Publics Have Little Room To POP
In our April fleet monitor, we counted almost X active fleets that are working for private E&Ps, roughly equal to the level before the pandemic hit…
Productivity Rates Catching Momentum
In our April fleet monitor, we counted almost X active fleets that are working for private E&Ps, roughly equal to the level before the pandemic hit…
Monthly Shale Activity Data [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.
Shale Fleets Up 15% vs Q1 [shale fleet count]
Fully utilized fleets are now above 200 This compares to an average of 170 in Q1’21 Total active fleets in the field are tracking close to 215 (105 of those in the Permian), As private E&Ps take the reins, completion activity is on track to be flat to up ~15% q/q Get more shale stats […]
Realtime E&P Spending Tracker [lium sheets]
In conjunction with this post, we have launched our Monthly Shale Spending Tracker (Data Plan members can download the new resource here)…
HAL Shale OFS Read-across
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.
Private E&P Fleet Count Back To Pre-Pandemic Levels
In our April fleet monitor, we counted almost X active fleets that are working for private E&Ps, roughly equal to the level before the pandemic hit…
Frac Sand Price Data [LIUM SHEETS]
In this post, we have updated our frac sand price estimates, including written commentary on multi-basin trends…
Monthly Shale Activity Data [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.
Shale / Services – Nine Data Trends To Watch Through Earnings Season
Results and comments over earnings season will shape the shale market over the next few months. Here are nine shale data trends to watch through earnings season…