hp Archives - Infill Thinking https://www.infillthinking.com Lifting the O&G knowledge curve Thu, 19 May 2022 02:48:31 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.9 https://www.infillthinking.com/wp-content/uploads/2016/09/cropped-Screenshot_4-8-32x32.png hp Archives - Infill Thinking https://www.infillthinking.com 32 32 Only 30 More Rigs Left To Idle Until We Hit Rock Bottom? https://www.infillthinking.com/infill-thoughts/only-30-more-rigs-left-to-idle-until-we-hit-rock-bottom/ https://www.infillthinking.com/infill-thoughts/only-30-more-rigs-left-to-idle-until-we-hit-rock-bottom/#respond Mon, 22 Jun 2020 21:01:33 +0000 http://www.infillthinking.com/?p=29474 Where is the rig count going to strike bottom and how high will it go in the next cycle? We discuss this and other key issues in land drilling with the insight of the top land rig CEO There’s a lot more to this story… Login to see the full update…  To read this update …

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Where is the rig count going to strike bottom and how high will it go in the next cycle? We discuss this and other key issues in land drilling with the insight of the top land rig CEO

There’s a lot more to this story…

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To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

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The Land Rig Leader Is Driving Commercial Model Change In US Contract Drilling https://www.infillthinking.com/infill-thoughts/the-land-rig-leader-is-driving-commercial-model-change-in-us-contract-drilling/ https://www.infillthinking.com/infill-thoughts/the-land-rig-leader-is-driving-commercial-model-change-in-us-contract-drilling/#respond Tue, 04 Feb 2020 17:51:05 +0000 http://www.infillthinking.com/?p=28532   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 has expired, please email us to discuss our current subscription options at hello@infillthinking.com. (Current members login here.) Members get: Exclusive research …

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There’s a lot more to this story…

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Land Driller CEOs Concede The Staying Power Of The Unyielding Rig Count Slide https://www.infillthinking.com/infill-thoughts/land-driller-ceos-concede-the-staying-power-of-the-unyielding-rig-count-slide/ https://www.infillthinking.com/infill-thoughts/land-driller-ceos-concede-the-staying-power-of-the-unyielding-rig-count-slide/#respond Tue, 30 Jul 2019 15:13:46 +0000 http://www.infillthinking.com/?p=27209 In our regular weekly rig count update, we highlight some recent commentary from two leading land drillers on market trends in the Lower 48 rig market. This commentary confirms two recent Infill Thinking exclusive reports… There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

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In our regular weekly rig count update, we highlight some recent commentary from two leading land drillers on market trends in the Lower 48 rig market. This commentary confirms two recent Infill Thinking exclusive reports…

There’s a lot more to this story…

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To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

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Is This The Beginning Of The End For Land Drilling Rig Dayrates? https://www.infillthinking.com/infill-thoughts/is-this-the-beginning-of-the-end-for-land-drilling-rig-dayrates/ https://www.infillthinking.com/infill-thoughts/is-this-the-beginning-of-the-end-for-land-drilling-rig-dayrates/#respond Tue, 04 Dec 2018 16:27:54 +0000 https://www.infillthinking.com/?p=23653 When (not if) will the leading land drilling contractors make a hard push to be paid under a different model than the entrenched dayrate pricing framework? It’s a question we’ve wondered about for years now as we’ve watched land drilling rigs drill more and more wells per month, benefiting their customers at the expense of …

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When (not if) will the leading land drilling contractors make a hard push to be paid under a different model than the entrenched dayrate pricing framework?

It’s a question we’ve wondered about for years now as we’ve watched land drilling rigs drill more and more wells per month, benefiting their customers at the expense of their owner’s top lines.

In an in-depth research update back in May 2017, we took a long hard look at the technologification trend in land drilling, mentioning that pricing and commercial models might be a challenge.

The pricing model might be on the verge of change in the status quo and here’s why and how…

There’s a lot more to this story…

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Until next time boys, Godspeed 💯🛠💸 #oilfield #oilfieldtrash #permianbasin #oilfieldlife #oilfieldtrashmakingoilfieldcash #drillingrig #helmerichandpayne #drillersclub @drillersclub

51 Likes, 4 Comments – Justin Massie (@slim_fftp) on Instagram: “Until next time boys, Godspeed 💯🛠💸 #oilfield #oilfieldtrash #permianbasin #oilfieldlife…”

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H&P Addresses Their New “Piggy Back” Land Rigs, Which Are Still In Experimentation Mode https://www.infillthinking.com/infill-thoughts/hp-addresses-their-new-piggy-back-land-rigs-as-expected/ https://www.infillthinking.com/infill-thoughts/hp-addresses-their-new-piggy-back-land-rigs-as-expected/#respond Fri, 27 Jul 2018 13:35:38 +0000 https://www.infillthinking.com/?p=19881 About 10 days before the H&P conference call this week, we wrote a report about something new the land contract driller is doing in the field – an onshore drilling first. In that report on these so called “piggy-back rigs,” we suggested H&P management might introduce and talk extensively about this new practice on their conference …

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About 10 days before the H&P conference call this week, we wrote a report about something new the land contract driller is doing in the field – an onshore drilling first.

