Since inception, hydraulic fracturing and shale exploitation have been fraught with controversy. Initial opposition mostly came from the far left and environmentalists. So called “fracktivists” include bands of protesters, lobbyists pushing for regulation, and filmmakers documenting mythical terrors. These outsiders have presented challenges for the industry ranging from mild annoyances to outright banishment …
Read More »Permian Preview: 2017 Capex And Production
The biggest regional contributor to the US Shale Revolt will be the Permian Basin. The Permian is the only unconventional oil play where production has not fallen in the downturn. In fact, Permian production today is up 13% since that fateful OPEC meeting two years ago. Following it’s conventional production …
Read More »The Three Scariest Risk Factors Facing This Fragile Recovery
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 …
Read More »This OPEC “Production Cut” Is Really Just More Of The Same
OPEC’s announcement in Algeria of an agreement to curb production has the press excited about the “the first OPEC production cut in 8 years.” But we’d argue this is just more of the same as no member quotas have been set yet. We explore the details, nuances and implications here. …
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Infill Thinking Lifting the O&G knowledge curve