Mike Filloon has an investment article on FANG in the Permian. I have no interest in the investment angle, but the article does provide a few interesting data points about a) unconventional oil; and, b) the Permian. Beyond that, I don't have much to add.
Mike does not comment on the interesting "oil type curves." The graphic below is from the linked article. It would have been nice for Filloon to explain the "B" and "C" curves. Were they good wells, but fracked late? Were they re-fracked (unlikely -- too early in the life of the well)?
No comments:
Post a Comment
Note: Only a member of this blog may post a comment.