Shale [data]: Production growth continues in 2023E (vs rig count flattish)
In this note we have summarized our thoughts after the most recent production data run…
SHALE [data]: D&C Model Update & New Downloads
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update and a fresh round of field level conversations. We spent considerable attention in this note to well costs and 2022 actuals vs. expectations, which we think shows capital discipline failing in shale E&P. You’ll also find our dialed in 2023 forecasts and first look at 2024 expectations in this note.
SHALE [data]: Monthly download & E&P budget takeaways
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 [hits]: Takeaways From Market Survey
See what our latest industry channel checks reveal about 2023 shale outlook…
SHALE [data]: E&P Operator Outlook Data
See what our latest industry channel checks reveal about 2023 shale outlook…
SHALE [data]: Monthly download takeaways
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 [hits]: Frac Prices Still Strong; S TX Sand Prices Wobble; Shale Stress Test; Company Notes
A curated summary of market color from our shale sector research over the past week or so is outlined below.
SHALE [data]: New downloads & summarized thoughts after D&C Model update
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update and a fresh round of field level conversations.
Shale [data]: PART II Private Operators – DUCS GALORE
After a surge in Q2, the last couple months have featured more record tendering activity and pricing gains for services. This has largely been driven by…
SHALE [data]: PART I Public Operators – NO DISCIPLINE
While the word discipline still seems to make it into operator commentary, we are of the view that public E&Ps are currently shedding that status. In fact, over half of E&Ps have…
