Tag Archives: lower 48

We first learned that Wood Mackenzie had conducted an independent study on the performance of local sand downhole in a tweet from Robert Clarke, the firm’s Lower 48 upstream research director who some of you may have met at our recent member meetup in Fort Worth. Respecting Robert and Wood …

What matters most to Infill Thinking readers is what Schlumberger is doing in the US onshore market and what their view of Lower 48 OFS market conditions is at this juncture. So that’s the focus of the following five points, which we believe are the most important things Schlumberger said …

After much hand wringing over the budget exhaustion trend, onshore drilling escaped relatively unscathed into the new year. We discuss that and what’s next… 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 …

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 …

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 …

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 …

After oil’s 2014 crash, the US shale “popularity pendulum” swung hard against animal spirits, moving in favor of capital discipline. Outspending in shale is now taboo on both Wall Street and Main Street. But is the recent societal shift emblematic of lasting structural change or is it simply cyclical banter? …

A look at the latest import data, trade protection measures, and capacity and pricing commentary from a market leader. 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 …

  In this update we take a look at market share among the leading land drilling contractors. Starting with winners and losers from 2017, we then look at present share and future market share strategies for the group. In what may be a flattish rig count environment in 2018, the …

We have seen some recent market commentary interpreting a lackluster Permian rig count response to the 4Q17 oil price rally as evidence of a change in E&P behavior or appetite for Permian development. We do not believe this interpretation is accurate.  In this update, see what we believe are the real …