Infill Thinking Lifting the O&G knowledge curve
Earlier this week we outlined 10 key debates that will commence as soon as the oilfield market bottoms. How will we know when the bottom is here? On what kind of stage will these debates play out? What are reasonable expectations for oilfield activity when the floor is reached?
In this post we outline our “bottom of the market” expectations for everything from E&P capex to frac crews to rig count to frac sand to OFS pricing to counterparty risk, etc…
We hope we are wrong about how far activity will fall, but hope is not a strategy. We believe Infill Thinking members should brace for the following worst case scenario laid out below by June / July…
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