Insight
US upstream week in brief: Q2 2020 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
- Shale sector readthroughs from Chesapeake’s bankruptcy
- Coronavirus surges in oilfield areas
- Sable’s struggles
- Our take on the Dallas Fed’s energy survey
- Crude For Thought podcast: latest Lower 48 episodes
- Pipe data at $40/bbl
- How has the price crash changed Lower 48 upstream?
- Continental’s post-curtailment product mix
- Matador modifies a key project
- Alaska shut-ins coming back soon
- Fresh debt for the Haynesville
- Notes on Private Equity
- 56 more item(s)...
Tables and charts
This report includes the following images and tables:
- Cumulative confirmed coronavirus cases in key play counties
- Wolfcamp wells online by operator (2018 to 2019)
- Genscape daily Bakken flows (2020)
- Post-tax NPV change by operator, pre-crash vs post-crash
- DJ Basin average well productivity by operator for wells drilled since 2019
- Delaware Wolfcamp wells by county
- H1 2020 US onshore crude and condensate production
- Top quartile Fort Berthold: 2021 TIL vs. 2020 TIL
- US LNG feed gas vs. production losses since 31 March 2020
- 25 more item(s)...
What's included
This report contains:
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