The offshore drilling market is starting a comeback after the worst downturn in a generation (if not the worst ever). While dayrates are still barely keeping the contractors afloat, tender activity and utilization appear to be headed out of a trough. Bright spots in a few areas appear to be …
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Since New Year’s Day, ~40 fresh IR decks have hit the wires from the O&G industry… and that doesn’t even include downstream or midstream. The presentation dump came ahead of the year’s first significant O&G investor conference this week. We have cherry-picked the following datapoints with 2018 implications from public …
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The US onshore rig count increased another 19 rigs to 689 running last week. All of this activity coming back means rigs are being moved out of the yards and into the field. This creates a veritable boom for rig movers. We uncovered some proprietary market intelligence on rig moves …
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Infill Thinking Lifting the O&G knowledge curve
