It appears that deepwater markets in the Gulf of Mexico and the North Sea are just beginning their production ascents. Recent reports hint at record spending growth in the North Sea, and fundamentals in the Gulf of Mexico have eclipsed their pre-Macondo levels. It appears energy bulls better learn to swim because these are the new frontiers. In order to capitalize on this spending while eliminating some of the risk incurred by the exploration and production companies, the drillers that Motley Fool energy analysts Taylor Muckerman and Joel South discuss below could be great ways to invest in this potential earnings tidal wave.
Follow @t_Muckerman Taylor is an Associate GM in our Fool International operations. Prior to that he covered all things Energy + Materials as an analyst. Over the years, he has built an investing skill set to rely on when evaluating companies inside and out. While at the Fool, he has made appearances on CNBC and Fox Business. In addition, he completed his MBA at the University of Maryland and will sit for the Level II CFA Exam.
- Mar 1, 2013 at 11:32AM
- Energy, Materials, and Utilities