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 …
Read More »Appalachian Drilling & Completions Activity Trends – Better In 1H19 Than 2H18
Following our Appalachian oilfield trip last week, we are shining a spotlight on Marcellus / Utica drilling and completions trends in this edition of our regular weekly rig count. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »2019 Is The 2nd Worst Year Ever For Canadian Drilling
Today we look at Precision Drilling’s recent earnings call and annual shareholders’ meeting commentary for highlights from their outlook on the Canadian drilling market. 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 …
Read More »Horizontal Rigs Down, Tight Oil Production Up [Chart Of The Day]
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 email us to discuss our current subscription options at [email protected]. (Current …
Read More »As Rig Count Drops, Contractors Keep Faith In The Bottom
In our weekly rig count update this week, a highlights from the latest round of remarks made by the leading land rig contractors. 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 »Checking In On Permian Rig Efficiency. Yep… It’s Still Ugly…
In this update we shine a flashlight beam on one of the Permian Basin’s ugliest metrics relative to the rest of US shale. 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 »Here’s The SCOOP On Year-To-Date STACK Rig Count Slippage
Our regular weekly rig count update this week shines the spotlight on the SCOOP/STACK rig count. 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, …
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