SHALE: Who Fracs, Drills And Sands The Megadeal Operators
In this note we have shared quick thoughts on fleets in light of a rumored Permian megadeal…
Shale D&C Model Update – 2024 OFS Recovery Is Our Base Case
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
SHALE [data]: September Monthly Activity 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. We also updated some of our sand databases and analyzed 2Q23 data trends…
SHALE [data]: August Monthly Activity 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. We also updated some of our sand databases and analyzed 2Q23 data trends…
SHALE [data]: 2Q OFS Data, July Monthly Activity, & Sand 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. We also updated some of our sand databases and analyzed 2Q23 data trends…
SHALE: Data Context For NEX / PTEN M&A
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
SHALE [data]: Quarterly D&C Model Update
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
Shale Industry Conference Takeaways
Takeaways from the oilfield conference in Fort Worth this week.
SHALE [data]: Monthly Activity 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.
SHALE – Data Trends In OFS Earnings
In this note, we summarize key takeaways from OFS earnings, with a focus on how company data over the past several days compares to Lium’s predictive data ahead of the prints.
