Tag Archives: primary vision

The Permian Basin rig count is down 50% from March, with little variance in the percentage decline between the Midland and Delaware Basins. But the downtrend does vary county by county… There’s a lot more to this story… Login to see the full update…  To read this update and receive …

Three land drillers have given rig count guidance for how far their rig counts are expected to fall by the end of 2Q20 so far. While we await the other four or five land drillers we track to report, the sum of rig count guidance so far tells us some …

We are currently in the throes of the sharpest rig count contraction in history, and we expect the next several weeks to register continued large drops as the US land rig count is likely to fall sub-200. There’s a lot more to this story… Login to see the full update…  …

On an historic Monday when the WTI front month contract fell more than 300% into negative territory, natural gas spot prices were up 10%! Here’s a look at bifurcating fortunes by basin focus… There’s a lot more to this story… Login to see the full update…  To read this update …

The US rig count is down 170 units in three weeks. On a percentage basis, (-22%) that is the… 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 …

Putting numbers to it, the total US rig count (land and offshore) fell by 108 rigs over the last two weeks, or a 14% decrease. Here’s how this crash stacks up against 70 years of US rig count history… There’s a lot more to this story… Login to see the …

  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 discuss our current subscription options at [email protected]. (Current …

Friday March 20, 2020 is the day the land rig count collapse began. Last Friday, rig count was down 20 units with the Permian leading the way down (-10 rigs). Here’s what the market leader said in reaction to the beginning of this unprecedented crash…. There’s a lot more to …

The Baker Hughes US land rig count on Friday (+3) did not yet reflect the releases that operators are planning. Calm before the storm? Here’s everyone that’s disclosed plans to release rigs…. There’s a lot more to this story… Login to see the full update…  To read this update and …

In this week’s regular rig count update, we take a look at what a large rig contractor said about customer plans… 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 …