美国9月页岩探井数量快速下降。

Fracking Activity Fell ‘Severely’ in September: Tudor Pickering

By?Michael Bellusci

(Bloomberg) –?

U.S. fracking activity fell “quite severely” in September, Tudor Pickering analysts led by?George O’Leary?wrote in note.

Tudor said U.S. active frac spread count declined nearly 9% m/m, or about ~30 spreads; activity is now down ~18% since April, which was the last time the market experienced a m/m uptick in U.S. frac spread count

Adds the Marcellus, Haynesville, and MidCon accounted for >70% of the m/m declines in Sept.

NOTE: Earlier,?RBC sees?U.S. land rig count to be down 9% in 2019/2020

Sept. 20,?Oil Drillers Cut U.S. Action?to 28-Mont