Tag Archives: offshore drilling

  Ending the week on a humorous note… 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 …

Back in January 2018, we discussed some of blockchain’s potential applications in the oilfield supply chain. This morning, Diamond Offshore announced the first application of blockchain technology in offshore drilling. Diamond’s new blockchain features include some of the same possibilities we imagined five months ago. There’s a lot more to this story… …

With Brent trading at almost $80/bbl and Permian constraint friction heating up (pipe, diffs, trucks, etc), it feels like it’s time to start getting more constructive on the offshore recovery theme. But can long-cycle deepwater returns ever compete with short-cycle Permian returns again? An expert weighs in for our first …

The offshore drilling market is starting a comeback after the worst downturn in a generation (if not the worst ever). While dayrates are still barely keeping the contractors afloat, tender activity and utilization appear to be headed out of a trough. Bright spots in a few areas appear to be …

We believe the following 20 questions encapsulate the transcendent themes facing the US oilfield service market during 2018. These are not in any particular order. We have included plenty of context and background for each question, but we stopped short of answering them. As the new year begins, so much can still …

Friday was a big day for Borr Drilling. First the Schlumberger deal “an industry first” and now consolidation of stranded newbuilds. Borr is fast becoming the most exciting name to watch in offshore drilling. There’s a lot more to this story… Login to see the full update…  To read this …

It’s not the full house cleaning analysts want to see, but the offshore drilling industry took a positive step towards healing today. More retirements is something one of our guest contributors, Ron Davis, called for in an analysis piece this summer. More retirements is what we got today…   There’s …

There is a new discussion topic over in our Thinking Aloud forum this morning It revolves around the apparent return of some optimism in the offshore drilling sector, particularly deepwater. Is this compressed business finally on the verge of a turn or is it still too early to be cautiously …

Infill Thinking reader Ron Davis wrote in with a great excerpt on the offshore drilling outlook. As we start to think more about a potential inflection point in deepwater, we felt the thoughts he shared were worth printing in full… There’s a lot more to this story… Login to see …

Deepwater attracts most of the attention paid to offshore drilling, but shallow water rig demand has improved recently stirring up some hope that perhaps the jackup segment may offer better relative recovery prospects offshore. We asked Infill Thinking subscriber Liz Tysall (a Senior Rystad Energy Analyst who has been following …