Hercules Offshore (NASDAQ: HERO) is a company in the right place at the right time. Its jackup rigs in the Gulf of Mexico give it just the right positioning to take advantage of the major shift in the industry away from natural gas and toward liquids like crude oil. But is this a short-term advantage, or will investors want to stay with Hercules for the long run? In this video, Motley Fool energy analyst Joel South takes a look at Hercules' assets and its backlog, and gives us a picture of just what this company looks like on a longer time scale.