|This article contains content which is full of missing information. |
Some of the questions, not answered include;
A Fracking Company may be only a service provider, different from a well owner, who ultimately derives cash flow from operations from recovered oil, service provider company fortunes are tied to specific variables active in any given period.
My suppose / surmise is that the service providers will routinely come and go in a given window of time.
DUC wells are a key factor in any current equation aimed at holistic understanding.
Connectivity with infrastructure plays a key role. Durations (ebb and flow of active service provider demand) of activity are variables that are disparate too the end goal of well product owners.
The artifact of price, arbs the success or failure of many service providers.
Service Providers have differing risks than producer owners.
The full article is actually about the Intent of large oil companies interest in acquiring acreage at elevated prices. Clearly the whoa is me scenarios painted herein do not differentiate the players adequately enough to take any whole truths away from the statistics proffered.