US upstream week in brief: Q3 2023 archive

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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

  • Q3 2023 Dallas Fed Energy Survey takeaways
  • Passport encouraged for tight oil players next big step
  • US GoM Lease Sale 261 postponed due to legal action
  • Consolidation impacts on state ARO considerations
  • Magnolia growing in Giddings
  • The next wave of US GoM investment
  • Consolidation expectations
  • Delaware Wolfcamp update – productivity improving in Texas core
  • WoodMac Americas Summit – Registration Reminder
  • Latest PRB chat from Wyoming
  • All eyes on Delaware Bone Spring
  • A new Permian heavyweight has upside too
  • EQT’s Tug Hill tug-of-war finds resolution
  • Midland meetings mashup
  • Can Uinta waxy wells hold a candle to the Delaware?
  • Putting a silver bow on Chesapeake’s Eagle Ford exit
  • Q2 Permian earnings roundup
  • Private equity capital flows into the US GoM
  • US Majors Q2 earnings Permian updates
  • Bold portfolio moves on the horizon?
  • Hess fishes for more volumes with its Pickerel discovery
  • Operator meeting notes
  • Horizons: doing more with less in global upstream
  • Three big OFS messages from the Big Three" providers
  • Denbury deal adds critical link to ExxonMobil’s low carbon value chain
  • Added background on Chevron‘s PDC purchase
  • Straight A’s for Chesapeake’s Marcellus gas
  • 3-mile lateral notes
  • Patterson-UTI drills down on OFS consolidation
    • Archive:

Tables and charts

This report includes 29 images and tables including:

  • Well inventory and value curve
  • Alaska eastern North Slope lease operators
  • Deepwater GoM active blocks: license count remains well below 2000-2015 levels
  • Regional pricing scenarios
  • Recent subsea tieback projects
  • Acreage positions
  • Chevron Permian D&C budget scenarios
  • Lower 48 short-term crude production scenarios
  • Magnolia Giddings leasehold and 6-month production heatmap
  • The next round of Paleogene projects will require heavy midstream investment
  • Gulf of Mexico capex forecast
  • Earthstone operated wells - Delaware Wolfcamp
  • Delaware Basin horizontal rig count
  • Average cumulative 180-day oil production (bbl/lateral ft) in core subplays
  • Uinta Basin horizontal wells – Time normalized crude production by operator
  • Uinta Basin horizontal wells – Time normalized crude production by operator
  • Remaining Inventory
  • New Mexico is still stealing Permian rigs
  • Westlawn’s US Gulf of Mexico assets
  • Total remaining Lower 48 capex by basin: still a strong Permian focus
  • Pickerel well location
  • Hess US GoM production
  • Normalised costs versus oil well performance
  • Chesapeake production and methane intensity
  • APA Corporation water sources in US well completions

What's included

This report contains:

  • Document

    US upstream week in brief: Q3 2023 archive

    PDF 7.05 MB