Stealthy Fleet Growth, Hyperinflation, Efficiency Come Back, Sand Problems To Linger But Trucking Tightness Easing [shale hits]
Lium’s Shale Hits series provides a digestible stream of field-level observations. This curated market color from our research process and industry conversations summarizes what’s new on key datapoints and trends that are shaping competitive dynamics and value in energy markets. Stay in the flow to stay ahead of tone shifts and inflection points… here is the latest edition for shale.
SHALE DATA: Northeast E&Ps slash TIL counts [shale data]
With XOM and CVX highlighting robust Permian growth this week, we are…
SHALE [data]: Gas focused data trends; Biggest resurgence; Production +10bcf/d this year
In this note, we have focused on Natural Gas trends, particularly as it relates to recent frac, rig and production volumes. Key takeaway being we are just now seeing the most aggressive…
Record $100/ton WTX Sand, Forced Frac Crew Moves & Rebundling, HHP Competitive Advantage, M&A Read-Thru, Oil Px Reset, [shale hits] [shale hits]
Lium’s Shale Hits series provides a digestible stream of field-level observations. This curated market color from our research process and industry conversations summarizes what’s new on key datapoints and trends that are shaping competitive dynamics and value in energy markets. Stay in the flow to stay ahead of tone shifts and inflection points… here’s this week’s edition for shale.
E&Ps Squirming On Inflation, Stealth Capex Raises, 4 Sand Debates, & Frac Crew Tracking [shale hits]
Lium’s Shale Hits series provides a digestible stream of field-level observations. This curated market color from our research process and industry conversations summarizes what’s new on key datapoints and trends that are shaping competitive dynamics and value in energy markets. Stay in the flow to stay ahead of tone shifts and inflection points… here’s this week’s edition for shale.
Well Cost Drivers Up, Pinch Points, Sand Ripple Effects, New Silo System, & E&P Budget Season [shale hits]
Lium’s Shale Hits series provides a digestible stream of field-level observations. This curated market color from our research process and industry conversations summarizes what’s new on key datapoints and trends that are shaping competitive dynamics and value in energy markets. Stay in the flow to stay ahead of tone shifts and inflection points… here’s this week’s edition for shale.
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: U.S. Production Is Re-Booming
With XOM and CVX highlighting robust Permian growth this week, we are…
Shale / Services – Data Trends In Earnings Season
Earnings season in shale is only just underway, but already some key trends are becoming clear that will be refined over the next month and shape the contours of 2022 expectations in the shale service market…
Doing Less With More
A notable inefficiency inflection in shale comes at the worst possible time for E&Ps…