Tag Archives: nam onshore drilling

There’s been a great deal of talk about e-frac fleets for several years, but what about drilling rigs moving to alternative power sources like grid-derived utility provided electricity as their primary power source? This is a trend that started prior to the downturn, and adoption is likely to become more …

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 …

Last week, the US unconventional oil rig count did something it hasn’t done since the downturn. 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, …

Back in October 2017, we noticed a spike in Marcellus well permitting and wrote in this update: “Permits surging to 24-month high, look for spuds to play catch up into 1Q18. Fast forward to today, and this is playing out as expected, albeit slightly behind our expectations on timing. In …

In our weekly rig count update this week, we slice and dice the latest drilling permit data in the Permian, divining clues about the future direction of the rig count in the Permian Basin and beyond. There’s a lot more to this story… Login to see the full update…  To …

In this weekly rig count update, we take a spin around the basins looking at relative performance from recent peaks and valleys. Studying rig count changes during mini-cycles within the big picture trend can illustrate the level of operator commitment to various plays and reveal drilling program volatility within each …

With the flurry of E&P earnings reports last week came lots of talk about 2018 drilling programs. If we had to boil down all the drilling rig market commentary we heard into a key takeaway, it’d be this: There’s a lot more to this story… Login to see the full …

In our weekly rig and frac spread count update this week, we parse through a land driller’s  2018 rig upgrade program to delineate some critical 2018 onshore drilling market trends. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

The US onshore value chain is firing on all cylinders in 2018. Not to be left out of the double digit inflation completions suppliers expect to enjoy this year, land drilling contractors with super spec rigs are pushing through their own pricing increases. Check out our estimates for H&P’s high spec …

  In this update we take a look at market share among the leading land drilling contractors. Starting with winners and losers from 2017, we then look at present share and future market share strategies for the group. In what may be a flattish rig count environment in 2018, the …