rig count Archives - Infill Thinking https://www.infillthinking.com Lifting the O&G knowledge curve Fri, 08 Dec 2023 16:47:19 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.9 https://www.infillthinking.com/wp-content/uploads/2016/09/cropped-Screenshot_4-8-32x32.png rig count Archives - Infill Thinking https://www.infillthinking.com 32 32 Quick Macro Thoughts… Tight Oil’s Structural Change And Frac Sand Addiction https://www.infillthinking.com/thinking-ahead/quick-macro-thoughts-tight-oils-structural-change-and-frac-sand-addiction/ https://www.infillthinking.com/thinking-ahead/quick-macro-thoughts-tight-oils-structural-change-and-frac-sand-addiction/#respond Wed, 06 Dec 2023 16:47:03 +0000 https://www.infillthinking.com/?p=33658   Oil production trends shouldn’t be terribly surprising if you are watching the right metrics. In this update we talk about the metrics and quantify them monthly y/y as well as discuss structural changes in shale that are driving tight oil resiliency. There’s a lot more to this story… Login to see the full update…  …

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Oil production trends shouldn’t be terribly surprising if you are watching the right metrics. In this update we talk about the metrics and quantify them monthly y/y as well as discuss structural changes in shale that are driving tight oil resiliency.

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 hello@infillthinking.com(Current members login here.)

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Something To Be Grateful For At Thanksgiving Feast… Rigs Aren’t Going Down Anymore At Least https://www.infillthinking.com/quick-thoughts/something-to-be-grateful-for-at-thanksgiving-feast-rigs-arent-going-down-anymore-at-least/ https://www.infillthinking.com/quick-thoughts/something-to-be-grateful-for-at-thanksgiving-feast-rigs-arent-going-down-anymore-at-least/#respond Mon, 13 Nov 2023 22:32:40 +0000 https://www.infillthinking.com/?p=33620   Some rig count trends are worth highlighting… today we found one of those. 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 …

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Some rig count trends are worth highlighting… today we found one of those.

There’s a lot more to this story…

Login to see the full update… 

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Land Drillers Feeling The Pressure – Rig Counts & Dayrates Declining https://www.infillthinking.com/infill-thoughts/land-drillers-feeling-the-pressure-rig-counts-dayrates-declining/ https://www.infillthinking.com/infill-thoughts/land-drillers-feeling-the-pressure-rig-counts-dayrates-declining/#respond Fri, 28 Apr 2023 17:59:52 +0000 https://www.infillthinking.com/?p=33142 Here’s what to know about the current state of the rig market in the Lower 48… 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, …

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Here’s what to know about the current state of the rig market in the Lower 48…

There’s a lot more to this story…

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Rig Preview: 4 Red Flags In March Permit Data https://www.infillthinking.com/thinking-ahead/rig-preview-4-red-flags-in-march-permit-data/ https://www.infillthinking.com/thinking-ahead/rig-preview-4-red-flags-in-march-permit-data/#respond Fri, 14 Apr 2023 16:38:46 +0000 https://www.infillthinking.com/?p=33104 On the surface, things look calm and steady but the devil’s in the details… 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 …

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On the surface, things look calm and steady but the devil’s in the details…

There’s a lot more to this story…

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Rig Contractor Sours On Nat Gas Activity. Sees Releases & Pricing Pressure Ahead As More Gas Rigs Seek Shelter In Permian https://www.infillthinking.com/quick-thoughts/rig-contractor-sours-on-nat-gas-activity-sees-releases-pricing-pressure-ahead-as-more-gas-rigs-seek-shelter-in-permian/ https://www.infillthinking.com/quick-thoughts/rig-contractor-sours-on-nat-gas-activity-sees-releases-pricing-pressure-ahead-as-more-gas-rigs-seek-shelter-in-permian/#respond Tue, 07 Mar 2023 17:23:41 +0000 https://www.infillthinking.com/?p=33002 We take a look at the latest datapoints in the gas crash’s impact on oilfield activity… 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, …

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We take a look at the latest datapoints in the gas crash’s impact on oilfield activity…

There’s a lot more to this story…

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Big 2023 Rig Count Predictions Fading https://www.infillthinking.com/infill-thoughts/bold-2023-rig-count-predictions-fizzle/ https://www.infillthinking.com/infill-thoughts/bold-2023-rig-count-predictions-fizzle/#respond Fri, 13 Jan 2023 16:57:48 +0000 https://www.infillthinking.com/?p=32844 Predicting the rig count is hard to do… here’s a brief recap of some notable recent predictions and how they are evolving as the oilfield activity cycle enters a more stable phase. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

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Predicting the rig count is hard to do… here’s a brief recap of some notable recent predictions and how they are evolving as the oilfield activity cycle enters a more stable phase.

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 hello@infillthinking.com(Current members login here.)

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Uh Oh… U.S. Drilling Growth Has Ground To A Halt https://www.infillthinking.com/quick-thoughts/uh-oh-u-s-drilling-growth-has-ground-to-a-halt/ https://www.infillthinking.com/quick-thoughts/uh-oh-u-s-drilling-growth-has-ground-to-a-halt/#respond Fri, 16 Sep 2022 17:03:26 +0000 https://www.infillthinking.com/?p=32506 An Infill Thinking prediction is coming true. 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 …

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An Infill Thinking prediction is coming true.

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Drilling Inefficiency Is Distorting Rig Count Impact On Frac Demand [Chart Of The Day] https://www.infillthinking.com/infill-thoughts/drilling-inefficiency-is-distorting-rig-count-impact-on-frac-demand-chart-of-the-day/ https://www.infillthinking.com/infill-thoughts/drilling-inefficiency-is-distorting-rig-count-impact-on-frac-demand-chart-of-the-day/#comments Fri, 12 Nov 2021 16:13:04 +0000 https://www.infillthinking.com/?p=31540 If you are looking at the rig count going up every week and thinking that translates 1:1 to frac increases, think again… 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 …

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If you are looking at the rig count going up every week and thinking that translates 1:1 to frac increases, think again…

There’s a lot more to this story…

Login to see the full update… 

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Oxy’s D&C Trends In Focus [Operator Spotlight] https://www.infillthinking.com/quick-thoughts/oxys-dc-trends-in-focus-operator-spotlight/ https://www.infillthinking.com/quick-thoughts/oxys-dc-trends-in-focus-operator-spotlight/#respond Fri, 23 Jul 2021 15:46:21 +0000 https://www.infillthinking.com/?p=31156 Each week through the end of this month, we are illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count or fleet count, tracking the …

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Each week through the end of this month, we are illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research.

While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count or fleet count, tracking the history of metrics such as …

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 hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
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  • New angles on stories you’ll only find here
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Contact us to learn about signing up! hello@infillthinking.com

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Chevron’s D&C Trends In Focus [Operator Spotlight] https://www.infillthinking.com/quick-thoughts/chevrons-dc-trends-in-focus-operator-spotlight/ https://www.infillthinking.com/quick-thoughts/chevrons-dc-trends-in-focus-operator-spotlight/#respond Mon, 12 Jul 2021 19:59:55 +0000 https://www.infillthinking.com/?p=31048 Each week through July, we’ll be illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count or fleet count, tracking the history of metrics such …

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Each week through July, we’ll be illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research.

While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count or fleet count, tracking the history of metrics such as …

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 hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

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