Insight
US upstream week in brief: Q3 2019 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
- Permian water activity poised for a pick up?
- Revisiting tight oil’s role in global supply
- Sheridan’s bankruptcy adds to private investor trepidation
- Closing the gap between Delaware Wolfcamp benches
- Talos deals with ExxonMobil and BP in deepwater GoM
- Who wins from improved Permian gas prices?
- EOG and Cheniere partner in US LNG
- An inflection point in GoM cost trends
- Activity versus price volatility
- When the Permian really was one basin
- Alta Mesa declares bankruptcy as issues STACK up
- Alaska’s bright future: trip notes
- 50 more item(s)...
Tables and charts
This report includes the following images and tables:
- NGL Energy Partners in the Delaware Basin (pro forma)
- Sheridan’s PDP production performance (Permian only)
- Delaware Wolfcamp gas price sensitivities
- Most active Delaware Wolfcamp operators by county
- GoM cost trends
- NE STACK wells by IP rate
- Alaska’s capex profile set to jump
- Lateral length-normalized production curves for all Encana wells
- Encana wells by sub-play in the Midland basin (Encana acreage in green)
- Northwest Shelf acreage acquired by Spur in 2019
- 34 more item(s)...
What's included
This report contains:
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