委内瑞拉产能重启潜力是否能支撑油服股上涨？-US Oil Gas Services and Exploration Production Does the Venezuela Restart Potential Justify the OFS Stock Pop-

A Reasonable Assumption? — When Venezuelan oil production was 2.5–3mmbpd, the country was running 70–80 rigs. Returning to a ~75 rig activity set would point to a (ballpark) ~$10B D&C market (assuming 25–35 wells per rig per year and $4– 5mm per well). The revenue opportunity for the four companies listed above would be (again ballpark) ~25% of the D&C market or ~$2.5B. The artificial lift and chemicals market could be approximately ~$750mm (based upon the size of these markets relative to global black oil ...