Tag Archives: offshore drilling

Offshore vs The Permian [Friday Guest Post]

With Brent trading at almost $80/bbl and Permian constraint friction heating up (pipe, diffs, trucks, etc), it feels like it’s time to start getting more constructive on the offshore recovery theme. But can long-cycle deepwater returns ever compete with short-cycle Permian returns again? An expert weighs in for our first …

Read More »

The Reconstruction Of The Jackup Market [Guest Post]

Deepwater attracts most of the attention paid to offshore drilling, but shallow water rig demand has improved recently stirring up some hope that perhaps the jackup segment may offer better relative recovery prospects offshore. We asked Infill Thinking subscriber Liz Tysall (a Senior Rystad Energy Analyst who has been following …

Read More »