Without further ado, here’s your customer-by-customer mid-year drilling program checkup… 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 …
Read More »Appalachian Drilling & Completions Activity Trends – Better In 1H19 Than 2H18
Following our Appalachian oilfield trip last week, we are shining a spotlight on Marcellus / Utica drilling and completions trends in this edition of our regular weekly rig count. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Will The 2019 E&P Capex Story End Like 2018? First Quarter Actuals Might Be The Canary In The Coal Mine [Chart Of The Day]
Whelp… this chart doesn’t bode well for oilfield service markets in 4Q19… Are we on track for a repeat of last year’s budget exhaustion woes? 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 …
Read More »2019 Is The 2nd Worst Year Ever For Canadian Drilling
Today we look at Precision Drilling’s recent earnings call and annual shareholders’ meeting commentary for highlights from their outlook on the Canadian drilling market. 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 …
Read More »Horizontal Rigs Down, Tight Oil Production Up [Chart Of The Day]
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 [email protected]. (Current …
Read More »As Rig Count Drops, Contractors Keep Faith In The Bottom
In our weekly rig count update this week, a highlights from the latest round of remarks made by the leading land rig contractors. 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 »Halliburton On RE-bundling, Sand Subsidizing Stages, & The Frac Pricing Bottom [5 Key Takeaways From Their Call]
On Monday, Halliburton was the second oilfield service company to host a conference call so far during the early days of 1Q19 earnings season. Here’s what you need to know from the call if you work in the US completions supply chain. There’s a lot more to this story… Login …
Read More »Checking In On Permian Rig Efficiency. Yep… It’s Still Ugly…
In this update we shine a flashlight beam on one of the Permian Basin’s ugliest metrics relative to the rest of US shale. 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 »Here’s The SCOOP On Year-To-Date STACK Rig Count Slippage
Our regular weekly rig count update this week shines the spotlight on the SCOOP/STACK rig count. 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 »More Than A Feeling? Shallow Trough Thesis May Be Playing Out In US Land Drilling
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 [email protected]. (Current …
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