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US upstream week in brief: Q2 2022 archive

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30 June 2022

US upstream week in brief: Q2 2022 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

  • Tracking certified gas
  • Earthstone reaches critical Permian mass
  • Private capital on the move
  • ICYMI: L48 producers eye LNG export opportunity
  • Cash M&A just around the corner?
  • Continental Resources founder offers to take the company private
  • Getting back to consistent growth
  • Could sequestration be the Barnett’s future?
  • US producers reevaluate risk management strategies
  • Devon Energy adds bolt-on in the Bakken
  • The highs and lows of Marcellus inventory
  • What’s on Haynesville E&Ps’ minds lately?
  • Should US Independents grow cash flows?
  • Constraints before relief for Permian gas?
  • State vs federal emissions timelines
  • When will Lower 48 supply respond to higher prices?
  • Four findings from Fort Worth research meetings
  • Centennial and Colgate merge
  • Chevron announces CCS project in California
  • BKV bolsters Barnett position
  • Non-op, SPAC capital, and an IPO
  • Best shale acreage in the Lower 48
  • DOI pulls the plug on scheduled offshore lease sales
  • The US Gulf of Mexico expands its midstream capacity
  • DUCs are flying lower than ever
  • GoM emissions advantage
  • Rig statistic milestone
  • US Independents’ earnings preview
  • Royalty rates raising for new onshore leases
  • Comstock’s balance sheet capitalizes on gas momentum
  • Innovative Permian produced water management
  • Silverbow acquires Sundance and Sandpoint
  • Murphy brings King’s Quay FPS online
  • Long-term Permian growth constrained by inventory
  • Are oilfield fleet conversions the future?
    • Archive:

Tables and charts

This report includes 32 images and tables including:

  • RSG commitments by the end of 2022
  • Switching to natural gas reduces pressure pumping fuel costs
  • Carbon offsets for EOR operations
  • Monthly horizontal oil rig additions by key play
  • US LNG export capacity
  • H1 2022 cash flow waterfall
  • Lower 48 oil and condensate production
  • Percent of production hedged (hedged volume/entitlement production)
  • Devon and RimRock Bakken acreage positions
  • Southwest leasehold leads Marcellus inventory metrics
  • Permian gas production vs. takeaway capacity (bcfd)
  • Estimated Permian well counts by age and operator
  • Relationship between WTI and annual supply growth
  • Bone Spring productivity by subplay and reservoir
  • GoM production by project status
  • Upstream spending vs inflation commentary (company guidance)
  • Illustrative example of a path to net zero Scope 1 and 2 emissions for tight oil companies
  • Permian DUC completions over time
  • Current emissions from North American upstream resource themes
  • US Lower 48 rig ratio: private to total
  • Economic impact of federal royalty increase on government acreage type wells
  • States receiving the most oil and gas disbursements from federal royalties
  • US Strategic Petroleum Reserves – changes in crude flows
  • IDC and bonus depreciation sensitivity
  • Impact on state taxes

What's included

This report contains:

  • Document

    US upstream week in brief: Q2 2022 archive

    PDF 5.37 MB