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Tiger01

07/09/23 10:11 AM

#7483 RE: smith199 #7482

Thank you, Mrs. Smith.

One more thing to add. I was headed home from a fishing trip in Cocodrie (S. Louisiana on the GoM) a couple of weeks ago and I passed one of PHI’s bases in Houma, LA. For those of you who are not familiar with PHI, it originally stood for Petroleum Helicopters Inc. They are based in Lafayette, LA and are the largest provider of helicopter services to the energy industry in the GoM. They primarily ferry workers to and from drilling and production platforms. The Houma base had a parking area for cars that was probably 3-4 acres in size. I didn’t see one empty space. It was absolutely filled to capacity. Even my friend commented on the correlation between the number of worker’s vehicles and O&G activity in the gulf. Nothing statistical here but I thought the observation was relevant to this discussion. Have a great week everyone!

spec machine

07/10/23 9:40 PM

#7489 RE: smith199 #7482

That’s an excellent summary and some key data points

Data, analysis, and observations

All spot on

spec