and Enerplus merge
  • South Texas seismicity and potential SWD regulation shakeup
  • Fast facts on proposed methane fee ruling
  • ICYMI: Lower 48 oil production slows considerably
  • Diamondback and Endeavor create a Midland giant
  • Notes from the road: NAPE Summit
  • CRC builds resilience on the West Coast
  • More Haynesville assets on the market
  • Permian M&A notes from the road
  • ExxonMobil and Chevron Permian production update
  • BP growth explained
  • DC pause on LNG export permits
  • An opportunity for big Bakken buyers
  • OFS operators provide insight into North American activity
  • Permian Resources continues Delaware Basin M&A push
  • US Independents: Q4 2023 results preview
  • What could a second Trump administration mean for US upstream?
  • ICYMI: Reviewing 2023 in US Lower 48 Upstream
  • Chesapeake and Southwestern deal rumor observations
  • Chevron and ExxonMobil announce US impairment charges
  • Haynesville planning complications
    • Archive:

Tables and charts

This report includes 25 images and tables including:

  • E&P business indicators – Q1 YoY
  • OFS business indicators – Q1 YoY
  • Activity declines and efficiency gains (2018-2023)
  • L48 gas production outlook comparison
  • EOG’s Dorado performance vs Lewis-operated wells
  • "CombineCo" pro forma production
  • Disclosure timelines for companies
  • EQT remaining inventory by breakeven
  • Progression of deal PV
  • APA explanation
  • Delaware Woodford Wells
  • 2023 vs. 2024 gas production by operator
  • ExxonMobil US GoM production profile
  • Chord and Enerplus acreage positions
  • Chord pro-forma remaining inventory at 15% hurdle rate
  • Eagle Ford area earthquakes by year and magnitude
  • Tellurian vintage Haynesville well performance
  • Permian cashflow resiliency
  • BP asset production profile by basin
  • Natural gas freeze-offs by region
  • Auction process options
  • Well production curves by operator
  • Planned and operational project nominal capacity by state
  • APA and CPE Permian acreage positions

What's included

This report contains:

  • Document

    US upstream week in brief: Q1 2024 archive

    PDF 5.18 MB