After much hand wringing over the budget exhaustion trend, onshore drilling escaped relatively unscathed into the new year. We discuss that and what’s next… 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 »Did 2018 Set The New Cyclical Ceiling For US Onshore Drilling?
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 …
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 »How’d They Do? Indexed 3Q18 US Basin Drilling Activity Trends [Chart Of The Day]
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 …
Read More »Time-Lapse Trends In Land Drilling Market Share After Recent M&A
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 …
Read More »Another Permian Bear On The Bandwagon. Will They Be Right For The Wrong Reasons?
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 …
Read More »The Permian Drilling Market Is Doing Pretty Good If Flat Is The New Up
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 …
Read More »A Quick Glance At Drilling Rig Productivity With The US Now Just A Tick Away From Cranking Out 11MMbpd
With crude poised to potentially overflow Permian installed takeaway capacity, we thought it’d be worth taking a look at some big picture production vs. rig trends as the feature of this week’s regular rig count update. There’s a lot more to this story… Login to see the full update… To …
Read More »Some Mind-Blowing Arithmetic On The Permian Vs. The Other Big Shale Basins
In terms of the current unconventional drilling rig count, this formula works to within a rounding error. Although it’s probably not a huge surprise to most Infill Thinkers, it’s still some mind-blowing arithmetic: There’s a lot more to this story… Login to see the full update… To read this update …
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