Insight
US upstream week in brief: Q2 2024 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
- What keeps GoM dealmaking on track?
- Updated Permian concentration metrics
- Latest ‘trimul-frac’ adoption case
- Matador boosts Delaware foothold with Ameredev acquisition
- Noble Corp to acquire Diamond Offshore, creating a two-tier deepwater rig market
- Leaner, faster, but less productive GoM subsea tiebacks
- Roadmap to another mega Permian private sale?
- ICYMI: prolonged US supply slowdown
- Henry Hub expectations shift above US$6/mmbtu
- ConocoPhillips ’ multi-basin Marathon buy
- Aethon set for additional Haynesville growth via Tellurian
- Energy Transfer’s latest Permian deal
- Apache exits the Eagle Ford
- Crescent Energy to acquire SilverBow Resources
- ICYMI – Valuing ExxonMobil’s Pioneer synergy plans
- Data centers and US gas demand
- Water watchers see Permian puzzles
- New Mexico royalty hike proposal under review
- US Independents: Q1 2024 earnings recap
- What would a second Trump presidency mean for US oil production?
- EOG’s Utica combo competes with the best
- Paving the road to efficiency in tight oil
- Appalachian gas curtailments expanded to Summer
- Majors quarterly Permian update
- Haynesville headaches and pipeline pinch points
- Efficiency, electricity and ExxonMobil’s longevity
- A wildcat success in Alaska
- Banks watching Uinta wax
- ICYMI: Decoding the Permian’s deeper bench potential
- US Independents: Q1 2024 results preview
- Equinor sheds last operated Lower 48 asset in EQT swap
- Waha woes and basis hedges
- BLM unveils new US federal leasing rule
- More on the Majors scaling-up shale gas
- Will record crude exports continue?
- Additional deal delays
-
Necessary additions to GoM’s 20k-psi rig fleet
- Archive:
Tables and charts
This report includes 35 images and tables including:
- Midland operators
- Delaware operators
- Matador Resources trimulfrac evolution
- Ameredev's position sits on the eastern edge of the Delaware Basin
- Top 20 oil producing wells in Ohio, Q1 2024
- Rig contractor backlog: top-5 floating rig contractors
- Sample of 2023-2024 DE IV well metrics
- New drill supply
- Summary North America gas market outlook
- Apache Eagle Ford acreage map
- Map of SBOW and CRGY acreage
- Benchmark liquids performance for SBOW and CRGY
- Enablers and constraints for data center-powered growth of US gas demand
- Effective royalty and maximum state share for oil
- Location of unleased tracts in New Mexico
- EOG Utica well performance
- Permian completion efficiency improvements (2022-2024)
- Appalachian production update
- Quarterly Permian progress
- Louisiana corridor and LNG
- Completion’s role in efficiency gains
- Location map
- Breakeven (PV10) price by bench
- Changes to BLM leases
- WoodMac base case view: Repsol L48 production (entitlement)
- Eagle Ford well performance comparison
- US waterborne exports and crude production
What's included
This report contains:
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