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Category: Shale Production

Rig Adds But No POP Growth (at least for now)

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…

Shale D&C Update – First Look At $70/bbl

In this report, we have integrated recent monthly data (including the February winter freeze), with our longer term drilling & completions model. As part of this update, we have also taken a first look at 2022E in a $70/bbl scenario, which would likely push active frac crews over….

Assessing The Shale Winter Shutdown

An epic, sudden, and unprecedented frac activity blackout is underway in the key basins comprising the vast majority of U.S. pressure pumping activity, here a data-driven market assessment…

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

Fully Utilized Fleets @ 175 [shale fleets]

  In February, the fully utilized fleet count is tracking 175, down a touch from January, but still ~10% better than the Q4’20 average The Permian has been the key driver in recent weeks, now over 80 fleets Bakken, Rockies, EF have flattened out having outsized gains last quarter U.S. active fleets are now close […]