SHALE [data]: Quarterly D&C Model Update
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
Shale Industry Conference Takeaways
Takeaways from the oilfield conference in Fort Worth this week.
SHALE [data]: Monthly Activity Download
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, spuds, sand, efficiency, and intensity data. Key takeaways from the data refresh can be found written in this update.
SHALE – Data Trends In OFS Earnings
In this note, we summarize key takeaways from OFS earnings, with a focus on how company data over the past several days compares to Lium’s predictive data ahead of the prints.
SHALE [data]: Monthly Activity Download
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, spuds, sand, efficiency, and intensity data. Key takeaways from the data refresh can be found written in this update.
SHALE: Frac Service Prices Fall
The lastest data and channel checks on frac leet pricing…
SHALE [data]: Buckle Up For A Potential Permian Frac Sand Air Pocket
Lium’s Shale data looks ahead at what might be coming for the largest Lower 48 frac sand market…
SHALE [data] – D&C Model Stress Test For Lower Oil Prices
We ran some downside scenarios for shale activity in 2023-2024 after the macro volatility and oil price drop this week and the results show…
SHALE PRODUCTION [data]: Reducing U.S. production forecasts with our lower frac & rig assumptions
In this note we have summarized our thoughts after the most recent production data run…
SHALE [data]: Quarterly D&C Model Update
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
