What are we seeing in drilling trends? We discuss… 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 …
Read More »Haynesville Drilling Finally Responding To Gas Prices?
What are we seeing in drilling trends? We discuss… 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 …
Read More »An Interesting Bifurcation In 1Q23 Rig Count Trends
What are we seeing in drilling trends? We discuss… 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 …
Read More »US Land Rig Count Misses A Beat This Week & TX Permits Softer In March…
What to expect in rig count going forward? We discuss… 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 »Baker Hughes US Land Rig Count Remains Stubbornly High
What to expect in rig count going forward? We discuss… 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 »Rigs & Frac Crews Operator-By-Operator For 2023 As Public Gas Drilling Appetite Begins To Taper
What’s new in the nat gas crash? Who’s working where? 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 »Public Gas Rig Count Data Remains Stubbornly (Misleadingly?) Resilient
What’s new in the nat gas crash? 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 …
Read More »Private E&Ps Hit The Brakes On Gas Drilling [Charts Of The Day]
The tip of the spear in shale gas drilling is (Private E&Ps drilling) is clearly pointing lower now. 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 …
Read More »Who’s Fracing In Shale Gas? Company-by-Company Analysis…
With concerns growing about a gas fracing slowdown, we analyze fleet composition for the total US and the gas plays in particular. 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 »The First Evidence That Natural Gas Activity Is Slowing Down [Chart Of The Day]
Widely relied upon public data is causing a false sense of security about the resilience of shale gas activity. 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 …
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