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Well Productivity Trends: Are We Getting Better or Just Drilling Longer?

Well Productivity Trends: Are We Getting Better or Just Drilling Longer?

CIR | Issue 14 | April 21, 2025 The shale industry's productivity story has become one of the most misread narratives in energy markets. Operators report record per-well oil production. EIA's Drilling Productivity Report shows new-well production per rig climbing steadily. Investor presentations are loaded with impressive type
Gareth Young 21 Apr 2025
DUC Wells: The Hidden Production Buffer the Market Ignores

DUC Wells: The Hidden Production Buffer the Market Ignores

Published: March 24, 2025 Category: Upstream Analysis Access: Free Most energy market commentary focuses on the rig count as the primary indicator of future U.S. production. Analysts watch the Baker Hughes weekly number, correlate it with futures prices, and build their supply models accordingly. It's a reasonable
Gareth Young 24 Mar 2025

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