After writing about so called “ESG land drilling rigs” several times in recent rig count updates, we had a chance to catch up with a pioneer at the cutting edge of the ESG rig technological push this week. Here’s what we learned… There’s a lot more to this story… Login …
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 »Visualizing Lower 48 Drilling Footprint Evolution
In this week’s rig count update, we thought we’d put the spotlight on geo-region shifts in drilling activity as the rig count has undergone a massive compression since year-end 2018. How has the market share of various basins fared during the rig count carnage? There’s a lot more to this …
Read More »Interesting Trend Budding In Eagle Ford Data
In this week’s US drilling trends update, we shine a spotlight on… 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 …
Read More »Permian Permits Powered Right On Through The Oil Price Storm
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… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new …
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… 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, …
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… Login to see the full update… To read this update and receive …
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… Login to see the full update… To read this update and …
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