Wet sand: what impacts on shale breakevens and CO2?

…water to cultivate nature based solutions (also below). https://thundersaidenergy.com/2019/12/08/shale-growth-what-if-the-permian-went-co2-neutral/ https://thundersaidenergy.com/2020/07/10/green-deserts-a-final-frontier-for-forest-carbon/ Shale thus sets the marginal cost in oil markets, as our numbers require of 2.5Mbpd of shale growth each year…

Shale: Upgrade to Fiber?

Completing a shale well depends on over 40 variables. Each one can be optimised using data. It follows that next-generation data will deliver next-generation shale productivity. Hence our new, 25-page…

Shale: Upgrade to Fiber?

Completing a shale well depends on over 40 variables. Each one can be optimised using data. It follows that next-generation data could deliver next-generation shale productivity. This note focuses on…

Shale EOR: Container Class

Will Shale-EOR add another leg of unconventional upside? The topic jumped into the ‘Top 10’ most researched shale themes last year, hence we have reviewed the opportunity in depth. Stranded…

Who else wants more shale?

The Majors’ deepening interest in shale was illustrated by Chevron’s $50bn acquisition of Anadarko. Consolidating in the Permian fits our ‘Winner Takes All‘ thesis. But who else wants more shale

The Ascent of Shale

…gains described in our thematic research. Shale productivity trebled from 2012-2018. We think it can effectively double again by 2025, unlocking 15Mbpd of shale production. However beforehand, productivity will disappoint…