land Archives - Infill Thinking https://www.infillthinking.com Lifting the O&G knowledge curve Tue, 24 May 2022 15:05:38 +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 land 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…

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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Bid/Ask Gap In Big Permian Land Auction Exemplifies The Need For A Broad Reset Of Expectations https://www.infillthinking.com/quick-thoughts/bid-ask-gap-in-big-permian-land-auction-exemplifies-the-need-for-a-broad-reset-of-expectations/ https://www.infillthinking.com/quick-thoughts/bid-ask-gap-in-big-permian-land-auction-exemplifies-the-need-for-a-broad-reset-of-expectations/#respond Tue, 03 Dec 2019 17:10:30 +0000 http://www.infillthinking.com/?p=28140 Infill Thinking readers may recall this update from October on a big Permian land auction of 13,500 acres with historical significance. This ranch has a rich O&G history dating back to the 1920s, when Gulf Oil bought leases to the ranch. From the 1920s onwards, it helped make the fortunes of some of the powerful …

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Infill Thinking readers may recall this update from October on a big Permian land auction of 13,500 acres with historical significance. This ranch has a rich O&G history dating back to the 1920s, when Gulf Oil bought leases to the ranch. From the 1920s onwards, it helped make the fortunes of some of the powerful Fort Worth old money families (i.e. Bass and Richardson).

Today, it sits in a prime location for infrastructure development, but in a sign of the times, the October auction…

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

feature image photo credit: https://www.landsoftexas.com/property/13500-acres-in-Ward-County-Texas/7388712/

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Checking In On The Texas Pacific Land Trust Power Struggle https://www.infillthinking.com/infill-thoughts/checking-in-on-the-texas-pacific-land-trust-power-struggle/ https://www.infillthinking.com/infill-thoughts/checking-in-on-the-texas-pacific-land-trust-power-struggle/#respond Tue, 25 Jun 2019 16:15:17 +0000 http://www.infillthinking.com/?p=27035 The power struggle for control of the 900,000 Permian acres controlled by Texas Pacific Land Trust has slowed down significantly since our last update three weeks ago. The newsflow decline was largely expected because of… 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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The power struggle for control of the 900,000 Permian acres controlled by Texas Pacific Land Trust has slowed down significantly since our last update three weeks ago.

The newsflow decline was largely expected because of…

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 via Horizon Kinetics

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The “Conflicted Candidate” – A Struggle For Control In The Permian Continues https://www.infillthinking.com/quick-thoughts/the-conflicted-candidate-a-permian-struggle-for-control-continues/ https://www.infillthinking.com/quick-thoughts/the-conflicted-candidate-a-permian-struggle-for-control-continues/#respond Tue, 30 Apr 2019 02:45:43 +0000 http://www.infillthinking.com/?p=26555 The battle for control of a critical swath of Permian land and water assets continues to heat up as the incumbents retaliate against recent activist investor information releases… 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. …

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The battle for control of a critical swath of Permian land and water assets continues to heat up as the incumbents retaliate against recent activist investor information releases…

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: public domain, USMC M-198 firing outside of Fallujah, Iraq in 2004 (credit wikipedia)

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Time-Lapse Trends In Land Drilling Market Share After Recent M&A https://www.infillthinking.com/infill-thoughts/time-lapse-trends-in-land-drilling-market-share-after-recent-ma/ https://www.infillthinking.com/infill-thoughts/time-lapse-trends-in-land-drilling-market-share-after-recent-ma/#respond Tue, 09 Oct 2018 13:37:04 +0000 https://www.infillthinking.com/?p=22211 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 market share trends in this …

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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 market share trends in this space.

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

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What Fourth Quarter Slump? https://www.infillthinking.com/infill-thoughts/fourth-quarter-slump/ https://www.infillthinking.com/infill-thoughts/fourth-quarter-slump/#comments Sun, 11 Dec 2016 23:02:49 +0000 https://www.infillthinking.com/?p=3586 Back in October, the North American land market was bracing for a seasonal slowdown into year-end. Here’s the warning Halliburton CEO Dave Lesar issued on a conference call about 6 weeks ago: “Based on current customer feedback we remain cautious around customer activity due to holiday and seasonal weather-related downtime. Our customers may take extended breaks, starting …

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Back in October, the North American land market was bracing for a seasonal slowdown into year-end.

Here’s the warning Halliburton CEO Dave Lesar issued on a conference call about 6 weeks ago: “Based on current customer feedback we remain cautious around customer activity due to holiday and seasonal weather-related downtime. Our customers may take extended breaks, starting as early as Thanksgiving, and push additional work to the first quarter of 2017.”

In this update we show subscribers a mind-blowing chart demonstrating just how overdone the CEO’s concern was. To his credit, Dave (and the rest of the market) had no way of knowing how OPEC would impact Lower 48 activity back then.

There’s a lot more to this story…

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