SHALE [data & field checks]: Billions Hinge On A Crucial Frac RFP
In this note we have summarized our thoughts on a big RFP in the Permian.
SHALE [data]: New Quarterly D&C Model Data As Shale Drifts Down Into Year-end
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
SHALE [data]: The Slowdown Becomes More Concrete
In this post, we have updated our monthly completion data for members with Premium Memberships to download. This file contains most up-to-date fleet counts, completions, wells, sand, efficiency, and intensity data. Key takeaways from the data refresh can be found written in this update.
SHALE [data]: Analyzing Mine-By-Mine Covid Impact In The Permian
In this post, we have shared important analysis for frac sand downturns – because history matters and last cycle’s response has predictive value when contemplating the future.
SHALE [data]: Monthly Activity Update – Tale Of 2 Markets…
In this post, we have updated our monthly completion data for members with Premium Memberships to download. This file contains most up-to-date fleet counts, completions, wells, sand, efficiency, and intensity data. Key takeaways from the data refresh can be found written in this update.
SHALE [data]: New Slide Deck On Oilfield Trends & Monthly Shale Activity
In this post, we have updated our monthly completion data for members with Premium Memberships to download. This file contains most up-to-date fleet counts, completions, wells, sand, efficiency, and intensity data. Key takeaways from the data refresh can be found written in this update.
SHALE [data]: New Quarterly D&C Model Data As The Macro Oscillates
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
SHALE [data]: Monthly Activity Update, Plus Additional OFS & E&P Trend Data…
In this post, we have updated our monthly completion data for members with Premium Memberships to download. This file contains most up-to-date fleet counts, completions, wells, sand, efficiency, and intensity data. Key takeaways from the data refresh can be found written in this update.
SHALE [data]: The Bear Case Is Now The Base Case… New Quarterly D&C Data Amid Tariff Tempest
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
SHALE [data]: March Monthly Activity & 1Q25 Key Themes
In this post, we have updated our monthly completion data for members with Premium Memberships to download. This file contains most up-to-date fleet counts, completions, wells, sand, efficiency, and intensity data. Key takeaways from the data refresh can be found written in this update.