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.
This Research Requires You To Be Logged In...
Premium Membership BENEFITS
Lium Research delivers independent market intelligence tailored to the needs of institutional investors and executives.
While our “hits” pieces are widely read and accessible to anyone that has a basic log in, most of our research (including data dashboards, high value research reports, and downloads) is only available to clients that purchase Lium Memberships.