BXE  will  also  benefit  from  the  pricing competition  as   the   drillers  compete  each  other ....a  lot  of  former  nat  gas  drillers  have  switched    to  oil  drilling  lately....this  helps  the  operators a  lot  according  to the   recent   article  of  SeekingAlpha  below

 

http://seekingalpha.com/article/937211-value-and-growth-go-hand-in-hand-in-the-drilling-market

 
 
 
The  author  mentions  PES (Pioneer  Energy  Services)   but  this  applies  to  all  the  drillers.