In this weekly rig count update, we take a closer look at Permian Drilling Permits. 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 »All The Contractors Expect The Lower 48 Rig Count To Keep On Keepin’ On…
The US land contract drillers are currently unanimous Lower 48 rig count outlook… 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 »Four For Four: A Big US Land Rig Win Reveals A Resilient Contracting Environment Despite 2H18 Crosscurrents
Each week we post analysis of the rig count, offering our own take on the trends. We also always include a thought piece, and this week digest some big contracting news. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Red Card. A Look At The First Half DUC Build By Basin
Continuing our World Cup / drilling analogy theme from last week, in this week’s rig count update we take a look at the trend in drilled wells that have been suspended from the completions “field of play.” There’s a lot more to this story… Login to see the full update… To …
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 »For The Permian Rig Count, Flat Is The New Up. Calling The Temporary Top
It seems odd to make the following statement right after a bullish OPEC meeting that sent WTI surging 5% higher on Friday: We believe that the Permian Basin rig count has very likely… There’s a lot more to this story… Login to see the full update… To read this update …
Read More »A Quick Glance At Drilling Rig Productivity With The US Now Just A Tick Away From Cranking Out 11MMbpd
With crude poised to potentially overflow Permian installed takeaway capacity, we thought it’d be worth taking a look at some big picture production vs. rig trends as the feature of this week’s regular rig count update. There’s a lot more to this story… Login to see the full update… To …
Read More »In The Permian Pipeline Staring Contest, Frac Growth Just Blinked First
We discuss how upstream is reacting to the midstream crisis in the Permian basins. 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 …
Read More »A Look At How Permian E&P Spending Factors Into The Bigger Picture [Chart Of The Day]
Previously in our weekly rig count series, we noted that the Permian horiztonal rig count equals eight other large shale plays combined. Today, we extended this thought exercise to spending, dusting off our capex model to see how Permian drilling and completion budgets factor into total US and global E&P …
Read More »Three Rig Contractors Drill More Than Half The Laterals You Frac [Charts]
In this week’s rig count update we take a look at who is drilling wells in the US with a market share pie chart and the trend over time. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »