Infill Thinking Lifting the O&G knowledge curve
A few weeks ago, we penned an update titled: “Unintended Consequences – The Crude Price Risk Factor No One Is Talking About… Yet.” Today, we bring you two new datapoints in that narrative.
As a reminder, the risk thesis begins with a pending structural transformation in an end market for the heavier end of the barrel.
Since publishing, chatter on this topic seems to have picked up a bit in some of the crude market’s more sophisticated circles, but the talking heads still don’t seem to be aware or care. To be sure, the shipping industry and those that follow shipping have been focused on it, but it seems to be something that is not yet on the radar of many O&G analysts where OPEC and US production dominate mind share.
So without further ado, here’s what’s new…
There’s a lot more to this story…
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