Insights

Our take on the latest trends and activity in the world of finance, technology, and beyond.

August 15, 2018

Understanding Reactions to the Volatility Surrounding the Permian Oil Basin

In the oil and gas markets, both Wall Street and Main Street participants float in volatile waters. Cyclical cross-currents can whip market direction 180 degrees in […]
May 16, 2018

Does Blockchain Have a Future in the Oilfield?

There’s a lot of buzz about blockchain these days, especially after the recent Davos conference, where world business leaders talked about the technology’s potential to revolutionize […]
March 6, 2018

Optimism Prevails Across the Oilfield Marketplace

In a previous AlphaSense blog post, I wrote that the outlook for the U.S. onshore industry in 2018 was solid. Since then, weather and supply chain […]
December 22, 2017

2018 Shale Growth Outlook: Solid

In 2018, the U.S. onshore oil industry will enter a third year of recovery. The industry has learned a great deal about how to do more […]
September 29, 2017

To Build or Not To Build? That is the Fracing Question

The U.S. shale business has been in recovery mode since May 2016. Key to this business is hydraulic fracturing, or “fracing,” as it appears in industry […]
August 7, 2017

The Oil Bull Market Case That No One is Talking About … Yet

Behind the scenes of this bearish oil market, there is a powerful bull case brewing. It might be a year or two before the talking heads […]
June 9, 2017
What's the fracking problem with over drilling?

The Fracking Problem with Over Drilling

In June 2016, activity in the U.S. onshore oilfield hit rock bottom. [1] The drilling recovery that has played out since then is the sharpest in […]
March 8, 2017
Inflation fears return to the oilfield

Inflation Fears Return to the Oilfield

In a previous AlphaSense blog post, I wrote that U.S. oil executives were preparing to grow their organizations again. Since then, a half-dozen private hydraulic fracturing […]
January 10, 2017
U.S. Oilfield Service welcomes inflection after 2 years of contraction

U.S. Oil Industry Welcomes Cyclical Inflection After 2 Years of Contraction

Oilfield service firms have been through the wringer for the past two years. That is changing now, and it is changing fast. Where We’ve Been Companies […]