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US upstream in brief: INEOS makes waves with US GoM entry

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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below

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

  • INEOS makes waves with US GoM entry
  • Spot-on strategy: LLOG pounces on Shell and BP’s Leopard
  • ICYMI: the future of US GoM Paleogene
  • ExxonMobil offers differentiated Permian outlook
  • Alaska new lease interest remains moderate with US$11 million bid
  • Crescent Energy continues Eagle Ford expansion with Ridgemar acquisition
  • CNX announces Marcellus bolt-on deal
  • EQT inks fresh US$3.5 billion midstream joint venture
  • Notes from the road: client briefings in Texas
  • ICYMI – Delaware Key Play update and data pack
  • Ovintiv’s Uinta sale helps fund Montney scale
  • ICYMI – 4 things to look for in 2025
  • How long will efficiencies continue sustaining US growth?
  • ExxonMobil offloads conventional Permian assets
  • Coterra expands New Mexico footprint with bolt-on deals
  • Election impacts: quick take
  • Diamondback targets data center operators in the Permian
  • Strong Permian performance from Chevron and ExxonMobil
  • Chart of the week: global unconventional investment benchmark
  • Coterra enters LNG feedstock agreements
  • Who Dat having success? LLOG makes another GoM discovery
  • EQT divests last of Pennsylvania non-op position to Equinor
  • Court stay provides time to update offshore permitting requirements
  • A&D notes from the road
  • TotalEnergies' Lower 48 gas growth ambitions
  • OFS earnings lead with technology
  • Permian emissions progress stalls
  • One year anniversary reflections of ExxonMobil & Pioneer
  • ICYMI: Colorado regulations drive efficiencies
  • Chevron's divestment plan picks up pace
  • Lateral efficiency gains reduce impact of rig cuts
    • Archive:

Tables and charts

This report includes 28 images and tables including:

  • Forecast GoM production and percentage of production from Paleogene fields
  • Lease results by year
  • Crescent Energy Eagle Ford acreage map
  • CNX acreage map
  • Permian Delaware GOR activity trends
  • Alberta Montney well rates by spud year
  • US Lower 48 E&P reinvestment rates
  • Deal acreage map
  • New Mexico Delaware well performance comparison
  • Oxy Powder River acreage map
  • Global shale and tight capex
  • Location of Who Dat area LLOG-operated tie-backs
  • Expand Energy 2025 production guidance
  • Base production forecast and adjusted forecasts in halted permitting scenarios
  • TTE gross and net gas production outlook vs US target
  • US Lower 48 upstream emissions intensity by select basin and major source
  • ExxonMobil’s acquisition relative to aggregate quarterly tight oil spend by play
  • Average value per location
  • Alaskan fields and operated blocks
  • Vertical and lateral footage by year – Horizontal wells

What's included

This report contains:

  • Document

    US upstream in brief: INEOS makes waves with US GoM entry

    PDF 7.95 MB

  • Document

    2024 December 10 GOM Deepwater Dashboard.pdf

    PDF 179.99 KB