Infill Thinking Lifting the O&G knowledge curve
Everywhere you look… every report you read… everyone you talk to… it’s is all telling you the same thing these days. Things are mind-numbingly bad in the US oilfield. Far worse than even the most jaded cynics expected when this crisis began.
Empty highways in the Permian. Yards full of idle equipment everywhere. Rigs stacking right on the wellsite and not even moving into the yard. An absolute bloodbath.
Pictures like this one taken by a brave friend flying into Midland yesterday or that one circulating on social media this weekend tell the story better than words.
We are all becoming desensitized to the skull crushing brutality of this downturn. Few downturn datapoints have a high surprise quotient any more.
Armed with downturn context and low expectations, most Infill Thinking members will not find the following update shocking. A trio of E&P reports Monday contained three key themes:
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There’s a lot more to this story…
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