Tag Archives: forecast

At Infill Thinking, we are very aware of what our greatest asset is. Without a doubt it is our members roster. We are honored to have on this list some of the most accomplished executives in the US onshore business. Soon the rest of the oilfield market will shift their …

We believe the following 20 questions encapsulate the transcendent themes facing the US oilfield service market during 2018. These are not in any particular order. We have included plenty of context and background for each question, but we stopped short of answering them. As the new year begins, so much can still …

Last week, we asked readers to answer 13 questions about the outlook for 2018. The focus of our survey was key trends and themes in the US onshore business. Participation was strong, with a diverse mix of respondents – all of whom are well informed on Lower 48 trends. In …

We poll subscribers on key questions about the 2018 oilfield service outlook. Our Q&A will reveal consensus among some of the industry’s smartest minds about 2018 trends, themes, and debates. To participate and view the results, please login or subscribe. At Infill Thinking, we are very aware of what our …

As expected, the Lower 48 rig count recovery is losing steam during 3Q17. Here’s 3 charts and thoughts on what it means for completions… 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 …

In our latest US onshore rig count forecast (updated in April), we estimated that active drilling rigs would peak at 950 units this year. As we stand today with 934 rigs turning to the right, our prediction leaves only ~16 rig additions left until hitting a US drilling plateau in …

We celebrate the recovery’s one-year anniversary by comparing how this recovery compares to others, revisiting our 2017 rig count forecast, and detailing rig count by region across the US. feature image photo credit: @jasplund91 There’s a lot more to this story… Login to see the full update…  To read this update …

This week, we put the oil market’s biggest open question to oil traders on Twitter. What will OPEC do in exactly one month when the group meets to decide whether to extend the production quotas implemented in November 2016? We polled the most influential oil trading group on Twitter (#OOTT) on …

Last November before the OPEC meeting, we published a 2017 US land rig count forecast, which called for about 825 US land rigs working at year-end 2017. At the time, our forecast called for sharper growth during 1H17 than consensus expectations, with the pace of activity gains leveling off during 2H17. In this …

The biggest regional contributor to the US Shale Revolt will be the Permian Basin. The Permian is the only unconventional oil play where production has not fallen in the downturn. In fact, Permian production today is up 13% since that fateful OPEC meeting two years ago. Following it’s conventional production …