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…
New Data Downloads – Well Site Storage & Operator Budgets [lium sheets]
In this post, we share notes about two new data releases
OFS Data Trends – Wrong, Right, & Ignore [Slide Download]
In these slides, we have highlighted the key data themes in OFS to watch, ignore, and question…
September Data Download (rig efficiency stalled)
This week, we downloaded the bulk of our June / July data, with the biggest takeaway being relatively flat fully-utilized fleet counts since April.
Updating D&C Model For Gas Spike…
We are increasing our rig count estimate…
Private E&P GAS – Deep Dive
Over the last couple weeks, we have focused our attention on Private E&P GAS activity trends…
Rig Efficiency Has Stagnated
As detailed in our private E&P Gas deep dive, we think the U.S. needs to add a lot more rigs from here. Further contributing to rig demand is a reversal of efficiency gains after jumping higher in late 2020 and early 2021.