Antero made some interesting comments at an investor conference this week. We break down what you need to know about their frac supply chain here. 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 …
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Back in October 2017, we noticed a spike in Marcellus well permitting and wrote in this update: “Permits surging to 24-month high, look for spuds to play catch up into 1Q18. Fast forward to today, and this is playing out as expected, albeit slightly behind our expectations on timing. In …
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In our weekly rig count update this week, we slice and dice the latest drilling permit data in the Permian, divining clues about the future direction of the rig count in the Permian Basin and beyond. There’s a lot more to this story… Login to see the full update… To …
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Infill Thinking Lifting the O&G knowledge curve
