Oil and Gas Investor sat down with Brian Gambill, managing director, Capital Goods & Equipment, at the Rochester, N.Y. money management firm Manning & Napier.

Gambill is a specialist in the commodities market. He shared some timely thoughts on the price of oil, its impact in producers and drillers and how investors may want to play the oil drilling market.

OGI: How are improved manufacturing technologies impacting price declines for oil and gas drillers?Gambill: Let’s talk about North American gas first. During the last four to five years gas production ...