Agreed - should also caveat for new readers that drillers will probably go to the likes of the Permian initially and that ATS are relying on the reduction in resource availability in the more mature plays to entice drillers to go elsewhere.
was looking for details of the PE company that had a position in the TMS to see how their drilling is going but being private it's harder to find details. If they prove the concept then ATS benefits also.
$100 Oil by year end?, page-102
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