Here’s what to know about the current state of the rig market in the Lower 48… 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, …
Read More »Big 2023 Rig Count Predictions Fading
Predicting the rig count is hard to do… here’s a brief recap of some notable recent predictions and how they are evolving as the oilfield activity cycle enters a more stable phase. There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »ESG Rigs – A Chat With The CEO Behind The World’s First Hybrid Rig
After writing about so called “ESG land drilling rigs” several times in recent rig count updates, we had a chance to catch up with a pioneer at the cutting edge of the ESG rig technological push this week. Here’s what we learned… There’s a lot more to this story… Login …
Read More »Interesting Trend Budding In Eagle Ford Data
In this week’s US drilling trends update, we shine a spotlight on… 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 …
Read More »The Past 2 Weeks Don’t Make A Trend, But 2 More Will…
Are we there yet? To the bottom of the worst downturn ever? 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 …
Read More »Is This The Beginning Of The End For Land Drilling Rig Dayrates?
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 …
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 »Permian Drilling Rig Efficiency Continues To MASSIVELY Lag The Rest Of The Lower 48
Each week we break apart the North American rig count in new ways that allow readers to dive beneath the week-to-week changes and better understand what the future may hold. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
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 »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 …
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