Strategic consolidation of oilfield service companies
Technological advancements and operator consolidation in shale plays, each with unique characteristics, drive specialized development strategies and diverse oilfield service demand.
Technological advancements and operator consolidation in shale plays, each with unique characteristics, drive specialized development strategies and diverse oilfield service demand.
At the 2020 ADI Forum, Uday Turaga, CEO of ADI Analytics, led an insightful discussion on the evolving economics of U.S. shale production. While the Permian Basin maintained competitive break-even costs, the session highlighted how overall well productivity showed signs of decline across various plays. The discussion explored the implications of these trends for future […]
Reflecting on the 2020 ADI Forum, Uday Turaga, CEO of ADI Analytics, highlighted the drivers for continued growth in U.S. natural gas production. These include the cost-effective output from the Marcellus and Utica Shales, the untapped potential being unlocked in the Haynesville Shale through technological advancements and its strategic location near LNG export terminals, and […]
Shale gas and light tight oil producers are now trying to bend the cost curve with monster well pads.
In the November 2019 edition of the ADI newsletter, this newsletter highlighted a renewed focus on hydrogen as an energy source and noted shale producers’ efforts to reduce costs through “monster well pads.”
In the August 2019 edition of the ADI newsletter, we explored the evolving landscape of the oil and gas industry, with a focus on two key areas: the gradual adoption of the Industrial Internet of Things (IIoT) and digital technologies in the midstream sector, and the strategic capital expenditure (CAPEX) decisions being made by upstream […]
Downstream oil and gas margins and returns, especially for refining, have shown some volatility this year. This has led to concerns among investors who are questioning whether the traditional stability seen in those segments has run its course. Such concerns are overblown, and the volatility seen in the past few months is primarily due to […]
ADI is tracking shale development outside North America with emphasis on Argentina, China, and Saudi Arabia.
Read our series of short posts summarizing key trends in shale plays. See what is happening in Permian and Bakken and stay tuned for more play reports.
In the August 2019 edition of the ADI Analytics newsletter, celebrating its 10th anniversary, ADI presented a collection of insights covering key trends in the oil and gas sector. These included shale play developments in the Permian and Bakken, the challenges of heavy oil constraints for refiners, and the future outlook for refining margins, fuel […]
Read our series of short posts summarizing key trends in shale plays. See what is happening in Permian and stay tuned for more play reports.
At the 2019 ADI Forum, Uday Turaga, CEO of ADI Analytics, highlighted the remarkable impact of shale gas production on market dynamics. The sheer success of shale producers, particularly in the Marcellus, has kept natural gas prices in check despite growing demand. Marcellus remains the dominant force in U.S. natural gas, with producers like EQT […]