Natural Resources >> Analyst Interviews >> February 6, 2012

Demand Growth For Deepwater Drilling Services To Outpace Supply – Scott Gruber – Sanford C. Bernstein & Co., LLC

Gruber, Scott
Scott Gruber, CFA, is a Senior Research Analyst for Sanford C. Bernstein & Co., LLC, and he covers U.S. oil services. He joined Bernstein in 2004 as a Research Associate on the energy team before taking on the primary coverage of oil services in 2009. Mr. Gruber was voted the Best Up and Comer Analyst within his sector in Institutional Investor's All-America Research Team poll in 2010. In 2003, he graduated with honors from the economics department at Princeton University, where he minored in environmental studies. Profile
TWST: When you last spoke to us in June, you were generally bullish on the oil sector. Is that still your overall view?

Mr. Gruber: Our view has become less constructive. What we see today is that