Data on differences in rig trends by operator type… 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 …
Read More »In Other News… More ProFrac M&A, BP Budget Bulge, Permian Production Problems, Frac HHP Bottleneck, & more…
A variety of interesting shale datapoints and anecdotes popped up in our research this week that didn’t warrant a full Infill Thinking write-up but are none-the-less worthy of a mention. Here are several of them: There’s a lot more to this story… Login to see the full update… To read …
Read More »Public E&Ps Have Most Of What They Need For 2023 When It Comes To Rigs & Crews (Operator-By-Operator Fleet Rundown)
We have rounded up a series of operator-by-operator fleet data…. 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 »E&P D&C Fleet Tracker
We have rounded up a series of operator-by-operator fleet data…. 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 »Buzz Builds Around “ESG-Rigs”
A couple weeks ago, Infill Thinking published an update on grid-powered rigs picking up steam as operators seek to cut emissions. Subsequently, the topic became a central point of interest during…. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Haynesville Strength Spotlight After Industry Talk Of An Uptick
Talk amongst our Haynesville friends about Louisiana fracs picking up a little steam over the past several weeks inspired this week’s rig count update. 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 »Where Exactly Are The First Signs Of Life Appearing In Rig Land?
Finally! Rigs are going back to work here and there… 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 »Historical Context As The Rig Count Slide Continues
Rig count remains under pressure, slipping AGAIN this week, down five and now threatening to move down into the 220s next week. Here are two… 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 »Drilling Market Share Changes From Top To Covid Bottom
This week we take stock of market share evolution in the US onshore drilling business during these crazy Covid times… 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 …
Read More »In March, Two Land Drillers Had More Active Rigs Than The Entire US Does Today & They Agree There Is Still Downside
In this week’s rig count update, we shine a spotlight on a squishy bottom and lack of visibility in the US land rig market where two contractors took a different tone to discussing the bottom than one of their peers’ bolder statement several days earlier… There’s a lot more to …
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