• All
  • Uncategorized

Production Data vs Frac Stages

We have 1) highlighted the correlation between U.S. production and frac stage counts, 2) updated expected industry cash flow (ie capacity to spend in 2018), and 3) taken a closer look at recent SLB frac data. Key takeaways include U.S. production that is increasing inline...

Delaware Basin Pulling Ahead

We focused on recent activity in the Delaware Basin, where well data is finally starting to EXCEED expectations.  While the Delaware has been the ‘most covered’ basin over the last 12 months, our data suggests that the increase in well and completion activity is just...

Recent data trends favor HAL

This content is password protected. To view it please enter your password below. To request access, please email david.cheng@corasresearch.com:

The Year Of The DUC

This content is password protected. To view it please enter your password below. To request access, please email david.cheng@corasresearch.com:

Cash Money Problems

This content is password protected. To view it please enter your password below. To request access, please email david.cheng@corasresearch.com: