Frac Pricing On The Move
OFS investors have long awaited and debated the return of net pricing in frac, and if OFS pricing is higher than E&P operator expectations, their E&P capex spend may not go as far on growing activity and production.
Our channel checks in December suggest net pricing is moving higher…
Favorable Trends In Bakken / Rockies (+ HAL, LBRT, HP, NBR, SLCA)
While updating our monthly shale data, some incrementally positive trends in the Bakken / Rockies jumped out. In this Regional Spotlight slide deck, we present charts and commentary illustrating the upside here…
December Monthly Shale Activity [Data 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.
Stress Testing Shale Data For Crude Correction
We ran some downside scenarios for shale activity in 2022-2023 this week and the results show…
Takeaways From Shale Survey
See what our latest industry channel checks reveal about 2022 shale outlook…
Shale D&C Model Update
We have updated our Shale D&C Model…
November Shale Data Download – Mind The POP Growth Gap!
Despite flattish 3Q21 frac completions / fleet counts, oil and gas production continued to…
Texas Frac Sand Price Momentum Builds Into Year-End [lium sheets]
We have updated our quarterly frac sand price monitor, and discuss key market takeaways here…
Permianflation – More Fracing Before The Well Costs Surge
Thoughts on one of the key debates for the oilfield headed into 2022…
New E&P Spend Datapoints Add Up To A Marginal + For OFS
Based on data collected, public E&Ps are…