Insight

US upstream in brief: green shoots for Gulf exploration uptick

Get this report*

$1,350

You can pay by card or invoice

For details on how your data is used and stored, see our Privacy Notice.
 

- FAQs about online orders
- Find out more about subscriptions

*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

  • Green shoots for Gulf exploration uptick
  • Chevron and Halliburton develop automated well completions in Colorado
  • Environmental groups renew challenge to offshore leasing
  • Will Gulf of America production hit 2 million b/d this year?
  • Is Haynesville production turning a corner?
  • Who will help fill the US gas supply-demand gap?
  • EOG doubles down on Utica with Encino acquisition
  • Midland meeting notes: tale of two (tall) cities
  • Supreme Court win could fuel Uinta growth
  • Activity pulls back as oil players cut crews
  • ICYMI: Global unconventional roundup
  • Of multiples and molecules: assessing capital allocation in the Gulf of America
  • 24 more item(s)...

Tables and charts

This report includes the following images and tables:

  • Gulf of America supply and capex outlook
  • 2024 to 2025 production change ('000 b/d)
  • Single well value uplift by delaying first month of production
  • Growing interest in US gas from international buyers
  • Permian value sensitivity to lower capex
  • Uinta Basin crude production
  • Uinta well performance benchmarking
  • Lower 48 active rigs and frac spreads versus WTI price
  • Global unconventional activity in 2025
  • GoA cashflow versus capex and cash returns, 2024-25
  • 26 more item(s)...

What's included

This report contains:

  • Document

    US upstream in brief: green shoots for Gulf exploration uptick

    PDF 7.99 MB

  • Document

    2025 June 10 GOM Deepwater Dashboard.pdf

    PDF 186.29 KB