Tag Archives: bhge

The US onshore rig count has been basically flat since June of this year and is likely biased lower over the next several weeks as seasonality catches up with rig count. There’s a lot more to this story… Login to see the full update…  To read this update and receive …

When (not if) will the leading land drilling contractors make a hard push to be paid under a different model than the entrenched dayrate pricing framework? It’s a question we’ve wondered about for years now as we’ve watched land drilling rigs drill more and more wells per month, benefiting their …

We shine the spotlight on a leading indicator that gives us reason for cautious optimism about Permian activity in week’s rig count update. 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. …

In this week’s rig count update, some last minute thoughts on Prop 112 as it’s voting day. When the polls close this evening, Prop 112 will either fade from the discussion for a couple years, or it will be the only thing anyone in O&G is talking about. There’s a …

The old Keystone pipeline debate from the past several years doesn’t hold a candle to this one. In fact, the most recent analog we can think of is the 2010 Gulf of Mexico drilling moratorium imposed by the Obama administration in the wake of the Macondo tragedy. Yet even that …

In this week’s weekly rig count, we check out some key unconventional drilling trends during 3Q18 across the major US shale plays. 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 …

Rig consolidation is back in the headlines this week after a big deal offshore on Monday (Ensco and Rowan merged). Although it’s received less attention, consolidation has picked up in onshore drilling too, with two material deals in the past three months. So this week, we took a look at …

In this week’s regular rig count update, we analyze the latest Permian bear call and shine a spotlight on Permian permits to discern clues about the near-term outlook for drilling after a better than expected 3Q rig count. There’s a lot more to this story… Login to see the full …

Today we’re checking in on a Permian prediction made here three months ago. 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 …

Several months ago, land drillers were very positive on the outlook. Since then, the completions industry has guided lower. How long will the land drillers stay positive? Here’s the latest thematic guidance. There’s a lot more to this story… Login to see the full update…  To read this update and …