General Thoughts, page-1970

Hope all had a great christmas, bring on 2024!
found this article, only mentions woodside but not a bad read..



"On the other side of the Atlantic, the world-class status of the Orange Basin in Namibia will be better defined in 2024 as other companies get involved following the success achieved by TotalEnergies and Shell – wells are planned by Galp (PEL 83-2X), Chevron (PEL 90-1X) and
Woodside (PEL 87-1X). The recent hiatus in ultra deep-water exploration in Congo-Brazzaville and Senegal/Guinea Bissau is set to be broken, with wells planned by TotalEnergies (Niamou) and CNOOC (Pangolin)."

"The Majors will continue to account for a significant share of global exploration investment, operating around 30% of wells. The peer group will drill the majority of high-impact wells, but with a strong regional focus. All but one (Argentina) of Equinor’s wells are in Norway. ExxonMobil and TotalEnergies are focussed on the exploration hotspots of Guyana and Sub-Saharan Africa, respectively. Shell will be the most active in 2024, chasing targets in Malaysia and Oman. Eni and bp, the latter with minimal operated drilling planned in 2024, are largely concentrating efforts in the Eastern Mediterranean."

"However, the independents are also set to drill important and potentially needle moving (in the success case) wells. Galp and Woodside (Orange Basin, Namibia), Harbour Energy (North Sumatra, Indonesia) and Aker BP (Norway) are three such examples."