Infill Thinking Lifting the O&G knowledge curve
If OPEC’s November 30th decision to cut production was like adding tinder to smoldering embers, then progress made over this past weekend was like dumping gasoline on the fire.
Lower 48 oilfield activity will gather steam (and quickly) in early-2017. As the upstream supply chain tightens early in the new year, weaker links in the supply chain will be exposed. For most companies trying to grow again, these potential choke points will present hurdles ranging from cost inflation to longer lead times to delays in bring wells online. For some companies, these pain points will present opportunity.
In this update, we force rank our top four areas to monitor for tightening over the next three to six months. This is a short-term exercise to highlight the areas that could become challenging in a hurry. We came at this from a holistic upstream perspective, recognizing gating factors in oilfield service that will also impact E&P outcomes. This is by no means a conclusive list, so please add other areas to monitor in the comments to make this thought exercise stronger.
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