The US land contract drillers are currently unanimous Lower 48 rig count outlook… 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 …
Read More »Four For Four: A Big US Land Rig Win Reveals A Resilient Contracting Environment Despite 2H18 Crosscurrents
Each week we post analysis of the rig count, offering our own take on the trends. We also always include a thought piece, and this week digest some big contracting news. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »HAL Took A $3bn Market Cap Hit Before Breakfast On “Temporary” US Onshore Challenges [Live Blog Complete]
We live-blogged our key takeaways from the Halliburton earnings call on Monday morning. 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 …
Read More »For The Permian Rig Count, Flat Is The New Up. Calling The Temporary Top
It seems odd to make the following statement right after a bullish OPEC meeting that sent WTI surging 5% higher on Friday: We believe that the Permian Basin rig count has very likely… There’s a lot more to this story… Login to see the full update… To read this update …
Read More »A Quick Glance At Drilling Rig Productivity With The US Now Just A Tick Away From Cranking Out 11MMbpd
With crude poised to potentially overflow Permian installed takeaway capacity, we thought it’d be worth taking a look at some big picture production vs. rig trends as the feature of this week’s regular rig count update. There’s a lot more to this story… Login to see the full update… To …
Read More »A Look At How Permian E&P Spending Factors Into The Bigger Picture [Chart Of The Day]
Previously in our weekly rig count series, we noted that the Permian horiztonal rig count equals eight other large shale plays combined. Today, we extended this thought exercise to spending, dusting off our capex model to see how Permian drilling and completion budgets factor into total US and global E&P …
Read More »Differentials Be Darned. Permian Permits Pick-Up Anyway
Each week we cover a topical US weekly drilling trend, and provide in-depth analysis of the rig count and frac spread count. Here is this week’s installment… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »US Land Drilling Breaks Through The 1,000-Rig Barrier. How High Can Rig Count Go?
This is the latest edition of our regular weekly rig count update filled with charts and analysis on North America onshore drilling trends. 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. …
Read More »US Land Rig Dayrates Are Trending Higher For Super-Spec Equipment
Last week, three large land drilling contractors hosted quarterly conference calls. Their pricing commentary was an echo chamber of positivity, which is not terribly surprising with $68 WTI and the US onshore rig count moving up in 12 out of the 17 weeks so far this year. There’s a lot …
Read More »Spinning The Globe: A Glance At Drilling Trends Beyond The US…
On the heels of some market commentary provided by Schlumberger this week and some interesting headlines from around the globe, we examine the outlook for international drilling activity and dissect the international rig count. There’s a lot more to this story… Login to see the full update… To read this …
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