Not Enough Frac Fleets, Not Enough Sand [Charts Of The Day]

Lium, a new research firm for Energy & Industrials, launched coverage this week with some interesting findings in shales. One of Lium’s key points in their shale launch was not enough fleets and not enough sand at current levels to keep production flat y/y. That means…

There’s a lot more to this story…

Login to see the full update… 

To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please email us to discuss our current subscription options at [email protected](Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! [email protected]