Infill Thinking Lifting the O&G knowledge curve
A dramatic run up in the Saudi Arabian rig count preceded the OPEC November 2014 decision to become a price taker and defend market share. This of course triggered the biggest collapse in US drilling history.
The decision to extend OPEC quotas in May was in fact predicted by just the opposite – drilling fortunes have reversed. Full analysis of the Saudi / US drilling relationship as well as observations on the broader international markets in this update.
There’s a lot more to this story…
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