By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new year. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has …
Read More »Where Exactly Are The First Signs Of Life Appearing In Rig Land?
Finally! Rigs are going back to work here and there… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles …
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… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has …
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… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members …
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… Login to see the full …
Read More »Nowhere To Go But Up? Taking The Oilfield’s Pulse As The Dust Settles On An Epic Downturn
By putting our heads together as a group, Infill Thinking members will establish an important baseline this summer for understanding the “what now” and “what next” in the new paradigm emerging for the oilfield marketplace after the worst crisis in shale’s history. Login to see the full update… To read …
Read More »On The Oilfield’s Second Black Monday This Spring… One Word Comes To Mind: TEMPORARY
We know you know the logic, but on days like today, it’s good to read and re-read the crude oil cyclical rationale in it’s simplest form, which is as follows: Login to see the full update… To read this update and receive our research newsletters, you must be a member. …
Read More »The Customer Is Always Right, And Here Are The Most Notable Things Frac Sand Customers Said In February
EOG said recently that better pairing of origin and destination vs. 2019 will help them achieve targeted well cost savings. We wonder if this is simply better availability of local sand near their wells or possibly mobile mini plant adoption? Here is the key quote as well as other interesting …
Read More »It’s The Most Wonderful Time… For Tight Oil E&Ps With Change In Their Pocket & Long-Term Vision
Looking at today’s depressed stock prices for tight oil operators and declining E&P activity trends, you’d never guess that this is actually a relatively wonderful time to be an E&P operator actively developing US tight oil resources. Login to see the full update… To read this update and receive our …
Read More »In Other News… Appalachia Hibernation, Buy Orange Pumps!, Frac Shutdown, Death By 1,000 Cuts For Irrational Projections?, Mine Hit Piece, & More…
In addition to the in-depth updates published over the past week, these 11 “quick hit” datapoints also crossed our desk and are worthy of a mention… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial …
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