Tag Archives: rigs

The Sea Change Is Happening Lightning Fast On Friday afternoon we wrote about the beginning of a great sea change in sentiment towards oil and gas – a sea change that will challenge the capital discipline theme in a way that no oil price, no matter how high, ever could. …

During 3Q21, a key shale trend stands out that gives increasing conviction in oil and nat gas price strength as well as oilfield service activity in 2022.   There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

Counting, counting, counting all the crews, one by one they add up! 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 …

What happened: A Super Major Operator just cut their 5-year Permian volume growth forecast by up to 50% this week. Why it matters: This customer has the following fleet of rigs and frac crews working today:…. There’s a lot more to this story… Login to see the full update…  To …

We chart and analyze a sign the industry is getting back to work 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 your …

As 1Q20 E&P earnings season gets under way, there are just a handful of US E&P operators that haven’t publicly disclosed how much they’ll cut their 2020 spending programs in the wake of the crisis. There are some common traits shared by some of these companies including… a) gas exposure …

Here are the E&Ps that have publicly announced cuts in the wake of the Sunday, March 8, oil market collapse…. 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 …

E&P operators announced their spending cuts a week or two before most of the oilfield service industry (OFS). We are tracking the E&P capex pullbacks in real-time here, and their planned rig releases and frac crew releases too. Now it’s OFS’s turn to activate the downturn playbook and announce cost …

This piece charts the capex cuts daily so far in what can only be described as a historic, no dystopian, E&P crisis response. We also discuss what happens next with capex spending and frac crew releases and the bigger picture… There’s a lot more to this story… Login to see …

It’s been 36 hours since the oil industry’s D-Day equivalent, and US E&P operators are wasting no time cutting 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 …