US shale: the economics?

Detailed breakdown of US shale economics and costs

This data-model breaks down the economics of US shale, in order to calculate NPVs, IRRs and oil price break-evens of future drilling in major US basins (predominantly the Permian, but…

U.S. Shale: Winner Takes All?

machine learning on permian seismic

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

the economics of a shale-EOR

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….

Shale EOR: Container Class

Shale-EOR summary

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: snakes and ladders?

Shale Productivity Snakes and Ladders

Unprecedented high-grading is now occurring in the US shale industry, amidst challenging industry conditions. This means 2020-21 production surprising to the upside, and we raise our forecasts +0.7 and +0.9Mbpd…

Should a shale rig switch to gas-fuel?

shale rig switch to gas

Should a shale rig switch to gas-fuel? We estimate that a dual-fuel shale rig, running on in-basin natural gas would save $2,300/day (or c$30k/well), compared to a typical diesel rig….

Shale Productivity: Our “Top 50” Improvements

productivity gains in the shale industry

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…

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