Tag Archives: macro

  Oil production trends shouldn’t be terribly surprising if you are watching the right metrics. In this update we talk about the metrics and quantify them monthly y/y as well as discuss structural changes in shale that are driving tight oil resiliency. There’s a lot more to this story… Login …

Importantly as we listened to the oilfield’s commentary around energy transition this quarter, we were struck by the fact that oilfield management teams are optimistic not pessimistic about this. Remember SWOT analysis from business school? The oilfield is looking at energy transition as an “O” not a “T.” There’s a …

The Friday before last week’s drone attacks on Saudi oil infrastructure that caused oil prices to momentarily spike, Bill Edwards wrote a guest post for Infill Thinking titled Historical Oil Price Perspective & A Sober Long-Term Outlook [Friday Guest Post]. The way oil has traded in the wake of the …

Here at Infill Thinking, we are humble oilfield service guys by trade not well heeled oil price pundits. That said, we regularly talk to some of the best crude oil minds in the business. When they share noteworthy observations, we pass them along. One such oil price expert we check …