Insight
US upstream week in brief: Q2 2019 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
- Expect change in these three technical areas
- Brown sand gets the gold star
- How bad was tight oil's Q1 2019 outspend?
- Small geographies power tight oil’s biggest gains ever
- De-risking part of the Wolfcamp D
- GoM Shelf update
- Exploration resilience in the Louisiana Chalk
- Sour gas rears its ugly head in the Delaware
- A unique cost window
- The 'ups and downs' of shale exploration ..literally
- Flying J zooms into the Permian water market
- Covey Park and Comstock combine
- Permian gas takeaway capacity walking a tight rope
- Determining the next Permian takeover target
- Will GoM 20k have its day?
- Apache extends a spyglass atop Alpine High
- Cameron can: first LNG at Train 1
- Permian prediction poll
- Oklahoma City shrinking?
- In case you missed it: tight oil and deepwater may be more similar than you think
- Oxy's commitment to its Wolfcamp EOR message
- Shell brings the Jurassic to life
- Indigo pushes the Haynesville boundaries
- NGL acquires Mesquite to form new Delaware water leader
- Two experienced teams get fresh KKR funding
- Cloudy forecast for Weatherford
- Small market M&A thoughts
- Equinor intercepts Delek: acquires Shell's GoM interest in Caesar/Tonga
- What broke the relationship between prices and rigs?
- OTC blog summary and GoM model tweaks
- Chevron gracefully bows out
- WaterBridge adds to its Permian SWD portfolio
- Anadarko bidding war: what would GoM deepwater assets mean for Oxy?
- EOG finding success outside of the Permian
- Thinking outside the box on more Permian deals
- And, for now, Shell's still the only sheriff in the west
- What are equity investors looking for next?
- Murphy dives deeper into the Bluewaters of Gulf of Mexico
- In case you missed it: Anadarko's Delaware position is exceptional rock
- Is rich gas M&A thawing via Pioneer's Eagle Ford sale?
- Alpine High deferral underscores need for more Permian gas capacity
- Oxy joins the hunt for Anadarko's Permian assets
- DUG Permian – two big ideas shaping the Permian discussion
- Index 99 looking for 100 percent Haynesville volumes
- Jones Energy bankruptcy exemplifies SCOOP/STACK issues
- Deepwater GoM has a new leader in town
- The battle of proppant types
- More on the Chevron/Anadarko deal
- Callon Petroleum sheds non-core Midland Basin assets
- Apache looks for a partner in the Powder River
- Up-spacing the Merge: 30 to 14 to 8
- Impacts of Colorado SB 181 as clear as mud
- GoM twist: competitors become collaborators?
- Capital discipline moves swiftly to the midstream sector
- Lake Charles LNG 'back in play' for Gulf Coast gas producers
- The great deepwater debate: operate or partner in US Gulf of Mexico
- Largest 2019 asset deal involves mature wells
Tables and charts
This report includes 38 images and tables including:
- Company reported free cash flow (US$ millions)
- Top 20 growing tight oil sub-plays
- Wolfcamp D TOC map
- Plugging and abandonment liability by operator
- Louisiana Austin Chalk exploration
- Elevated hydrogen sulphide corridor
- Location of Pilot Flying J Permian disposal assets
- Location of Covey Park and Comstock Resources Haynesville well locations
- Pre-acquisition Haynesville gas production by top five operators
- US GoM Lower Tertiary production
- US GoM play development breakevens
- Alpine High production and forecast
- 1,163 Twitter poll responses – Which operator is the next takeover target?
- Permian cost curve (webinar)
- Devon (pre-Canadian sale) and Chesapeake's total quarterly production fall
- Growing importance of the Jurassic
- Appomattox in Mississippi Canyon
- Location of Indigo Minerals wells to watch
- Location of each company's saltwater disposal wells
- Percussion Petroleum operated production volumes
- Selected Equinor US GoM assets:
- Lower 48 rig count vs 90 trailing WTI
- Select saltwater disposal wells in the Delaware
- EOG Resources recent Woodford wells
- Black Tip
- Twitter poll responses
- Murphy's key GoM assets post-transaction
- Delaware Basin acreage positions
- Haynesville Breakeven Map, Preliminary H1 2019 Key Play Report
- Chevron's Permian position before acquisition (completion since 2010)
- Chevron and Anadarko combined Permian postion (completions since 2010)
- Location of Apache's PRB wells
- Wells by operator in the Merge
- Top ten DJ Basin operators
- Chevron/Shell blocks changing interest
- Operated remaining reserves
What's included
This report contains:
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