Each week we break down the rig count. Everyone can get their hands on the standard Baker Hughes rig count, but no one processes it week in and week out like the team here at Infill Thinking. And since we are spending a full week reporting from the road in …
Read More »US Onshore Drilling Outlook Remains “Fluid” Six Weeks Into 2019
Summarizing a leading land contract drillers’ rig count outlook, here are the most salient points from last week’s discussion…. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive …
Read More »DUCs Have Doubled Since The EIA Began Tracking Them
In this week’s weekly rig count update, we take a look at trends in DUC inventory. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven …
Read More »Did 2018 Set The New Cyclical Ceiling For US Onshore Drilling?
The US onshore rig count has been basically flat since June of this year and is likely biased lower over the next several weeks as seasonality catches up with rig count. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a …
Read More »It’s Voting Day: Last Minute Thoughts On Colorado O&G’s Defining Moment
In this week’s rig count update, some last minute thoughts on Prop 112 as it’s voting day. When the polls close this evening, Prop 112 will either fade from the discussion for a couple years, or it will be the only thing anyone in O&G is talking about. There’s a …
Read More »Land Drillers Maintain Optimism Despite Completions Malaise
Several months ago, land drillers were very positive on the outlook. Since then, the completions industry has guided lower. How long will the land drillers stay positive? Here’s the latest thematic guidance. There’s a lot more to this story… To read this update and receive our research newsletters, you must be …
Read More »Upcycle Context As Baker Hughes Reports The Biggest Weekly Rig Count Drop In About 10 Months
In our weekly rig count update this week we put some context around the drop. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis …
Read More »Marcellus New Well Permit Check Up As Pumping Slows
Pro Tip: our weekly rig count updates are divided into two sections: i) we always include a weekly thought piece analyzing a hot topic (like Marcellus well permits this week), and ii) we process regular weekly rig count data through our custom filters to deliver a unique way of looking …
Read More »Piggy Back Land Rigs Spotted In The Eagle Ford Behaving Like Drillships [Pictures & Drilling Company Confirmation]
During the past week or so, pictures have surfaced on social media showing a US onshore industry first in land drilling: simultaneous drilling accomplished by joining together two land rigs. We talked with management to learn more and discuss the implications in this update. There’s a lot more to this …
Read More »A Quick Glance At Drilling Rig Productivity With The US Now Just A Tick Away From Cranking Out 11MMbpd
With crude poised to potentially overflow Permian installed takeaway capacity, we thought it’d be worth taking a look at some big picture production vs. rig trends as the feature of this week’s regular rig count update. There’s a lot more to this story… To read this update and receive our research …
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