eia Archives - Infill Thinking https://www.infillthinking.com Lifting the O&G knowledge curve Fri, 29 Apr 2022 15:32:39 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.9 https://www.infillthinking.com/wp-content/uploads/2016/09/cropped-Screenshot_4-8-32x32.png eia Archives - Infill Thinking https://www.infillthinking.com 32 32 EIA Just Increased Their 2022 U.S. Oil Production Growth Estimate By 20% https://www.infillthinking.com/quick-thoughts/eia-revises-their-2022-u-s-oil-production-growth-estimate-higher-by-20/ https://www.infillthinking.com/quick-thoughts/eia-revises-their-2022-u-s-oil-production-growth-estimate-higher-by-20/#respond Tue, 08 Feb 2022 19:13:34 +0000 https://www.infillthinking.com/?p=31852 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 their production forecast to be …

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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 their production forecast to be more bullish.

In fact, on Tuesday, EIA increased their 2022 growth estimate to +770kpbd of production growth y/y in their new short term energy outlook (STEO).

This is a 20% increase in U.S. oil production growth vs. their prior published numbers… still too low, in our view, but getting closer to reality and likely to experience further upwards revisions in future STEO releases…

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In Other News… Appalachia Hibernation, Buy Orange Pumps!, Frac Shutdown, Death By 1,000 Cuts For Irrational Projections?, Mine Hit Piece, & More… https://www.infillthinking.com/infill-thoughts/in-other-news-appalachia-hibernation-buy-orange-pumps-frac-shutdown-irrational-projections-mine-hit-piece-more/ https://www.infillthinking.com/infill-thoughts/in-other-news-appalachia-hibernation-buy-orange-pumps-frac-shutdown-irrational-projections-mine-hit-piece-more/#respond Tue, 17 Dec 2019 16:12:12 +0000 http://www.infillthinking.com/?p=28233 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 be a member. If you …

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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 be a member. If you are new to Infill Thinking, or your membership has expired, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

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DUCs Have Doubled Since The EIA Began Tracking Them https://www.infillthinking.com/infill-thoughts/ducs-have-doubled-since-the-eia-began-tracking-them/ https://www.infillthinking.com/infill-thoughts/ducs-have-doubled-since-the-eia-began-tracking-them/#respond Tue, 18 Dec 2018 15:42:55 +0000 https://www.infillthinking.com/?p=23967 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, or your membership has expired, …

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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, or your membership has expired, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

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Red Card. A Look At The First Half DUC Build By Basin https://www.infillthinking.com/infill-thoughts/timeout-a-look-at-the-first-half-duc-build-by-basin/ https://www.infillthinking.com/infill-thoughts/timeout-a-look-at-the-first-half-duc-build-by-basin/#respond Fri, 06 Jul 2018 22:50:49 +0000 https://www.infillthinking.com/?p=19071 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 read this update and receive …

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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 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 our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

feature image used with creative commons license

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