Infill Thinking’s launch 10 days ago coincides with the arrival of a young oilfield recovery. The definition of recovery is different this time – shallower and more gradual than before – but there is no doubt that, at a minimum, oilfield contraction is abating.
Against this backdrop, our early updates at Infill Thinking have been positive. But readers should not mistake our positivity for kindness or naivety. We see some big risks to this fragile recovery, and in this post we walk through the three biggest from our perspective.
There’s a lot more to this story…
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