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US upstream week in brief: Q4 2021 archive

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31 December 2021

US upstream week in brief: Q4 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

  • Stakeholders push for more emissions progress
  • EQT joins the US Independent buyback party
  • Shuffling economics in core Midland sub-plays
  • Permian privates powerplay
  • Bakken operators rewrite North Dakota gas-capture narrative
  • Supermajors make super US GoM announcements
  • Notes from recent DFW research meetings
  • ConocoPhillips bumps capex budget higher on inflation concerns
  • DUC season is coming to a close
  • ExxonMobil targets net zero Permian emissions by 2030
  • ExxonMobil and Chevron softly signal Permian rig adds
  • Divergent hedging strategies for leveraged acquisitions
  • Chesapeake Energy initiates US$1 billion buyback program
  • Latest Permian growth expectations
  • DOI publishes review of leasing practices
  • Bakken betterment
  • Paloma buys out Goodrich for US$480 million
  • GoM Lease Sale 257: shelf bounceback
  • ExxonMobil markets XTO’s Barnett
  • Impressions from last week's trip to Midland
  • What is the outlook for M&A in the US GoM?
  • New EPA proposal increases methane compliance costs
  • Permian deal three-peat
  • US independents Q3 results recap
  • Why the Permian and why now for Continental?
  • Initial thoughts on SWN’s double-dip into the Haynesville
  • Considering all of the byproducts of Permian produced water
  • ExxonMobil and Chevron step on the Permian pedal
  • Investors center stage at WoodMac Annual Summit
  • A reverse to Cushing’s inventory drain?
  • A new pressure pumping giant emerges
  • Permian production approaches a full recovery
  • ExxonMobil expands LaBarge CCS in Wyoming
  • The new and improved DJ-Basin
  • ICYMI – Gas supply inelasticity
  • Haynesville, LNG exports, and how the two connect
  • Measuring Tellurian’s organic Haynesville growth
  • Citizen steps forward in the Mid-Continent
  • Delaware souring?
  • SilverBow bolts on its largest Eagle Ford acquisition yet
  • PDC Energy wins first permit approval under Colorado’s new regulations
  • California oil spill adds pressure to phase out offshore production
  • Comstock swaps oil for gas
  • Laredo leans into Lower 48 ESG
  • PennEast problems and Hayneville hopes
    • Archive:

Tables and charts

This report includes 15 images and tables including:

  • Midland Wolfcamp D&C Well Cost - 2021 design and OFS efficiency
  • Rate of Permian drilling and completion activity
  • Month-on-month Permian Hz oil rig additions
  • Permian completion timing
  • Lower 48 oil supply outlook (December 2021)
  • Devon Fort Berthold standout
  • Location of GDP Haynesville wells
  • Lease Sale 257 summary
  • ExxonMobil’s blocky core position (green)
  • Identifying possible buyers
  • Pressure pumping horsepower by company
  • Frac Spread Count vs. WTI
  • Completion rebound outpaces rigs
  • Tellurian PUD production profile and well map
  • Production scenario vs June 2021 base case (bcfd)

What's included

This report contains:

  • Document

    US upstream week in brief: Q4 2021 archive

    PDF 2.79 MB