Infill Thinking Lifting the O&G knowledge curve
As last week wore on, we had hoped it would get better. It did not.
We had also hoped that our initial concern expressed on Tuesday was overstated when we wrote then that the swiftest shale pullback in history could be imminent. It was not.
As the week wore on, it became clear that COVID-19 will have a paralyzing effect on global consumer behavior and oil demand – the extent of the impact is impossible to predict at this time.
OUR BASE CASE EXPECTATION NOW IS THAT US FRAC ACTIVITY WILL FALL X% BY APRIL OR MAY FROM EARLY-MARCH LEVELS.
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