nice acqthe recent ALBERTA govt restriction on oil sands has not affected the sub10K BBL guys, so the rig count is actually up for them as is the price they get for pumping. So that could translate to HWO and in the US I think there is a fair amt of work since the shale plays are rapidly depleting reserves. That said, teh margins are tighter on those operations down there.
If Ghwar is pumping 25% less than the world thought they were capable of, well, there could be a reckoning one day. HWO would be ready for that day