Over the past week, we’ve been sharing a series of data-driven reports on Permian frac sand volume trends. First, this chart of the day showed Permian proppant consumption returning to peak. The peak Permian sand piece prompted good questions about how sand can return to prior highs in an environment …
Read More »
Last week we shared a chart of the day showing Permian sand volumes returning to within 10% of the all-time best quarter in 2021 and breaking the record in 2022. That research prompted some rational thinking and questions, both from our members in the comments section and the EFT crew …
Read More »
Here are three charts updating the public E&P spending situation for tight oil, nat gas, and total Lower 48 in 2021 leveraging the latest Lium data with almost all the publics having now firmed up 2021 budgets and given 2020 actuals. Login to see the full update… To read this …
Read More »
Oil price momentum continues. Good news from OPEC yesterday buoyed WTI above $65. What might $70 oil bring for Permian oilfield activity? The data scientists at Lium Research, our affiliate, had actually run the numbers on that very question a week before this latest oil price spike for data clients …
Read More »
In this update we tally up a bottoms-up look at Lower 48 frac activity company-by-company… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven …
Read More »
In partnership with our research affiliate Lium, here are new frac fleet stats… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and …
Read More »
In partnership with our affiliate Lium, we’ve recently begun to actively model frac spreads by power type across the Lower 48…. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) …
Read More »
Infill Thinking Lifting the O&G knowledge curve
