Joseph Triepke

joseph

Company

Infill Thinking


Website

https://www.infillthinking.com


Bio

At Present:
Founder and principal research analyst at InfillThinking.com. I created Infill Thinking because I couldn’t find analytical reporting that helped me do my job when I was a Wall Street analyst following O&G. There’s much being written about the same old shallow oilfield stories. But it’s almost impossible to find unbiased oilfield updates from an experienced voice in a clean format. Infill Thinking is here to provide reliable and thoughtful oilfield business analysis that really matters. No ads. No clutter. No noise.

Infill Drilling (verb): drilling new wells between old wells to lift an oilfield's production curve.

Infill Thinking (verb): closing thought gaps in traditional reporting to lift the oilfield knowledge curve.

My Background:

Extensive experience in the oil and gas industry with a work history focused in corporate finance. I have a background in institutional investing developed through positions held at a hedge fund and in the equity research groups of several investment banks.

Subject matter expertise in the oilfield service industry includes an in-depth knowledge of the competitive landscape, cyclical and structural trends, corporate strategy, and business fundamentals, as well as familiarity with a broad array of drilling and drilling support technologies.


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A December To Remember – The Biggest US Drilling Gain In Three Decades

US land drillers sent 2016 packing with a bang. Since May, the drilling recovery has looked exceptionally strong on a percentage basis. The December trend looked exceptionally strong on an absolute basis too with 65 US rigs returning to work. December 2016 delivered the best absolute rig cou ...

Joseph Triepke - Infill Thinking


Posted 2 years agoOpinion > Rig CountDrillingShale +1

'Last Mile Logistics' Could Be A Choke Point Early Next Year

Global oil market events in late-2016 all but guarantee that the Lower 48 oilfield recovery will gather steam in early-2017. As the upstream supply chain tightens early in the new year, weaker links in the onshore supply chain will be exposed. We recently identified four potential choke points tha ...

Joseph Triepke - Infill Thinking


Posted 2 years agoOpinion > completionsShaleFracking +2

On OPEC Day, US Operators Focused On Making Better Wells Instead

While the rest of the world focused on OPEC on November 30, US operators were focused on making their tight oil wells more effective with cutting edge innovation. I spent OPEC day in Houston with 35 senior US completions executives at the Darcy Completions Forum , squarely focused on emerging tech ...

Joseph Triepke - Infill Thinking


Posted 2 years agoOpinion > completionsFrackingTechnology +2
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