US drilling rigs jump by 10 in biggest weekly gain in four years, Baker Hughes says
Seeking Alpha ·
The number of oil and gas rigs actively drilling in the U.S. jumped by 10 to 573, the ninth increase in 10 weeks and the biggest weekly increase in rigs since June 2022, Baker Hughes said Friday in its latest
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Baker Hughes reported the U.S. rig count rose by 10 to 573, marking the ninth increase in 10 weeks and the largest weekly rise since June 2022. This sustained increase is interpreted as a signal that oil and gas producers are resuming drilling and expanding capital expenditure, raising the likelihood of higher supply over the coming months. Rig services and equipment companies should see short-term order and utilization momentum, and pipelines/midstream are likely to benefit from increased transportation and storage demand. Conversely, the prospect of rising supply could put downward pressure on international crude prices and increase oil price volatility, producing mixed winners and losers within the energy sector.
상승 영향
- Oil and Gas Exploration & Production (E& — Increased drilling is expected to raise production in the coming months, improving revenues and cash flow and reinforcing E&P companies' ability to expand investment and their share price momentum.
- Oilfield Services & Equipment (OFS) — Higher drilling activity directly increases demand for well services and equipment, improving order intake, utilization and Dayrate, which should boost profitability.
- Pipelines & Midstream — Restarted drilling raises crude and gas transportation and storage demand, likely improving midstream utilization and fee-based revenues.
하락 영향
- Crude oil prices (Brent/WTI, etc.) — Accelerated U.S. drilling will lead to higher supply within months, putting downward pressure on Brent and WTI and increasing the likelihood of price declines.
- Oil-producing countries & oil policy (e. — U.S. supply growth weakens the market control of producers like OPEC, making it harder to sustain high prices and disadvantaging related countries and companies.
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