US upstream week in brief: Q3 2019 archive

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30 September 2019

US upstream week in brief: Q3 2019 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

  • 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
  • Jamming the Spraberry into Encana’s cubes
  • Demerger madness
  • Permian ESG is in every client conversation
  • Concho tries to clarify poor performance
  • Concho sells Northwest Shelf acreage
  • The Hayneville’s back and better than ever
  • Colorado regulations get tougher in Adams County
  • Industry views on proppant selection
  • We’re starting to cautiously watch Permian sour gas
  • BP sells Alaska and removes carbon-intensive assets
  • No floor for US rig count?
  • Venture Global breaks the mould with FID for Calcasieu Pass LNG
  • PDC and SRC continue the big Niobrara shakeup
  • How accurate is your well AFE?
  • Capital discipline rules GoM Lease Sale 253
  • Our experts' take on the three Permian themes that must be on everyone's radar
  • Will deepwater GoM continue its hot streak?
  • What does a cube need to succeed?
  • Exxon and Chevron keep their foot on the gas in the Permian
  • Murphy sanctions multibillion-dollar projects in deepwater GoM
  • ICYMI - Quantifying the efficacy of cheaper Permian in-basin proppant
  • Perspective on Halcon and Oasis
  • Woodmac on the move: notes from the Texas highways
  • CNX Resources share price jump
  • Midship under construction: what does it mean for Mid-Continent gas?
  • Texas Railroad Commission grants unique flaring permit to Exco Resources
  • What did Concho do wrong?
  • Whiting facing challenges in the office and the field
  • Ecopetrol and Oxy's Permian partnership
  • Bakken provides hints into future Permian production trends
  • Asian capital returns to US shale
  • Delaware Basin stacked pay update
  • Carbon in corporate messaging
  • Rising capex guidance pushes Cabot's equity lower
  • INPEX flexes out in the deepwater US GoM
  • Midland Basin stacked pay update, who is doing what?
  • Early thoughts from URTeC
  • The Delaware's days are numbered
  • Range Resources divests additional royalty interests
  • Momentum builds towards Calcasieu Pass FID
  • No rig pullback for Continental's Springer development
  • Don't blink but the Haynesville is a Texas play
  • Callon & Carrizo consolidation crux?
  • ConocoPhillips signs first post-SB 181 drilling contract
  • Encana begins to shed non-core Newfield assets
  • Productivity down, costs down, breakevens down
  • The Bakken still has some tricks up its sleeve
  • The many sides of cube development
  • Bakken records will continue to fall
  • LLOG draws first oil from Buckskin

Tables and charts

This report includes 46 images and tables including:

  • 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
  • Location of Adams County activity by operator since 2017
  • Webinar polling questions and responses
  • Delaware sour gas zones and commentary
  • Weekly US onshore rig data
  • Top recent gas IP30s by operator
  • Up-hole exploration: Greenhorn, Sussex and the J-Sand
  • AFE versus actuals
  • Lease Sale 253 bids by company
  • Quarterly Activity
  • Well Productivity per 1000’
  • Location of Murphy Oil blocks
  • Texas energy images
  • Location of Foreman Butte
  • Oxy and Ecopetrol reserves map
  • Delaware Basin completions by formation and operator
  • Select ESG company commentary
  • INPEX acquired interest blocks
  • Lucius SPAR production
  • Midland Basin completions by formation and operator
  • Delaware vs Midland
  • Range Resources
  • Springer play improvements from long lateral development
  • Haynesville cost of supply curve
  • Panola County stands out for aggressive completions
  • Aggregate Wolfcamp well performance for each operator
  • Arkoma Basin wells completed 2015 to current
  • Detailed breakdown of costs (Midland county, Wolfcamp A)
  • Midland County Wolfcamp A change in breakeven
  • The expanding core of the Bakken
  • Encanca Cube Development Facts (page 1 of 2)
  • Buckskin cost reductions

What's included

This report contains:

  • Document

    US upstream week in brief: Q3 2019 archive

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