From memory, it showed NBR and PTEN were the only drillers with additional rigs availible to add. Everyone else was near capacity.
edit : Who has the Deepest Bullpen? As the market continues to tighten, signs of constraint are beginning to show in the form of higher day rates, longer lead times, and possibly the first glimmers of labor shortages. The five largest public land drillers will be the only operators with any additional capacity left to be deployed, with the majority of that capacity lying in the hands of the two largest land drillers. This is particularly noticeable in the adjacent chart, as active utilization levels (number of active rigs vs. rigs currently marketed) are up substantially relative to the same period last year for the top five land drillers. However, as displayed, both Nabors Industries and Patterson-UTI are positioned with the most utilization upside given their excess capacity. In absolute terms, Nabors has worked approximately 280-300 rigs over the past three years, therefore leaving them with approximately 80 rigs that can be deployed into the marketplace with minimal investment. Likewise, Patterson-UTI has worked a little over 300 rigs over the same time frame, leaving them with 80-90 rigs capable of being put into the fold in short order. To a lesser extent, Grey Wolf (GW/$4.23/Strong Buy) with an overall fleet of 127 rigs is almost working near full capacity of marketed rigs and could deploy a few more additional rigs if necessary. At the end of the day, the meaningful excess capacity lies in the hands of the two largest public land drillers, Patterson-UTI and Nabors. It is these two players that have the deepest bullpens and will ultimately dictate overall utilization, while supporting pricing increases.
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