A couple weeks ago, Infill Thinking published an update on grid-powered rigs picking up steam as operators seek to cut emissions. Subsequently, the topic became a central point of interest during…. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »In The Best Week For US Drilling Since January 2020, The Gains Came From Some Surprising Places
The US land rig count had one of its best weeks of the year this week for change, adding 13 rigs (best week since January). Interestingly, the gains didn’t come from the typical places… There’s a lot more to this story… Login to see the full update… To read this …
Read More »Rig Count Continues Bottoming, So Here’s A Look At A Demand Indicator In The Most Critical Basin Of Them All
+10. Flat. Flat. -2. Those are the weekly changes the US land rig count has posted for the past four weeks. Not bad! A couple weeks ago – after the first two datapoints in the pattern above – we wrote “The Past 2 Weeks Don’t Make A Trend, But 2 …
Read More »The Past 2 Weeks Don’t Make A Trend, But 2 More Will…
Are we there yet? To the bottom of the worst downturn ever? 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 …
Read More »Only 30 More Rigs Left To Idle Until We Hit Rock Bottom?
Where is the rig count going to strike bottom and how high will it go in the next cycle? We discuss this and other key issues in land drilling with the insight of the top land rig CEO There’s a lot more to this story… Login to see the full …
Read More »US Onshore Drilling Outlook Remains “Fluid” Six Weeks Into 2019
Summarizing a leading land contract drillers’ rig count outlook, here are the most salient points from last week’s discussion…. 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 …
Read More »Improving Oil Price May Slow The Pace Of Drilling Rig Releases In 1Q19
In our weekly rig count update this week, we digest a 2019 outlook from a leading land drilling contractor. 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 …
Read More »Here’s One Permian Activity Metric That ISN’T Tanking…
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. …
Read More »It’s Voting Day: Last Minute Thoughts On Colorado O&G’s Defining Moment
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 …
Read More »Permian Drilling Rig Efficiency Continues To MASSIVELY Lag The Rest Of The Lower 48
Each week we break apart the North American rig count in new ways that allow readers to dive beneath the week-to-week changes and better understand what the future may hold. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
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