In that report on these so called “piggy-back rigs,” we suggested H&P management might introduce and talk extensively about this new practice on their conference call. That’s exactly what happened on Thursday, July 26…

There’s a lot more to this story…

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Photo Credit: John Elledge, Facebook

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Three Rig Contractors Drill More Than Half The Laterals You Frac [Charts] https://www.infillthinking.com/infill-thoughts/three-rig-contractors-drill-more-than-half-the-laterals-you-frac-land-rig-market-share-charts/ https://www.infillthinking.com/infill-thoughts/three-rig-contractors-drill-more-than-half-the-laterals-you-frac-land-rig-market-share-charts/#respond Mon, 21 May 2018 14:39:10 +0000 https://www.infillthinking.com/?p=17772 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 newsletters, you must be a …

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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 newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

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  • Exclusive research update newsletters
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New Addition To Our Weekly NAM Rig Count Update: The US Frac Spread Count https://www.infillthinking.com/infill-thoughts/new-addition-weekly-nam-rig-count-update-us-frac-spread-count/ https://www.infillthinking.com/infill-thoughts/new-addition-weekly-nam-rig-count-update-us-frac-spread-count/#respond Sun, 04 Feb 2018 13:49:28 +0000 https://www.infillthinking.com/?p=14155 Infill Thinking readers rely on our weekly rig count update for a series of unique land rig drilling charts and analysis. Going forward, we are adding a new weekly chart to document completions activity trends. Our friends at Primary Vision have agreed to make their weekly US frac spread count available to Infill Thinking subscribers. …

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Infill Thinking readers rely on our weekly rig count update for a series of unique land rig drilling charts and analysis.

Going forward, we are adding a new weekly chart to document completions activity trends. Our friends at Primary Vision have agreed to make their weekly US frac spread count available to Infill Thinking subscribers.

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 has expired, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

feature image credit InfillThinking.com

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Land Rig Pricing Power Returns In 2018 – H&P Is Raising Dayrates [Chart] https://www.infillthinking.com/infill-thoughts/land-rig-pricing-power-returns-2018-hp-raising-super-spec-land-rig-dayrates-chart/ https://www.infillthinking.com/infill-thoughts/land-rig-pricing-power-returns-2018-hp-raising-super-spec-land-rig-dayrates-chart/#respond Mon, 29 Jan 2018 03:57:00 +0000 https://www.infillthinking.com/?p=13946 The US onshore value chain is firing on all cylinders in 2018. Not to be left out of the double digit inflation completions suppliers expect to enjoy this year, land drilling contractors with super spec rigs are pushing through their own pricing increases. Check out our estimates for H&P’s high spec land rig spot dayrates through …

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The US onshore value chain is firing on all cylinders in 2018. Not to be left out of the double digit inflation completions suppliers expect to enjoy this year, land drilling contractors with super spec rigs are pushing through their own pricing increases.

Check out our estimates for H&P’s high spec land rig spot dayrates through the cycle in this weekly 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. If you are new to Infill Thinking, or your membership has expired, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

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  • Exclusive research update newsletters
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Cherry Picked Datapoints From A Bevy Of New O&G Presentations This Week https://www.infillthinking.com/thinking-ahead/cherry-picked-datapoints-bevy-new-og-presentations-week/ https://www.infillthinking.com/thinking-ahead/cherry-picked-datapoints-bevy-new-og-presentations-week/#respond Fri, 12 Jan 2018 14:28:59 +0000 https://www.infillthinking.com/?p=13528 Since New Year’s Day, ~40 fresh IR decks have hit the wires from the O&G industry… and that doesn’t even include downstream or midstream. The presentation dump came ahead of the year’s first significant O&G investor conference this week. We have cherry-picked the following datapoints with 2018 implications from public company disclosures: There’s a lot …

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Since New Year’s Day, ~40 fresh IR decks have hit the wires from the O&G industry… and that doesn’t even include downstream or midstream.

The presentation dump came ahead of the year’s first significant O&G investor conference this week.

We have cherry-picked the following datapoints with 2018 implications from public company disclosures:

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 has expired, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

feature image used with creative commons license

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