Insight
US upstream week in brief: Q3 2021 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
- Dallas Fed Survey conveys muted optimism
- Does tight oil need this price rally
- New regulations on Midland saltwater disposal
- What stood out in Diamondback’s 2021 Corporate Sustainability report?
- WoodMac Global Energy Summit: Net zero and the future of energy
- Denbury announces a CCUS partnership with Mitsubishi
- More thoughts on ConocoPhillips and Shell’s Permian deal
- Pioneer announces Net Zero Scope 1 and 2 emissions targets
- Notes from the road: finally back in the Permian
- Can high gas prices revitalize the Alpine High?
- Analysis of dry gas plays
- Another Haynesville sale on the Horizon?
- Any excitement around the upcoming onshore federal lease sale?
- What could Chevron’s Eagle Ford sale be signaling?
- Shale GHG strategies mean getting ahead of change
- A new private equity fund is formed in the US GoM
- Fewer Permian spuds but more gas takeaway
- Tight oil’s continued derivative losses
- Next day impacts from Hurricane Ida
- Shenandoah finally sanctioned
- Wolfcamp EUR ranges from P25 and P75 wells
- US GoM Lease Sale 257 will move ahead
- New Alaska ruling for Willow
- ICYMI – Pushing Permian learnings abroad
- ConocoPhillips looks to shed non-core Bakken
- Woodside Petroleum is back in the US Gulf of Mexico
- The latest round of Federal leasing court actions
- NGL price surge brings back the STACK
- SilverBow makes another Eagle Ford move
- Will COVID increases impact operations?
- Which US GoM facilities could charge higher processing tariffs?
- Chesapeake prunes Vine off the Haynesville operator list
- Q2 summary statistics
- Buyback analysis
- Callon picks up Permian private Primexx
- Bakken back in the spotlight as Hess adds another rig
- ExxonMobil and Chevron stick to modest H2 Permian plans
- Q2 US Independents’ earnings week 1 – derivatives derail deleveraging
- Lime Rock acquires Loving County assets
- Fewer emissions and more aggressive targets
- Shell greenlights a GoM whale
- Capital challenges in the energy transition
- ArkLaTex deals in motion
- Whiting consolidating into Williston
- Putting another Lens on Permian produced water
- Permian rumor mill continues to turn
- Henry Hub long-term outlook key updates
- PennVirginiatoacquire Lonestar
-
Williams and Crowheart join up in the Wamsutter
- Archive:
Tables and charts
This report includes 30 images and tables including:
- Scope 1 emissions for Pioneer
- Alpine High wells colored by productivity
- Geosouthern Haynesville offset operator map
- PRB: Lease parcels (yellow) and recent drilling focus areas
- Webb and Dimmit Austin Chalk well variability: buyers will need to repeat recent wins
- Daily GoM oil production (deepwater and shelf)
- Cumulative oil production scenarios: Wolfcamp A Midland Core
- Permian well trends since 2011
- Cash flow from producing assets
- NGL returns sensitivity
- Active Texas COVID-19 cases by county: July and August upward trend
- 2021 US GoM platform processing tariff
- Chesapeake and Vine combined footprint
- Callon and Primexx Delaware Basin assets
- Self-reported scope 1 and 2 GHG emission intensity
- Lower 48 independent net zero Scope 1 and Scope 2 emission targets
- Acquired acreage in the Williston Basin
- Historical relationship between price and rigs
- Shell Permian: valuation sensitivity to price and discount rates
- Penn Virginia core acreage position with adjacent Lonestar position
- Enerplus Dunn County wells
- US Lower 48 crude production at flat US$60/bbl under different reinvestment rates
- Liquids breakevens by play
What's included
This report contains:
Other reports you may be interested in
Insight
US upstream in brief: Banks watching Uinta wax
The US week in brief highlights the need-to-know current events from US upstream. Stories are supplemented with proprietary WoodMac views.
$1,350
Insight
US upstream week in brief: Q1 2024 archive
The US week in brief highlights the need-to-know current events from US upstream. Stories are supplemented with proprietary Woodmac views.
$1,350
Insight
US upstream week in brief: Q3 2023 archive
The US week in brief highlights the need-to-know current events from US upstream. Stories are supplemented with proprietary Woodmac views.
$1,350
