Tag Archives: drilling

Our Friday’s in September guest post series starts off with a bang today. We are always excited when Susan stops buy, and her data driven insight continues to shed light on an opaque oilfield niche market… Login to see the full update… To read this update and receive our research …

Finally! Rigs are going back to work here and there… 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 …

Rig count remains under pressure, slipping AGAIN this week, down five and now threatening to move down into the 220s next week. Here are two… 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 …

This week we take stock of market share evolution in the US onshore drilling business during these crazy Covid times… 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 …

In this week’s rig count update, we shine a spotlight on a squishy bottom and lack of visibility in the US land rig market where two contractors took a different tone to discussing the bottom than one of their peers’ bolder statement several days earlier… Login to see the full …

Our Friday newsletter began with these words, which bear repeating in the wake of Sunday’s news: “Rather than a long, dragged-out process, the erasure of financial obligations in the US oilfield this cycle could play out expeditiously during 2H20 and early-2021, clearing the slate for… consolidation?” Chesapeake’s bankruptcy press release …

We recently published data showing how the upstream industry’s conversation on critical structural issues has been interrupted by the immediacy of a dual-threat crisis (pandemic + oil price crash). In reality, that data is just the tip of the iceberg… Login to see the full update… To read this update …

As 1Q20 E&P earnings season gets under way, there are just a handful of US E&P operators that haven’t publicly disclosed how much they’ll cut their 2020 spending programs in the wake of the crisis. There are some common traits shared by some of these companies including… a) gas exposure …

How bad is the frac drought getting out in the Permian Basin? We discuss… 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 …

Here are the E&Ps that have publicly announced cuts in the wake of the Sunday, March 8, oil market collapse…. 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 …