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Shale D&C Update – First Look At $70/bbl
In this report, we have integrated recent monthly data (including the February winter freeze),...
First Look At Data Behind ERCOT Power Stack Failure
Why It Matters: Data behind the current power crisis in Texas will have far...
Assessing The Shale Winter Shutdown
An epic, sudden, and unprecedented frac activity blackout is underway in the key basins...
Data Synthesis
Human Touch
Lium is an independent market intelligence firm designed for investors and executives by
energy finance veterans.
Starting with big data and data science, our research process incorporates human experience and field-level observations.
Predictive models are presented in user-friendly dashboards offering transparency & flexibility. Written reports expand on the data with in-depth perspective.
Unique. Timely. Predictive. Actionable. Relevant. Practical.
Fully Utilized Fleets @ 175 [shale fleets]
In February, the fully utilized fleet count is tracking 175, down a touch from January, but still ~10% better than the Q4’20 average The Permian has been the key
Steady Gains In February [Solar Stats]
Weekly Observations This Week. Residential solar permits increased by 5% this week. Strength in the Southeast (Orlando, New Orleans), Rockies (Denver), and California was offset by lower permit filings in Texas
January Wind Resource Poor [Windometer]
Weekly Observations January wind resource finished on a low note, with wind speeds down 8% compared to the prior week. For the month, wind resource finished down ~10% compared to
Our PROCESS
Lium’s proprietary Data Synthesis methodology harvests, digests, back-tests, and refines big data from many sources across the broad energy marketplace.
Next, our people, models, and algorithms turn this data into predictive research shared with members in interactive dashboards, data downloads, and the written word.
At every turn, human experience, knowledge, and firsthand observations are incorporated into the product – from the first digit of data collected to the final presentation.
The end result? A rich suite of unique research products that empower Lium members to outperform.
Before joining forces to create Lium, Lium’s partners independently built their own market research firms (Coras Research and Infill Thinking, which continue to serve clients). Each of these platforms established long track records of accurate forecasts and influential publishing in energy markets. Lium’s approach is a hybrid research model incorporating data service, equity research, and thematic market intelligence.
