ZipperFrac Inflection

We compared some of the recent anecdotes (efficiency, zipperfracs, well intensity etc) with latest industry data. The key takeaway is that WELL EFFICIENCY is just now turning the corner (getting better) at the same time that WELL INTENSITY is taking a breather. Going forward, fundamentals increasingly favor companies with high Permian leverage (PUMP, RES, SPN, FRAC) as efficiency ramps and in-basin sand reignites well intensity trends.

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