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…
Simulfracs Lower Future Fleet Peak
U.S. shale E&Ps are poised to deliver still more production with fewer frac fleets thanks to an operational shift that will impact fleet profitability and market share for pressure pumpers. We quantify the trend and provide background on its spread here…
Permian Rigs Still Cranking Out Efficiency Gains
Efficiency trends are one of the key drivers to rig demand, service pricing, and U.S. shale production.
Top 5 Shale Misconceptions
In this report we’ve dressed down five key misconceptions about shale in 2021, using proprietary Lium data to highlight what the market is missing…
Largest DUC Drawdown Ever Coming To An End (- for HAL)
While the U.S. rig count is set to grow this quarter and next, the number of wells placed on production (POPd) will likely be… Here is a table operator by operator as well as big picture data synthesis on the production hamsterwheel in shale…
Monthly Shale Data [lium sheets update]
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.
– Completions are tracking better than expected at roughly
Shale Fleets Jump 40% Off Frozen February [shale fleet count]
Fully utilized fleets dropped to 130 in February down from over 170 in January This compares to an average of 145 in Q4’20 Total active fleets in the field are tracking close to 200 (95 of those in the Permian), This compares to 170 at year end After the slowdown in February (and assuming continued […]