Insight
US upstream week in brief: Q3 2020 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
- An overdue Oasis bankruptcy
- Devon and WPX merge
- Dense development takes its toll on the Eagle Ford
- Mixed emotions in the C-suite
- Is there a silver lining for the struggling Utica?
- Discover what makes Matador’s new wells so strong
- EOG spreads its exploration wings
- State or self-regulation of flaring in Texas?
- CNX reworks its balance sheet
- Sumitomo sells stake in Marcellus project
- Two takeaways from the top ten Permian pressure pumpers
- ICYMI – Cabot is in a league of its own
- Lower prices trigger US$50 billion of impairments for US-focused players
- Bankruptcy twists and turns
- Hurricane Laura recovery update
- ICYMI – Digitalisation pullback
- Operators bid low in New Mexico BLM lease sale
- Hedge additions plummet
-
Hurricane Laura rattles the Gulf Coast
- The Gulf of Mexico bears the brunt of the hurricanes
- Natural gas supply & LNG shut-downs
- Expanding shale P&A liabilities?
- Oxy under the spotlight
- What could US$3/mcf trigger?
- Antero executes industry’s first VPP in years
- How many Delaware basin benches look attractive today?
- Debt arbitrage as a leading deal indicator?
- Chaparral’s double bankruptcy
- BP’s new strategy won’t impact GoM
- Pioneer’s brilliant bond move
- "Speed Round for Q2 2020 earnings (week 2)
- How would a second coronavirus wave hit Henry Hub?
- Lockdowns highlight US (and global) oil demand resiliency
- Range's loss is LNG's gain
- Another Permian reset for the Majors
- Speed Round for Q2 2020 earnings
- DIP for DNR
- Variable dividends and activity limits
- The role of hedges in this market
- Rig count finally goes flat
- Is EQT trailblazing a new Marcellus playbook?
- Changes to our long term Henry Hub model
- Chevron grows into new basins
- Diamondback’s ‘frac holiday’ is over
- CRC files for bankruptcy protection
- Screening non-op opportunities
- Tuesday environmental quick takes
- US Independents Q2 earnings preview
- Crude for Thought podcast’s eventful summer continues
- The impacts of cancelling Dakota Access
- Dominion and Duke cancel Atlantic Coast Pipeline
Tables and charts
This report includes 32 images and tables including:
- Oasis well productivity
- Financial Health Index Distribution Change (low numbers indicate weakness)
- Wells per section and breakeven by type curve area
- Oman Block 36
- September 2020 Woodmac Financial Health Index
- Annual net cash flow at flat Henry Hub prices for CNX upstream operations
- Average Southwest Marcellus productivity per well for completions since 2017
- Top ten Permian pressure pumpers and operators
- Annual net cash flow at flat US$3.00/mcf Henry Hub
- Pre-tax impairment charges for H1 2020 as a percent of end-2019 total assets*
- BLM sale’s highest bid block in Eddy county, adjacent to EOG leases and wells
- Chaparral STACK acreage position and EUR heat map
- Montage FT forecast
- US oil demand April 2019 vs April 2020
- Distribution of well performance by asset
- Hedge impacts on cash flow
- Comparison of EQT's full-year 2020 activity expectations
- Noble and Chevron wells and well permits in the Delaware Basin
- Bakken crude egress market share
- North America gas production forecast
What's included
This report contains:
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