Archive - Upstream Intelligence Weekly

Upstream Intel 6/30/25

Carlyle-Diversified $2B gas bet | Operational precision = financial performance | U.S. shale reshapes geopolitics | BLM boosts Uinta exports

Jun 30 •

Upstream Intel 6/23/25

Haynesville vs Australia | Banks raise O&G lending | "Pent-up" portfolio rationalization | XTO lease lawsuit | Horseshoe wells boost economics in tight…

Jun 23 •

Upstream Intel 6/16/25

Power River poised for a boom | Paper performance | Land shortage or wrong data? | Alaska explores revoking leases over stalled drilling

Jun 16 •

Upstream Intel 6/9/25

Uinta and Utica attract investment | Oil industry reaches a new equilibrium | Interior pushes for more Arctic leasing | E&Ps consider geothermal

Jun 9 •

Upstream Intel 6/2/25

Data as a counter-cyclical asset | Land intelligence | Supreme Court gives go to key Uinta railroad | Lease dispute lawfare

Jun 2 •

May 2025

Upstream Intel 5/27/25

Interest in old rock | New Wyoming reserves | E&Ps shrug off macro uncertainty | Permian wastewater hits land integrity

May 27 •

Upstream Intel 5/19/25

Gulf money floods Haynesville | DOE and DOI launch deregulatory blitz | Well completions double | New lift methodologies

May 19 •

Upstream Intel 5/12/25

Peak production? | A&D heat up offers a win-win | Independents position defensively | Breaking down breakeven prices | BP explores sale

May 12 •

Upstream Intel 5/5/25

Mixed signals of industry confidence | Price slump opens M&A market to small producers | Sovereign lease cancellation insurance | New Mexico regulatory…

May 5 •

April 2025

Upstream Intel 4/28/25

Land shortage > price collapse for slowing M&A | Capex cuts | Battered Bakken | Interior Department eases drilling on the margin

Apr 28 •

Upstream Intel 4/21/25

Declining Haynesville land | M&R heats up | EIA job cuts risk data quality | USEDC has $600m left for 2025 M&A | Industry bristles under policy changes

Apr 21 •

Upstream Intel 4/14/25

Preparing for sub-$60 oil | Strategic land competences | Abu Dhabi buys stake in Kimmeridge | Interior ends environment reviews for leases | Chevron…

Apr 14 •

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