US upstream week in brief: Q2 2021 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

  • Federal leasing pause was a pause indeed
  • Will Tellurian move into the Haynesville?
  • Tight oil supply is all about the Permian
  • How likely is a Shell Permian sale?
  • Private investment in gas basins to rebound?
  • Making produced water management even cleaner
  • Colgate acts fast acquiring more Permian assets
  • Processing Southwestern’s Haynesville acquisition
  • Lowering GoM emissions by increasing facility utilization
  • A deal to do more deals
  • One less at the DJ dance
  • Pioneer’s growing green footsteps
  • M&A and hedging
  • Only a few Majors growing shale
  • Can Colgate make Luxe's assets sparkle?
  • Exploring parallels between the shale bust and renewables boom
  • New Mexico vs. Texas Bone Spring development
  • Putting the why in well performance
  • Cabot and Cimarex to combine
  • Oasis exits the Permian
  • Western Gulf of Mexico's recent exploration results and potential production growth
  • Re-investment rate dips below 50%
  • Eagle Ford infill spacing analysis preview
  • Capital markets heating up
  • A new DJ Basin giant emerges
  • Laredo acquires even more Howard County acreage
  • Q1 earnings Week 2 - capital restraint + oil price recovery = free cash flow deluge
  • Did EQT just get bigger or better?
  • Are federal drilling permit approvals back to normal?
  • Oasis buys Bakken assets from Diamondback
  • ICYMI – Another billion dollar private Permian sale
  • Chesapeake’s renewed aggression
  • Q1 Earnings Week 1 – dedication to deleveraging
  • Permian productivity pops in 2020
  • Idle capital and the DUC count
  • BP jumps ahead with plans to cut Permian emissions
  • Comparing Eagle Ford and Permian spacing
  • BP hits oil pay at Puma West
  • Dakota Access continues to flow
  • Hess trims its Bakken position
  • Alaska’s quiet exploration season
  • Lens Discovery supercharged with AI
  • No country for old wells: White House to spend billions on P&A
  • Emissions and investment decisions for 2021 FIDs
    • Archive:

Tables and charts

This report includes 31 images and tables including:

  • Permian private operator scale statistics
  • Relationship between US GoM facility carbon emissions intensity and facility utilization
  • Civitas and CPR acreage positions
  • DJ Basin productivity by operator for wells completed since 2018
  • Majors’ production outlook by resource theme (million boe/d)
  • Well performance comparison for offset wells
  • Bone Spring GOR over time (top five most active sub-plays)
  • 2018-2020 average total IP rates vs offset operators in Loving, Ward and Winkler Counties
  • Karnes Trough Section NPV by spacing (US$50/bbl WTI)
  • DJ Basin 2021E production for top companies
  • Wells by operator
  • Well performance by operator within Sabalo acreage position
  • Well and acreage locations
  • California oil production
  • 2021 to 2025 cumulative free cash flow as a percentage of debt
  • Average horizontal spacing trends
  • Location of Puma West
  • Hess operated production on the divested acreage
  • Sample P&A cost breakdown for a horizontal oil well in Texas

What's included

This report contains:

  • Document

    US upstream week in brief: Q2 2021 archive

    PDF 4.82 MB