Tag Archives: oil prices

In addition to the in-depth Infill Thinking research updates published this week, 7 quick hits crossed our desk that we believe are worth a mention. So here are some digestible nuggets of market intel. There’s a lot more to this story… Login to see the full update…  To read this …

Last week, we asked readers to answer 13 questions about the outlook for 2018. The focus of our survey was key trends and themes in the US onshore business. Participation was strong, with a diverse mix of respondents – all of whom are well informed on Lower 48 trends. In …

The recovery in oilfield service (OFS) activity and pricing outside the US has been waiting in the wings for three years. Outside the US, there have only been a few international bright spots – non-US oilfield growth has been non-existent. Most countries’ oilfield service markets have been dragging bottom all …

The following brief analytical editorial was excerpted from our twice-weekly newsletter on Tuesday October 31, 2017.   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 …

Looking around at the headlines this morning, everyone’s talking about oil prices “plunging” or “slumping” below $50 (example). Whether oil is $49 or $51 doesn’t make that much of a difference for industry participants themselves – be they oil service firms or E&Ps they serve. To be sure, there may be …

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 …

Here at Infill Thinking, we don’t forecast the price of oil – we focus on oilfield activity, markets, and companies. But we do regularly talk to some of the best crude oil minds in the business. When they share noteworthy observations, we pass them along. So when one of these …

Infill Thinking’s launch 10 days ago coincides with the arrival of a young oilfield recovery. The definition of recovery is different this time – shallower and more gradual than before – but there is no doubt that, at a minimum, oilfield contraction is abating. Against this backdrop, our early updates …