Largest DUC Drawdown Ever Coming To An End (- for HAL)
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…
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
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…
Getting Off The Hamsterwheel
U.S. shale is quickly redeploying the service activity necessary to restart U.S. oil production…
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
Rig Efficiency Has Gone Vertical
Efficiency trends are one of the key drivers to rig demand, service pricing, and U.S. shale production.
DUC Depletion – Back To 2013 Levels
In Q4’20, DUC inventory declined by over…
Shale Growth Flustered By Supply Chain Constraints
Our latest Lium channel checks show that the frac supply chain is straining to…