In our regular weekly rig count update, we highlight some recent commentary from two leading land drillers on market trends in the Lower 48 rig market. This commentary confirms two recent Infill Thinking exclusive reports… There’s a lot more to this story… Login to see the full update… To read …
Read More »Zooming In On The Unyielding 2019 Rig Count Slide
US land drilling has slide downward all year. While that’s likely no surprise to readers of this publication, it may be a bit surprising to some to see the unyielding slide shown in this zoomed-in look at the 2019 weekly progression in drilling activity. There’s a lot more to this story… …
Read More »The Only Rig Count Constant Is Change…
With 2Q19 in the books, here’s how horizontal drilling trends stacked up during the quarter across the major unconventional basins. Overall the US unconventional rig count was down X% during 2Q19… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »The Great Pause… A Look At The Current US Drilling Cycle In Crude Context
The drilling activity upcycle that began in 2016 started to take a breather in 4Q18. Now 2019 is shaping up to be the first down year in the past three years for rig count. In the 6-slide deck below, you’ll see the story of the current cycle in the context …
Read More »The DJ Basin’s Key County Is Working Hard To Turn SB-181 Lemons Into Lemonade. Its Neighbor Is Not…
When Colorado’s SB-181 legislation passed in April 2019, it injected new uncertainties in the tenuous Colorado energy regulation climate. In our weekly rig count update this week, we discuss the fall-out and then shine the spotlight on the state’s rig count trends at the county level. There’s a lot more …
Read More »One-Year Anniversary Of Infill Thinking’s Peak Permian Drilling Prediction
In an update exactly one year ago titled For The Permian Rig Count, Flat Is The New Up. Calling The Temporary Top we wrote that the rig count had likely peaked in the Permian for the time being. We don’t always get ’em right around here, but this is one …
Read More »US Oil Production Keeps Bifurcating From Rig Count – How Long Before “Doing More With Less” Runs Out Of Gas?
With 2019 nearly halfway over, we thought it’d be a good time for a US oil production growth status check. And it doesn’t look good for the service industry, although there is a silver lining for rig owners that we see in the data… There’s a lot more to this …
Read More »The 2H19 Drilling Slowdown Came Early. How Low Will We Go?
While our recent work on rig count has detected signals from E&P operators that more rig releases are coming, this won’t be a 2H19 pivot but rather the continuation of a now well established trend. There’s a lot more to this story… Login to see the full update… To read …
Read More »Infill Thinking’s Rig Count Analysis Shows Up In The News… And In A Twitter Poll…
A Bloomberg news article last week cited our in-depth rig customer analysis shared to Infill Thinking members. So this week, we continue that discussion with an impromptu survey… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »The List Of US E&Ps Planning To Release Rigs Into Year-End Vastly Outnumbers Those Adding…
Without further ado, here’s your customer-by-customer mid-year drilling program checkup… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please …
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