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US upstream week in brief: Q3 2022 archive

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30 September 2022

US upstream week in brief: Q3 2022 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

  • Abbreviated trip notes from Midland
  • Lens chart of the week: the impact of crude dropping $40/bbl
  • Webb County leads Eagle Ford rig recovery
  • San Juan rig count hits seven-year-high
  • Lens chart of the week
  • Devon also dives into LNG with a Delfin deal
  • ExxonMobil adds to Flywheel’s momentum
  • Chart of the week: dwindling hedge protections
  • Permian gas production hits new highs and isn’t stopping
  • Inflation Reduction Act offers moderate stability to offshore leasing
  • Devon grows ahead of the curve
  • Chevron and ExxonMobil Permian update
  • One step closer to a methane fee
  • DEC expands assets and in-house plugging capacity
  • Shell capitalizing on pent-up demand for GoM assets
  • US Independents Q2 2022 earnings preview
  • Some new entrants wade into GoM
  • Woodside drops Wildling
  • Pressure pumping capacity stalemate?
  • Have we seen the last greenfield Permian pipeline?
  • Permian water solutions: cutting costs and emissions
  • Tellurian’s next Haynesville step
  • The wheels of Willow start turning for ConocoPhillips
  • Ovintiv doubling up on shareholder returns
  • Shell's strategic GoM move
  • A lackluster return to onshore leasing
    • Archive:

Tables and charts

This report includes 29 images and tables including:

  • Payback period by play under current forward curve vs June 2022
  • Permian New Mexico gas production and horizontal rig count
  • Talos and EnVen US GoM assets
  • Monthly gas prices
  • Cook Inlet gas production
  • Average DJ Basin well performance by state
  • Permian horizontal and Prudhoe Bay cumulative production convergence (August 2022)
  • Aera’s production by field
  • Legacy SWN Fayetteville production – decline slows post-2018 Flywheel purchase
  • Hedge quantity ratio
  • Permian natural gas production
  • L48: Q1 and Q2 changes in capital expenditure guidance
  • US Lower 48 oil and gas supply: entering a new growth phase
  • Delaware Wolfcamp rig count
  • Delaware Wolfcamp completions
  • Cumulative production curves: Karnes County
  • Gulf Coast rig growth (Haynesville and Eagle Ford inclusive)
  • Q2 2022 sources and uses of cash
  • Location of Robertson County, TX area of interest relative to the Haynesville Shelby Trough sub play
  • Encana Hoyt Bossier well – IP May 2011
  • Methane emissions by select operator and basin
  • Discount rates impact on high P&A liability assets
  • Lower 48 horizontal rig and frac spread count
  • Water used vs water produced (2020)
  • Results of Q2 2022 federal onshore oil and gas lease sale
  • Fieldwood Energy reorganization

What's included

This report contains:

  • Document

    US upstream week in brief: Q3 2022 archive

    PDF 3.48 MB