Search results for: “shale”
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The cutting edge of shale technology?
This data-file reviews 950 technical papers from the shale industry in 2018-2020, to identify the cutting edge of shale technology. The trends show an incredible uptick in completion design, frac fluids, EOR and machine learning. Each paper is summarized and categorized. The file also shows which companies and services have a technology edge.
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Shale EOR: the economics
This model assesses shale-EOR economics, as a function of oil prices, gas prices, production-profiles and capex costs. 15-20% IRRs are attainable in our base case. Economics are getting increasingly exciting, as the technology is de-risked and more gas is stranded in key shale basins.
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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 well can rise by 1.5-2x. The theme could add 2.5Mbpd to YE25 output.
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US shale: our outlook in the energy transition?
This presentation covers our outlook for the US shale industry in the 2020s, and was presented at a recent investor conference. It covers the importance of shale oil supplies in balancing future oil markets, our outlook for 5% annual productivity growth, and the opportunity for carbon-neutrality to attract capital.
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Shale productivity: snakes and ladders?
Unprecedented high-grading is now occurring in the US shale industry, amidst challenging industry conditions. This means production surprising to the upside in 2020-21 and disappointing during the recovery. Our 7-page note explores the causes and consequences of the whipsaw effect.
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Shale Productivity: Our “Top 50” Improvements
Critics still downplay shale productivity. This simple data-file compiles fifty examples of genuine improvements across the industry since 2015. A “one line” summary is provided for each one.
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CO2-EOR in Shale: the economics
We model the economics for CO2-EOR in shales, after interest in this topic spiked 2.3x YoY in the 2019 technical literature. We see 15% IRRs in our base case, creating $1.6M of incremental value per well, uplifting type curves by 1.75x. Greater upside is readily possible. Most exciting is the prospect for Permian EOR to…
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Should a shale rig switch to gas-fuel?
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. This is after a >20% IRR on the rig’s upgrade costs. The economics make sense. However, converting the entire Permian rig count to run on…
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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 technical papers from 2018. We address whether the Permian will therefore dominate future supply growth.
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DAS. At the cutting edge in shale?
This data-file summarises 25 of the most recent technical papers around the industry, using fiber-optic cables for Distributed Acoustic Sensing (DAS). The technology is now hitting critical mass to spur shale productivity upwards.
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