08
Aug

Wrap – Week Ended 8/6/21

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The Z4 crew had a great time but it's good to be back.  Thanks very much for your patience in our absence as we toyed about with the interns in the Rockies.

 

A few extra tables from last week's data are included below.

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Holdings Watch:

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Natural Gas Storage

The Oil Inventory Summary Table

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2 Responses to “Wrap – Week Ended 8/6/21”

  1. 1
    crysball Says:

    SIMULFRAC
    According to the enclosed Rystad market analysis the early adapting well operators are reaping significant cost & speed benefits……however the frac suppliers can’t get pricing traction for the service:

    https://jpt.spe.org/simul-frac-gains-momentum-in-us-shale-doubles-completion-speeds

  2. 2
    zman Says:

    re 1 – or they could have just listened to the LBRT, PUMP, and NEX calls since management said pretty much exactly that during their Q&A’s.

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