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]: Market Takeaways From Today’s PFHC Call
Lium’s Shale Hits series provides a digestible stream of field-level observations. This curated market color from our research process and industry conversations summarizes what’s new on key datapoints and trends that are shaping competitive dynamics and value in energy markets. Stay in the flow to stay ahead of tone shifts and inflection points… here is the latest edition for shale.
SHALE [data]: Monthly download file – Q2 completions +20% q/q possible
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 Up, Sand/Truck Prices Stable, More E&P Capex Raises, +2 Last Mile Solutions, & more…
Lium’s Shale Hits series provides a digestible stream of field-level observations. This curated market color from our research process and industry conversations summarizes what’s new on key datapoints and trends that are shaping competitive dynamics and value in energy markets. Stay in the flow to stay ahead of tone shifts and inflection points… here is the latest edition for shale.
Shale D&C Model Update
We have updated our Shale D&C Model and provided some key takeaways from the update (as well as links to all the new databases) here…
DUG Permian / Eagle Ford Conference Takeaways
Takeaways from the DUG Permian conference in Fort Worth this week.
Efficiencies comeback (after being flat through 2021); Q2’22 completions on track for +15-30%; Rig efficiency still dead [lium sheets]
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.
Stealthy Fleet Growth, Hyperinflation, Efficiency Come Back, Sand Problems To Linger But Trucking Tightness Easing [shale hits]
Lium’s Shale Hits series provides a digestible stream of field-level observations. This curated market color from our research process and industry conversations summarizes what’s new on key datapoints and trends that are shaping competitive dynamics and value in energy markets. Stay in the flow to stay ahead of tone shifts and inflection points… here is the latest edition for shale.
SHALE DATA: Northeast E&Ps slash TIL counts [shale data]
With XOM and CVX highlighting robust Permian growth this week, we are…
SHALE [data]: Gas focused data trends; Biggest resurgence; Production +10bcf/d this year
In this note, we have focused on Natural Gas trends, particularly as it relates to recent frac, rig and production volumes. Key takeaway being we are just now seeing the most aggressive…