Oil prices are flashing green signal lights to L48 E&Ps where short cycle barrels are theirs for the taking… 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 …
Read More »Pre-War Oilfield Baseline 3/3: Activity Snapshot
The geopolitical risk premium is back in crude oil markets. Where do we go from here if we are an oilfield market participant? Initial thoughts and analysis… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Pre-War Oilfield Baseline 2/3: The 2026 E&P Budgets
The geopolitical risk premium is back in crude oil markets. Where do we go from here if we are an oilfield market participant? Initial thoughts and analysis… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Pre-War Oilfield Baseline 1/3: The 2026 Production Outlook
The geopolitical risk premium is back in crude oil markets. Where do we go from here if we are an oilfield market participant? Initial thoughts and analysis… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Middle East Combat Could Reshape The U.S. 2026 Oilfield Outlook — Initial Thoughts In The Fog Of War…
The geopolitical risk premium is back in crude oil markets. Where do we go from here if we are an oilfield market participant? Initial thoughts and analysis… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »“Vene-shale-a”? Quick Thoughts On Venezuela Actions Relevant To US OFS & E&P Firms
The world seems to have changed this week with the impressive surgical strike action by US troops in Venezuela to snatch Maduro, and President Trump taking charge of Venezuela’s oil industry. Here are our quick thoughts on the matter relevant to the US oilfield companies and onshore outlook domestically… There’s …
Read More »With WTI Back To The May 2025 Lows, The Reaction Of Some In OFS Might Surprise You
Some thoughts on the macro drivers for oilfield activity headed into 2026. 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 …
Read More »Downturn Cancelled? Not So Fast… Middle East War Analysis Part FIVE: Back To Where We Started…
The geopolitical risk premium came back in the crude oil markets. But was it just a June phemonon? Where do we go from here if we are an oilfield market participant? Thoughts and analysis as we follow what it means for L48 E&P… There’s a lot more to this story… …
Read More »Oil Basin Field Checks – Anecdotes On U.S. E&P Program Reaction To Higher Oil Prices
What’s happening on the ground in key L48 oil basins as commodity prices move higher? 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 …
Read More »Downturn Cancelled? Middle East War Analysis Part FOUR: What Oil Futures Are Telling Us…
The geopolitical risk premium is back in crude oil markets. Where do we go from here if we are an oilfield market participant? Thoughts and analysis as we follow what it means for L48 E&P… There’s a lot more to this story… Login to see the full update… To read …
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Infill Thinking Lifting the O&G knowledge curve