Sometimes when I find myself staring at a giant table of data, trying to draw a conclusion, I’m reminded of a scene from the movie The Matrix. In the scene, the character Link watches multiple computer screens, each flashing an unintelligible stream of symbols. But what he sees in the screens is his team being chased around by the bad guys inside the Matrix. He’s able to interpret, visualize, and understand the incoming data in real time.
I’m not to Link’s level yet, but I do realize the importance of visualizing data in a way that makes it accessible to the user. With this frame of reference in mind, I tried to answer a question that is relevant to understanding US unconventional oil production:
“How has well start activity changed over time in the Bakken?”
I started with our DI Analytics database of Bakken wells, a sample of which looks like this (colored to look more Matrix-like):
Unless you are Link, the story of well starts probably isn’t quite clear yet. The story is in there, we just have the right way to tell it.
A Better Approach
To process and visualize the data, I turned to R – a statistical programming language that’s growing in popularity within the decidedly unpopular data nerd community. After some tinkering and trial and error, here’s what I came up with: an animated heat map of well start density over time.
To make the animation less jumpy I used a running 3-month grouping of well starts. The map coloring shows relative intensity of well starts within each frame.
Looking at the same data a different way, I ran the analysis using cumulative well starts over time. This shows the relative density of all wells drilled up to a particular point in time.
I think these maps tell the story on their own, but I’ll point out a couple turning points.
- From 2004 through the end of 2007, activity is almost exclusively focused in the Elm Coulee / Billings Nose area of Richland County in eastern Montana.
- Around the beginning of 2008, the center of activity shifts strongly over to Mountrail and Dunn Counties, east of Williston, North Dakota.
- In 2011, Williams and McKenzie Counties, in the immediate vicinity of Williston, emerge as additional centers of activity, along with Mountrail and Dunn. This is when well starts (and production) from the Bakken really begin to take off, quadrupling from about 40 new wells per month in 2010 to about 160 new wells per month in 2012.
- This four county area of Mountrail, Dunn, Williams, and McKenzie remains the focus of drilling activity today. All four of these counties were top US oil producers in 2013.
Hopefully, this method of analysis helps you understand the unfolding story of the Bakken formation. An important piece of information doesn’t do any good if it’s tucked away in a spreadsheet or database somewhere. Unlike in The Matrix, the computers still do our bidding for the time being and we can use them to turn raw data into actionable insights.
What do you think? Did anything catch your eye from these visualizations? Leave a comment below.