We shine the spotlight on a leading indicator that gives us reason for cautious optimism about Permian activity in 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 a member. …
Read More »It’s Voting Day: Last Minute Thoughts On Colorado O&G’s Defining Moment
In this week’s rig count update, some last minute thoughts on Prop 112 as it’s voting day. When the polls close this evening, Prop 112 will either fade from the discussion for a couple years, or it will be the only thing anyone in O&G is talking about. There’s a …
Read More »Clear And Present Danger: The Future Of 32 Rigs Hangs In The Balance On November 6 [Charts]
The old Keystone pipeline debate from the past several years doesn’t hold a candle to this one. In fact, the most recent analog we can think of is the 2010 Gulf of Mexico drilling moratorium imposed by the Obama administration in the wake of the Macondo tragedy. Yet even that …
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 »Time-Lapse Trends In Land Drilling Market Share After Recent M&A
Rig consolidation is back in the headlines this week after a big deal offshore on Monday (Ensco and Rowan merged). Although it’s received less attention, consolidation has picked up in onshore drilling too, with two material deals in the past three months. So this week, we took a look at …
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 …
Read More »Land Drillers Maintain Optimism Despite Completions Malaise
Several months ago, land drillers were very positive on the outlook. Since then, the completions industry has guided lower. How long will the land drillers stay positive? Here’s the latest thematic guidance. There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »Upcycle Context As Baker Hughes Reports The Biggest Weekly Rig Count Drop In About 10 Months
In our weekly rig count update this week we put some context around the drop. 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 …
Read More »Marcellus New Well Permit Check Up As Pumping Slows
Pro Tip: our weekly rig count updates are divided into two sections: i) we always include a weekly thought piece analyzing a hot topic (like Marcellus well permits this week), and ii) we process regular weekly rig count data through our custom filters to deliver a unique way of looking …
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