Infill Thinking reader Ron Davis wrote in with a great excerpt on the offshore drilling outlook. As we start to think more about a potential inflection point in deepwater, we felt the thoughts he shared were worth printing in full… There’s a lot more to this story… Login to see …
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 »When It Comes To Managing Drillship Effective Supply, Contractors Are Playing A Game Of Convict Poker [Guest Post]
Each Friday in June, we are passing the keyboard to one of our readers to share perspective from the field. This week, Ron Davis weighs on on a classic business conundrum in deepwater. The drilling contractors have, in an effort to downplay the daunting oversupply (and possibly drive down distressed …
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