Tag Archives: nam onshore

After updating our company-by-company E&P capex model this week, we’ve concluded that… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …

One day, we’ll all be able to tell our grandkids “I was there when contractors couldn’t put rigs back to work for free.” US onshore operators have lost their appetite for growth so much so that… Login to see the full update… To read this update and receive our research …

Nabors recently released the 2Q results from its quarterly customer survey. In this update we examine how their results compared with several operator surveys and studies we conducted in May and July… Login to see the full update… To read this update and receive our research newsletters, you must be …

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… Login to see the full update… To read this update and receive our research newsletters, …

US land drilling has slide downward all year. While that’s likely no surprise to readers of this publication, it may be a bit surprising to some to see the unyielding slide shown in this zoomed-in look at the 2019 weekly progression in drilling activity. Login to see the full update… To …

With 2Q19 in the books, here’s how horizontal drilling trends stacked up during the quarter across the major unconventional basins. Overall the US unconventional rig count was down X% during 2Q19… Login to see the full update… To read this update and receive our research newsletters, you must be a …

The drilling activity upcycle that began in 2016 started to take a breather in 4Q18. Now 2019 is shaping up to be the first down year in the past three years for rig count. In the 6-slide deck below, you’ll see the story of the current cycle in the context …

When Colorado’s SB-181 legislation passed in April 2019, it injected new uncertainties in the tenuous Colorado energy regulation climate. In our weekly rig count update this week, we discuss the fall-out and then shine the spotlight on the state’s rig count trends at the county level. Login to see the …

In an update exactly one year ago titled For The Permian Rig Count, Flat Is The New Up. Calling The Temporary Top we wrote that the rig count had likely peaked in the Permian for the time being. We don’t always get ’em right around here, but this is one …

With 2019 nearly halfway over, we thought it’d be a good time for a US oil production growth status check. And it doesn’t look good for the service industry, although there is a silver lining for rig owners that we see in the data… Login to see the chart and …