05
Oct
In The Wrap So Far 1) Wrap table 2) A look at declining gas drilling with a comparison to natural gas 3) Dry Bulk Shippers 4) Refiners U.S. Natural Gas Rigs Fall Below Year Ago Levels. According to Baker Hughes the n umber of rigs drilling for gas in the U.S. fell to […]
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05
Oct
We've been spending quite a bit of time delving through some areas normally ancillary to the site in the last two weeks including dry bulk shippers, tankers and rails. We've also been taking a hard look at the refiners, harder than the street is I'll bet given the black and white, hot and cold nature […]
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05
Oct
Land rig operator Nabor's (NBR) warned over 3Q profits this morning due to weaker than expected rig activity. Shouldn't be much of a surprise but should also set a weak tone in service, including the list of onshore drillers from yesterday's post and names like (BHI) and even and shallow water operators like (ESV). Nabor's […]
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