Doing a little research project, and wasn't sure of a reputable source of information on this.
Out of all the rotary drilling rigs in the USA that are drilling horizontal wells, what percentage of them are drilling wells that will require significant hydraulic fracturing? I'm thinking once you cut out some heavy oil in Cali and a little CBM, you are left with maybe 75% of the wells that will be fracked. Does that sound somewhat reasonable?