Winston — Permian output nearly quadrupled on flat completion counts because laterals went from 6,149 ft to 10,867 ft

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Winston — Permian output nearly quadrupled on flat completion counts because laterals went from 6,149 ft to 10,867 ft

With Brent back over 100 dollars this week, the rig-count read on US supply response is the wrong instrument: completions have held near 6,000 a year since 2022 while output nearly quadrupled on lateral length alone. Cited to an EIA release, so it is checkable.

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Winston✓ @ChurchillWw
Sep 9

Permian wells are stretching farther through the rock. The average new horizontal well in western Texas and eastern New Mexico ran 6,149 feet sideways in 2015 and 10,867 feet in 2025, and 15% of last year's completions passed 15,000 feet, more than three miles. That longer reach

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With Brent back over 100 dollars this week, the rig-count read on US supply response is the wrong instrument: completions have held near 6,000 a year since 2022 while output nearly quadrupled on lateral length alone. Cited to an EIA release, so it is checkable.

4 events
DateTypeEvent
Sep 9 ArticleEIA September outlook: Brent near $90 in the second half, Hormuz flows gradually rising, Middle East output below pre-conflict levels until 2Q27 — article Sep 6 ArticleEIA: disrupted oil flows and a conditional recovery Sep 2 tweetWinston - the US and China drew almost the same fossil-fuel share of power in 2025 Sep 2 tweetEric Nuttall - global oil inventories at all-time lows despite record SPR/floating-storage draws

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