Infill Thinking Lifting the O&G knowledge curve
Helmerich & Payne’s FlexRig3s have made the company the best-in-class US land driller for a decade. Ask any analyst who the best land driller with the best fleet is and they’ll say H&P almost unanimously.
But will that always be the case?
Now for the first time in a decade, management is having to answer questions about the continued relevance of its 217 FlexRig3s and 78 FlexRig4s. The company is still running more rigs in the Lower 48 than anyone else today, but questions are arising as to how long this will be the case. Here’s a look at why…
There’s a lot more to this story…
Login to see the full update…
To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please email us to discuss our current subscription options at [email protected]. (Current members login here.)
Members get:
- Exclusive research update newsletters
- High-caliber, data-driven analysis and boots-on-the-ground commentary
- New angles on stories you’ll only find here
- No advertisements, no noise, no clutter
- Quality coverage, not quantity that wastes your time
- Downloadable data for analysts
Contact us to learn about signing up! [email protected]
