Talk amongst our Haynesville friends about Louisiana fracs picking up a little steam over the past several weeks inspired this week’s rig count update. 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 …
Read More »Visualizing Lower 48 Drilling Footprint Evolution
In this week’s rig count update, we thought we’d put the spotlight on geo-region shifts in drilling activity as the rig count has undergone a massive compression since year-end 2018. How has the market share of various basins fared during the rig count carnage? There’s a lot more to this …
Read More »Interesting Trend Budding In Eagle Ford Data
In this week’s US drilling trends update, we shine a spotlight on… 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 …
Read More »US Onshore Drilling Outlook Remains “Fluid” Six Weeks Into 2019
Summarizing a leading land contract drillers’ rig count outlook, here are the most salient points from last week’s discussion…. 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 …
Read More »US Rig Count Is See Sawing – Down But Not Out So Far In 2019 With No Clear Trend Yet…
The early-2019 rig count continues to see saw. Are we at inflection or are we not? 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 …
Read More »How Long Can Lower 48 Derricks Defy Gravity?
The US onshore rig count per Baker Hughes GE was up 2 rigs last week to 1,052 active. What gives? 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 …
Read More »Did 2018 Set The New Cyclical Ceiling For US Onshore Drilling?
The US onshore rig count has been basically flat since June of this year and is likely biased lower over the next several weeks as seasonality catches up with rig count. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »How’d They Do? Indexed 3Q18 US Basin Drilling Activity Trends [Chart Of The Day]
In this week’s weekly rig count, we check out some key unconventional drilling trends during 3Q18 across the major US shale plays. 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 »Another Permian Bear On The Bandwagon. Will They Be Right For The Wrong Reasons?
In this week’s regular rig count update, we analyze the latest Permian bear call and shine a spotlight on Permian permits to discern clues about the near-term outlook for drilling after a better than expected 3Q rig count. There’s a lot more to this story… Login to see the full …
Read More »The Permian Drilling Market Is Doing Pretty Good If Flat Is The New Up
Today we’re checking in on a Permian prediction made here three months ago. 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 …
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