SHALE [data updates]: Operator Budgets & February Monthly Activity Downloads
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. We also updated some of our sand databases and analyzed 2Q23 data trends…
SHALE [data]: OFS Read-through In The FANG/Endeavor Combination
The Endeavor takeover by Diamondback this morning in a $26bn merger (press release) creates the largest Permian Pure Play E&P operator. Focusing on the read-through of this combination for OFS, here are some quick thoughts:
HAL Read-across For OFS
In the Lium Hits below, we’ve singled out key statements from the Halliburton call Tuesday morning, and expanded upon them with Lium research and data showing valuable context on the shale outook.
SHALE [data]: January 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. We also updated some of our sand databases and analyzed 2Q23 data trends…
New Year, New (Muted) Shale Outlook [D&C Model Update]
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
SHALE [data]: OFS Read-through In The Oxy/CrownQuest Combination
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. We also updated some of our sand databases and analyzed 2Q23 data trends…
SHALE [data]: November 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. We also updated some of our sand databases and analyzed 2Q23 data trends…
SHALE [data]: October 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. We also updated some of our sand databases and analyzed 2Q23 data trends…
SHALE: Who Fracs, Drills And Sands The Megadeal Operators
In this note we have shared quick thoughts on fleets in light of a rumored Permian megadeal…
Shale D&C Model Update – 2024 OFS Recovery Is Our Base Case
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
