How Much Longer Will This Be An Unfair Recovery? The International Outlook Is Being Walked Back.

US tight oil activity continues to recover in a global vacuum.

Since the US rig count bottomed in May 2016, international onshore drilling is essentially flat and offshore activity is down 14%.

How much longer will this be the case? We share some important charts and describe how the outlook has changed recently in this update. You’ll read about how executives are walking back the outlook and see the medium-term bull case in this update.

There’s a lot more to this story…

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