Consumables Bounce

We have compiled data on recent consumables volume (ie sand, stages, water, perfs etc), noting a surprising jump in well intensity in recent months. While some of the increase has been mix driven such as more Northeast / less Rockies, even the remaining Permian operators are fracking bigger wells than they have in previous quarters. Going forward, we are anticipating a continued grind higher in consumables per well, suggesting some providers / sectors have a shot at returning to peak levels by next year (ie Permian sand volumes)..

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