During the past week or so, pictures have surfaced on social media showing a US onshore industry first in land drilling: simultaneous drilling accomplished by joining together two land rigs. We talked with management to learn more and discuss the implications in this update. There’s a lot more to this …
Read More »It’s Halftime. Here’s The Scorecard In The Lower 48 Rig Market Year-To-Date
2018 is halfway in the books. In the first half of the year, the US unconventional rig count increased 105 rigs to 827, a 15% increase. In the second half, “Bench Basins” are going to have to step up due to takeaway injuries suffered by this game’s superstar. There’s a …
Read More »Differentials Be Darned. Permian Permits Pick-Up Anyway
Each week we cover a topical US weekly drilling trend, and provide in-depth analysis of the rig count and frac spread count. Here is this week’s installment… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Spinning The Globe: A Glance At Drilling Trends Beyond The US…
On the heels of some market commentary provided by Schlumberger this week and some interesting headlines from around the globe, we examine the outlook for international drilling activity and dissect the international rig count. There’s a lot more to this story… Login to see the full update… To read this …
Read More »Haynesville Shale Rigs vs. Mines [Maps And Charts]
Following this recent update on more local proppant capacity in the Haynesville shale, we received some inbound reader questions about the status of the Haynesville shale market. Incoming intel requests spanned both the frac sand market and general drilling and completion activity in the region. So we made some calls …
Read More »The SCOOP/STACK Rig Count Just Hit A Record High. Meanwhile, Mid-Con Sand Is Top Of Mind For Our Industry Contacts
In basin sand for the Mid-Con seems to be coming up more frequently in our conversations with industry contacts. Here’s three recent examples followed by analysis of SCOOP/STACK drilling rig activity trends. There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »Last Week The US Tight Oil Rig Count Did Something It Hasn’t Done Since The Downturn
Last week, the US unconventional oil rig count did something it hasn’t done since the downturn. 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 »The Permian Rig Count Has Moved Higher Despite A Permitting Plateau
In our weekly rig count update this week, we slice and dice the latest drilling permit data in the Permian, divining clues about the future direction of the rig count in the Permian Basin and beyond. There’s a lot more to this story… Login to see the full update… To …
Read More »Chasing Rigs Around The Basins, Through Recent Highs And Lows
In this weekly rig count update, we take a spin around the basins looking at relative performance from recent peaks and valleys. Studying rig count changes during mini-cycles within the big picture trend can illustrate the level of operator commitment to various plays and reveal drilling program volatility within each …
Read More »Talk Among US Independents Suggests A Flat Rig Count, With Some Operators Planning Reductions
With the flurry of E&P earnings reports last week came lots of talk about 2018 drilling programs. If we had to boil down all the drilling rig market commentary we heard into a key takeaway, it’d be this: There’s a lot more to this story… Login to see the full …
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