saudi arabia Archives - Infill Thinking https://www.infillthinking.com Lifting the O&G knowledge curve Fri, 20 May 2022 22:34:03 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.9 https://www.infillthinking.com/wp-content/uploads/2016/09/cropped-Screenshot_4-8-32x32.png saudi arabia Archives - Infill Thinking https://www.infillthinking.com 32 32 Iran’s Ill-Advised Attack On Saudi Was Actually A Gift To The Kingdom [Friday Follow-Up Guest Post] https://www.infillthinking.com/infill-thoughts/irans-ill-advised-attack-on-saudi-was-actually-a-gift-to-the-kingdom-friday-followup-guest-post/ https://www.infillthinking.com/infill-thoughts/irans-ill-advised-attack-on-saudi-was-actually-a-gift-to-the-kingdom-friday-followup-guest-post/#respond Fri, 20 Sep 2019 20:24:31 +0000 http://www.infillthinking.com/?p=27659 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 attacks seems to prove his …

The post Iran’s Ill-Advised Attack On Saudi Was Actually A Gift To The Kingdom [Friday Follow-Up Guest Post] appeared first on Infill Thinking.

]]>
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 attacks seems to prove his point about oil’s inability to escape the gravitational pull of a lower-for-longer trading range.

In the wake of the Middle East action, Bill sent us a couple follow-up thoughts that we found interesting.

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 has expired, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

The post Iran’s Ill-Advised Attack On Saudi Was Actually A Gift To The Kingdom [Friday Follow-Up Guest Post] appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/infill-thoughts/irans-ill-advised-attack-on-saudi-was-actually-a-gift-to-the-kingdom-friday-followup-guest-post/feed/ 0
A Shot In The Arm, But The US Frac Supply Chain Still Needs Surgery https://www.infillthinking.com/quick-thoughts/a-shot-in-the-arm-but-the-us-frac-supply-chain-still-needs-surgery/ https://www.infillthinking.com/quick-thoughts/a-shot-in-the-arm-but-the-us-frac-supply-chain-still-needs-surgery/#respond Mon, 16 Sep 2019 03:50:14 +0000 http://www.infillthinking.com/?p=27580 Sunday was not a day of rest for most folks who think about the oil and gas industry for a living. We’ve never seen so many weekend news updates and research notes hit our inbox, and for good reason. In the days (and possibly weeks) ahead, you will see countless updates about Saudi oil production, …

The post A Shot In The Arm, But The US Frac Supply Chain Still Needs Surgery appeared first on Infill Thinking.

]]>
Sunday was not a day of rest for most folks who think about the oil and gas industry for a living.

We’ve never seen so many weekend news updates and research notes hit our inbox, and for good reason.

In the days (and possibly weeks) ahead, you will see countless updates about Saudi oil production, the length of time it will take to restore the knock out, geopolitical pageantry, and escalating tensions that will extend well beyond remediation efforts following this attack.

Opining on these matters is out of scope for us at Infill Thinking; however, interpreting the impact on Lower 48 oilfield markets and the US frac supply chain is very much in our wheelhouse. So here are five points with US OFS market implications to consider as we react to the Saudi drama alongside the rest of the O&G marketplace.

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 has expired, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

feature photo credit:

JavaScript is not available.

No Description

 

 

The post A Shot In The Arm, But The US Frac Supply Chain Still Needs Surgery appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/quick-thoughts/a-shot-in-the-arm-but-the-us-frac-supply-chain-still-needs-surgery/feed/ 0
What Do Big Spring And Riyadh Share In Common Besides Lots Of Rigs? https://www.infillthinking.com/quick-thoughts/what-do-big-spring-and-riyadh-share-in-common-besides-lots-of-rigs/ https://www.infillthinking.com/quick-thoughts/what-do-big-spring-and-riyadh-share-in-common-besides-lots-of-rigs/#respond Fri, 07 Jun 2019 12:35:18 +0000 http://www.infillthinking.com/?p=26866 Answer: HABOOB! And there was a huge one in the Midland Basin this week. Here’s around up of some of the best pictures posted by oilfield guys on social media this week… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

The post What Do Big Spring And Riyadh Share In Common Besides Lots Of Rigs? appeared first on Infill Thinking.

]]>
Answer: HABOOB! And there was a huge one in the Midland Basin this week.

Here’s around up of some of the best pictures posted by oilfield guys on social media this week…

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 has expired, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

The post What Do Big Spring And Riyadh Share In Common Besides Lots Of Rigs? appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/quick-thoughts/what-do-big-spring-and-riyadh-share-in-common-besides-lots-of-rigs/feed/ 0
Live From Dhahran, Here’s The 8 Most Important Things Schlumberger Said Friday Morning https://www.infillthinking.com/infill-thoughts/live-dhahran-heres-8-important-things-schlumberger-said-friday-morning/ https://www.infillthinking.com/infill-thoughts/live-dhahran-heres-8-important-things-schlumberger-said-friday-morning/#respond Fri, 21 Apr 2017 16:20:12 +0000 https://www.infillthinking.com/?p=6708 With Schlumberger’s earnings call this morning, oilfield earnings season is officially underway. CEO Paal Kibsgaard addressed several of the themes we expect to dominate the conversation this earnings season including US price increases and activity strength and maybe over-exuberance, sluggish international conditions, aggressive frac reactivation, new business models in offshore drilling, the importance of last mile …

The post Live From Dhahran, Here’s The 8 Most Important Things Schlumberger Said Friday Morning appeared first on Infill Thinking.

]]>
With Schlumberger’s earnings call this morning, oilfield earnings season is officially underway.

CEO Paal Kibsgaard addressed several of the themes we expect to dominate the conversation this earnings season including US price increases and activity strength and maybe over-exuberance, sluggish international conditions, aggressive frac reactivation, new business models in offshore drilling, the importance of last mile logistics.

Here are the eight most important things he said…

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 has expired, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

Feature photo credit: NY Times

The post Live From Dhahran, Here’s The 8 Most Important Things Schlumberger Said Friday Morning appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/infill-thoughts/live-dhahran-heres-8-important-things-schlumberger-said-friday-morning/feed/ 0