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 »DUCs Have Doubled Since The EIA Began Tracking Them
In this week’s weekly rig count update, we take a look at trends in DUC inventory. 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, …
Read More »Clear And Present Danger: The Future Of 32 Rigs Hangs In The Balance On November 6 [Charts]
The old Keystone pipeline debate from the past several years doesn’t hold a candle to this one. In fact, the most recent analog we can think of is the 2010 Gulf of Mexico drilling moratorium imposed by the Obama administration in the wake of the Macondo tragedy. Yet even that …
Read More »Land Drillers Maintain Optimism Despite Completions Malaise
Several months ago, land drillers were very positive on the outlook. Since then, the completions industry has guided lower. How long will the land drillers stay positive? Here’s the latest thematic guidance. There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »So Far, Permian Drilling Permits Are Passing The Takeaway Stress Test
In this weekly rig count update, we take a closer look at Permian Drilling Permits. 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 …
Read More »A Look At How Permian E&P Spending Factors Into The Bigger Picture [Chart Of The Day]
Previously in our weekly rig count series, we noted that the Permian horiztonal rig count equals eight other large shale plays combined. Today, we extended this thought exercise to spending, dusting off our capex model to see how Permian drilling and completion budgets factor into total US and global E&P …
Read More »Three Rig Contractors Drill More Than Half The Laterals You Frac [Charts]
In this week’s rig count update we take a look at who is drilling wells in the US with a market share pie chart and the trend over time. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
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