Earlier this week, we wrote that market expectations for U.S. oil production are too low (see report). In that piece, we pointed out that the EIA’s numbers only showed about 640kbpd of U.S. oil production growth in 2022. This compared to our 1mmpbd growth forecast. Subsequently, the EIA has revised …
Read More »In Other News… Appalachia Hibernation, Buy Orange Pumps!, Frac Shutdown, Death By 1,000 Cuts For Irrational Projections?, Mine Hit Piece, & More…
In addition to the in-depth updates published over the past week, these 11 “quick hit” datapoints also crossed our desk and are worthy of a mention… 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 …
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 »Red Card. A Look At The First Half DUC Build By Basin
Continuing our World Cup / drilling analogy theme from last week, in this week’s rig count update we take a look at the trend in drilled wells that have been suspended from the completions “field of play.” There’s a lot more to this story… Login to see the full update… To …
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