Tag Archives: oil

As shale turns 20 years old, we are examining and commeroating a variety of historical trends to illuminate big structural changes in shale’s history (including some ongoing themes that continue reshaping the industry). Our goal with this new series is several-fold: provide data-driven context for key multi-cycle themes (including several …

Things to know about a soon-to-be-public northeastern E&P operator… 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 expired, please email …

Data driven context for rig outlook… 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 expired, please email us to discuss …

Data driven context for sand and oil correlation. 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 expired, please email us …

  Oil production trends shouldn’t be terribly surprising if you are watching the right metrics. In this update we talk about the metrics and quantify them monthly y/y as well as discuss structural changes in shale that are driving tight oil resiliency. There’s a lot more to this story… Login …

We are setting a calendar reminder for 2050 to revisit this post and see who’s right! 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, …

The pumpers had some interesting things to say this week… we break it down here. 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 …

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 …

During 3Q21, a key shale trend stands out that gives increasing conviction in oil and nat gas price strength as well as oilfield service activity in 2022.   There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

We checked in with a whole bunch of our oilfield service and E&P contacts this week. What we heard from them sure sounds like complete capitulation in the oilfield market. The bottom is coming into focus. Here’s what folks we talk to are saying… There’s a lot more to this …