U.S. Shale: Winner Takes All?

Shale is a ‘tech’ industry. And the technology is improving at a remarkable pace. But Permian technology is improving faster than anywhere else. These are our conclusions after reviewing 300…

Shale EOR: the economics

This model assesses the economics of a shale-EOR huff’n’puff project. NPVs and IRRs can be stress-tested as a function of oil prices, gas prices, production-profiles, EUR uplifts and capex costs….

CO2 emissions from Permian shale production

…with you, for further sensitivity analysis. Our ‘idealized shale’ scenario follows in a separate tab, showing how it could be achievable to make Permian shale production a ‘carbon neutral’ resource….

The Ascent of Shale

This model contains our live, basin-by-basin shale forecasts. It covers the Permian, Bakken and Eagle Ford, as a function of the rig count, drilling productivity, completion rates, well productivity and…

Shale EOR: Container Class

Is Shale-EOR the next wave of unconventional upside? The topic jumped into the ‘Top 10’ most researched shale themes last year. Stranded in-basin gas will improve the economics. Production per…

Shale Productivity: Our “Top 50” Improvements

We still hear critics of the shale industry downplaying its productivity gains. Often, they are dismissed as a function of rising proppant intensity. We disagree. Enormous improvements are visible if…