Infill Thoughts

Land Rig Contracting Market Update – Follow The Leader

Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has …

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The Most Important Things E&Ps Said Last Week…

E&P earnings season is underway. Over the past few days, we’ve… One Key Underlying Theme: Public E&Ps are… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive …

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The Most Important Things Pressure Pumpers Said This Week…

An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, …

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Nat Gas Prices Are Ripping. Gas Basin Rig Count Not Moving… Yet.

Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has …

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All Eyes On Halliburton’s Pricing Commentary – Digesting Big Red’s Frac Market Commentary & Outlook

Halliburton’s conference call this week outlined… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on stories you’ll only …

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Photos From The Road – Permian Field Trip

It was great to be back out in the Permian Basin to meet with folks and visit various job sites this month. We posted 13 key observations in this recent post. Today, we wanted to share more boots on the ground insights from our trip and what better way than …

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Turning The Corner With Less Rigs And Fleets

Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has …

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Hottest Permian Counties For Drilling So Far In 2021

Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has …

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Infill Thinking’s Top Fifteen 2Q21 Updates

With 2Q21 in the books, we are pausing to look back at the most read Infill Thinking research updates of the quarter. The activity recovery continued, but… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

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Rig Count Takes A Rare Breather On Its Long Hike Upwards

Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has …

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