US upstream week in brief: Q4 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

  • ConocoPhillips makes FID on Willow
  • US GoM Lease Sale 261 recap
  • The regulatory aftershocks of Delaware Basin earthquakes
  • Shell sanctions the Sparta project in the Gulf of Mexico
  • Haynesville hosts December deals too
  • ICYMI: Lower 48 gas growth stalls before coming back strongly
  • Recent acquisition affirms Shell’s commitment to US GoM
  • Mid-Continent consolidation Mach-up
  • Oxy reportedly in negotiations to buy CrownRock
  • On the road – notes from Northeast DUG
  • SBOW closes CHK acquisition and releases 2024 outlook
  • BKV’s Fort Worth basin first on CO 2 sequestration
  • Midland meetings & trip takeaways
  • Q4 2023 pre-FID upstream project tracker: US update
  • ICYMI – Haynesville supply stack positioning
  • Matador highlights supply epicenter
  • Karoon Energy steps into the US GoM
  • Attributes of ExxonMobil’s updated Permian plans
  • Operations detail from Q3 calls
  • Delaware Basin seismic shakeup
  • Updated H2 2023 long-term L48 oil and gas supply view
  • Utica upswing: production, pipes and possibilities
  • A potential ‘Quantum Leap’ for Haynesville exploration
  • What OFS earnings commentary tells us about the market?
  • Lease Sale 261 delayed again following legal action
  • Lower 48 oil production – momentum slows in 2024
  • US Majors Q3 earnings update
  • Full analysis of ExxonMobil’s Pioneer purchase
  • US Independents: Q3 2023 results preview
  • Highlighting Bakken and GoM in Chevron’s Hess purchase too
  • Pioneer comparisons to ExxonMobil’s XTO
  • Majors math: a booming resurgence for onshore North America
  • A Chesapeake and Southwestern gas union?
  • ExxonMobil / Pioneer deal rumors making news again
  • How does APA's latest emissions win stack up?
  • ICYMI – making sense of where costs go next
  • Civitas, the latest repeat Permian buyer
    • Archive:

Tables and charts

This report includes 24 images and tables including:

  • Willow production profile
  • Top 10 companies by high bids
  • Productivity map and Rockcliff lease lines
  • Lower 48 annual growth rates
  • Midland Basin – Occidental and CrownRock operated acreage
  • Haynesville/Bossier breakevens by area
  • Delaware Basin rig count by county
  • Lower 48 oil supply forecast
  • Lower 48 gas supply forecast
  • Nabors rig rates
  • ExxonMobil Delaware development plans (2019): Midland (Pioneer) to mirror
  • Delaware Basin well performance comparison
  • Midland Basin leasehold acreage map
  • XOM + PXD combined production vs existing guidance
  • Zero Routine Flaring Targets for Premian E&Ps

What's included

This report contains:

  • Document

    US Upstream Week In Brief Q4 2023 Archive.pdf

    PDF 4.79 MB