Listen in as Senior Director of Energy Analytics Strategy & Analytics, Sarp Ozkan uncovers:
What it means and why?
A key driver of US production growth during the shale boom has been productivity gains. However, the pace of productivity gains has slowed (and, in some case, even degraded).
Where are the DUCs? How productive will they be?
As prices crashed during this COVID-induced demand slump, operators slowed/halted completions (even shut-in wells). However, rig counts didn’t go to zero, meaning the DUC inventory has built considerably.
Which areas of the country make sense at $40/Bbl WTI? $45/Bbl WTI? $50/Bbl WTI? Which companies are there?
Recovery continues, albeit slowly. The areas/operators with acreage in sweet spots have the most to gain.
One wonders, knowing that the capital constraints are real, could there be opportunities waiting on your doorstep?
Don’t miss a chance to answer the hard questions with Enverus. More importantly, don’t miss an opportunity.