Tag Archives: pten

The pumpers had some interesting things to say this week… we break it down here. 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 …

Following the Halliburton call on Monday, we’ve heard from three more management teams this week that have no visibility on the oilfield service market outlook in 2020. That said, two of these three did say some pretty interesting things about the current market climate in the Lower 48 oilpatch. Here …

This week, two large pressure pumpers hosted 4Q19 earnings calls. Here are our takeaways from their remarks as it pertains to the 2020 pressure pumping market…     There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

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… There’s a lot more to this story… Login to see the full update…  To read …

When (not if) will the leading land drilling contractors make a hard push to be paid under a different model than the entrenched dayrate pricing framework? It’s a question we’ve wondered about for years now as we’ve watched land drilling rigs drill more and more wells per month, benefiting their …

The frac market is in flux. Who’s still planning to grow? Who’s not? Will plans be realized? We quantify and discuss… 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 …

In this week’s rig count update we take a look at who is drilling wells in the US with a market share pie chart and the trend over time. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …

Check out what Patterson-UTI management said about local sand usage last week… 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 …

Infill Thinking readers rely on our weekly rig count update for a series of unique land rig drilling charts and analysis. Going forward, we are adding a new weekly chart to document completions activity trends. Our friends at Primary Vision have agreed to make their weekly US frac spread count …

The US onshore value chain is firing on all cylinders in 2018. Not to be left out of the double digit inflation completions suppliers expect to enjoy this year, land drilling contractors with super spec rigs are pushing through their own pricing increases. Check out our estimates for H&P’s high spec …