Infill Thinking Lifting the O&G knowledge curve
Here at Infill Thinking, we don’t forecast the price of oil – we focus on oilfield activity, markets, and companies. But we do regularly talk to some of the best crude oil minds in the business. When they share noteworthy observations, we pass them along.
So when one of these experts mentioned to us last week that he has identified another shoe to drop in the oil markets, our ears perked up. Your garden variety bear cases these days are mostly predicated on rising US tight oil production or OPEC quota failure. When our contact said his warning could drop the price of oil by $10-$20/barrel and has nothing to do with either OPEC or US production, we picked up the phone and called him.
In this update we describe the logic we heard, the counter points we raised, and the expert’s response to our counter points.
Take out a free trial below to see our full update describing a little known risk factor that could blindside the oil markets and lower the global price curve.
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