The geopolitical risk premium came back in the crude oil markets. But was it just a June phemonon? Where do we go from here if we are an oilfield market participant? Thoughts and analysis as we follow what it means for L48 E&P… There’s a lot more to this story… …
Read More »Downturn Cancelled? Middle East War Analysis Part FOUR: What Oil Futures Are Telling Us…
The geopolitical risk premium is back in crude oil markets. Where do we go from here if we are an oilfield market participant? Thoughts and analysis as we follow what it means for L48 E&P… There’s a lot more to this story… Login to see the full update… To read …
Read More »Downturn Cancelled? Middle East War Analysis Part THREE: 6 Days In…
The geopolitical risk premium is back in crude oil markets. Where do we go from here if we are an oilfield market participant? Thoughts and analysis as we follow what it means for L48 E&P… There’s a lot more to this story… Login to see the full update… To read …
Read More »Downturn Cancelled? Middle East War Analysis Part TWO: The War And The Oil Markets
The geopolitical risk premium is back in crude oil markets. Where do we go from here if we are an oilfield market participant? Initial thoughts and analysis… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Downturn Cancelled? Middle East War Analysis Part ONE: Shale & OFS Outlook Implications
The geopolitical risk premium is back in crude oil markets. Where do we go from here if we are an oilfield market participant? Initial thoughts and analysis… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Sentiment Sea Change Underway Towards U.S. O&G As The Mainstream’s ‘Existential Threat’ Narrative Flips
A powerful narrative shift is underway with big implications for U.S. oil and gas production, producers, and enablers… 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, …
Read More »As WTI Trades Above $110/BBL (14-Year High!), A Salute To Shale & What Our Readers Do To Further Its Noble Cause…
The world is a mess. The tyranny of an evil man is on full display, disrupting world order, and it won’t be soon forgotten as an uncertain globe witnesses unprovoked civilian devastation from the biggest military action in Europe since WWII. The ripple effects could obviously be profound. As a …
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