SHALE [hits]: HAL Call Takeaways – ACDC Sand, Newbuilds, & Outlook With Lium Data Context
In this report, we’ve singled out key statements from the Halliburton call, and expanded upon them with Lium data showing where we agree or disagree with the views Halliburton expressed to the market this week.
SHALE [data]: Monthly Activity / Production Downloads & Field Notes
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]: Production growth continues in 2023E (vs rig count flattish)
In this note we have summarized our thoughts after the most recent production data run…
SHALE [data]: D&C Model Update & New Downloads
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update and a fresh round of field level conversations. We spent considerable attention in this note to well costs and 2022 actuals vs. expectations, which we think shows capital discipline failing in shale E&P. You’ll also find our dialed in 2023 forecasts and first look at 2024 expectations in this note.
SHALE [data]: Monthly download & E&P budget takeaways
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 [hits]: Takeaways From Market Survey
See what our latest industry channel checks reveal about 2023 shale outlook…
SHALE [data]: E&P Operator Outlook Data
See what our latest industry channel checks reveal about 2023 shale outlook…
SHALE [data]: Monthly download takeaways
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 [hits]: Frac Prices Still Strong; S TX Sand Prices Wobble; Shale Stress Test; Company Notes
A curated summary of market color from our shale sector research over the past week or so is outlined below.
SHALE [data]: New downloads & summarized thoughts after D&C Model update
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update and a fresh round of field level conversations.
