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US upstream week in brief: Q4 2020 archive

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31 December 2020

US upstream week in brief: Q4 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

  • 2020 consolidation continues with Diamondback’s two deals
  • The bottom fell out of Marcellus well costs
  • Antero turns a corner
  • Gas deals flowing faster?
  • Lens Infographic - stacking up the Permian’s two biggest years
  • Predicting another blockbuster tight oil deal
  • Chevron’s latest Permian budget
  • What happens to tight oil productivity after acquisition?
  • How will ExxonMobil's US gas exodus play out?
  • Unpacking Pioneer’s Parsley purchase
  • Lower 48 webinar recording: the variables shaping tight oil's new trajectory
  • CNX utilizes the debt market again
  • Lease sales live on for now
  • Where does Americas upstream go from here?
  • Borrowing base redetermination round-up
  • BPX back to backing the Haynesville
  • Ovintiv looks to offload its Eagle Ford position
  • Gulfport Energy files for bankruptcy
  • Cracking down on flaring
  • Bonanza Creek acquires HighPoint Resources
  • EOG goes gassy
  • ICYMI – US Gulf of Mexico webinar
  • No stopping ExxonMobil’s Permian growth
  • Laredo’s low-breakeven bolt-on
  • Upcoming upstream webinar series: GoM first
  • P&A liabilities growing
  • ICYMI – ConocoPhillips and Pioneer’s back to back acquisitions
  • The two eras of the falling cost curve
  • The latest reason shale players must take emissions seriously
  • Clarifying election impacts
  • ConocoPhillips plus Concho rivals ExxonMobil in the Permian
  • What’s next for Gulfport?
  • Are ExxonMobil’s Permian cubes holding up?
  • Initial impressions of ConocoPhillips + Concho
  • Our latest tight oil supply outlook
  • Hess sells interest in Shenzi
  • What can WPX’s State Line development deliver?
  • Callon’s liquidity boost

Tables and charts

This report includes 27 images and tables including:

  • Martin County well performance by operator for wells completed since 2017
  • Gas-hedge activity
  • New gas hedges: implied prices and contract years
  • XTO asset map circa 2009
  • Pioneer and Parlsey well performance
  • Caspiana Core Cum 365 by operator, average since 2015
  • Karnes County wells since 2017, most active operators
  • Company acreage positions and DJ Basin well performance for wells spud since 2018
  • Lower 48 oil rig and production scenarios
  • ExxonMobil US dry gas portfolio – Remaining NPV10 @ $2.70 HH long term
  • Company well locations
  • Company well locations including CNX
  • Permian oil production scenarios
  • ExxonMobil cube developments
  • Upcoming Shenzi capex by company

What's included

This report contains:

  • Document

    US upstream week in brief: Q4 2020 archive

    PDF 3.75 MB