Guest Contributor Introduction From Joseph Triepke: Today’s guest post has been three years in the making. Allow me to explain…. 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 …
Read More »In Other News… Appalachia Hibernation, Buy Orange Pumps!, Frac Shutdown, Death By 1,000 Cuts For Irrational Projections?, Mine Hit Piece, & More…
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 …
Read More »Is Recovery Outside The USA A Lost Cause This Cycle? [New Discussion Topic]
There’s a new discussion topic posted in the Thinking Aloud forum. Most of our focus at InfillThinking.com this year has been on the Lower 48. That’s because most everything else is flat to down. With the oil price outlook under pressure and only the US tight oil plays growing, it’s time …
Read More »Payback’s A Rig. US/Saudi Drilling Reversal Continues, Bodes Well For OPEC Quota Compliance
A dramatic run up in the Saudi Arabian rig count preceded the OPEC November 2014 decision to become a price taker and defend market share. This of course triggered the biggest collapse in US drilling history. The decision to extend OPEC quotas in May was in fact predicted by just …
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