Infill Thinking Lifting the O&G knowledge curve
Looking around at the headlines this morning, everyone’s talking about oil prices “plunging” or “slumping” below $50 (example).
Whether oil is $49 or $51 doesn’t make that much of a difference for industry participants themselves – be they oil service firms or E&Ps they serve.
To be sure, there may be some psychological significance to a 5-handle that traders (and journalists) cue off of. And if oil prices continue to fade that will matter and it will matter fast. But for now, the fear-mongering headlines bury the lead.
The lead today should actually be a question. Is volatility staging a comeback?
There’s a lot more to this story…
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