Shale Service RESEARCH

Latest

Shale Service Updates

Shale D&C Model Update

DUG Permian / Eagle Ford Conference Takeaways

Efficiencies comeback (after being flat through 2021); Q2’22 completions on track for +15-30%; Rig efficiency still dead [lium sheets]

Stealthy Fleet Growth, Hyperinflation, Efficiency Come Back, Sand Problems To Linger But Trucking Tightness Easing [shale hits]

SHALE DATA: Northeast E&Ps slash TIL counts [shale data]

SHALE [data]: Gas focused data trends; Biggest resurgence; Production +10bcf/d this year

Record $100/ton WTX Sand, Forced Frac Crew Moves & Rebundling, HHP Competitive Advantage, M&A Read-Thru, Oil Px Reset, [shale hits] [shale hits]

E&Ps Squirming On Inflation, Stealth Capex Raises, 4 Sand Debates, & Frac Crew Tracking [shale hits]

February 25, 2022

Well Cost Drivers Up, Pinch Points, Sand Ripple Effects, New Silo System, & E&P Budget Season [shale hits]

February 17, 2022

Monthly Shale Activity Data [lium sheets]

February 17, 2022

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Latest

Shale Service Data

Lium Sheets

Trends, Data, & Forecasts

Data Packets

Monthly Data

Shale Activity

Quarterly Data

Slide Decks

Lium Shale Data Slides (PDF)

Shale Supply Chain

Logistics / Other

Frac Sand Plant Details

Well Input Cost Trends

Frac Sand Prices