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.
Realtime E&P Spending Tracker [lium sheets]
In conjunction with this post, we have launched our Monthly Shale Spending Tracker (Data Plan members can download the new resource here)…
HAL Shale OFS Read-across
In this report, we’ve singled out key statements from the Halliburton call, and expanded upon them with Lium data showing where we agree or disagree with the views Halliburton expressed to the market this week.
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…