Research Question: Which technology companies, service providers, or operators stand to benefit most under current oilfield market conditions? Companies: AROC, CRK, EXCE, HP, NBR, PDS, PSYTF, SDPI, SLB, SOI, SWN, TTEK By: Janis Johnson Click here to download report (.pdf) Highlights Helmerich & Payne Inc. (HP) is benefiting from its new relationship with Galileo Technologies […]
Research Question: Which oilfield service providers or drilling technology companies stand to benefit most under current market conditions? Companies: CAT, EOG, FANG, HAL, HP, LBRT, LNG, NBR, NOV, PTEN, PXD, RNGR, SLB By: Janis Johnson Click here to download report (.pdf) Highlights S. oilfield sources agree that capital spending in the U.S. in 2022 […]
Research Question: Has the situation in Russia and Ukraine caused U.S. oilfield capex to rise to accommodate the loss of production from that region? Are other regions increasing oilfield activity? Which companies are benefiting? Companies: BKR, DO, HAL, NE, NBR, NESR, NEX, PTEN, RIG, RNGR, SLB By: Janis Harrington Click here to download report (.pdf) […]
Research Question: How will the Russia-Ukraine situation affect various oil-producing regions, including capital spending in the U.S. oilfield? Which companies are likely to benefit the most? Companies: BKR, CAT, CMI, HAL, HP, LBRT, NEX, PTEN, PDS, RNGR, SLB, SLCA, WFRD By: Janis Johnson Click here to download report (.pdf) Highlights Oilfield sources said supply chain […]
Research Question: What are the expectations for oilfield or green-power spending in 2022 compared to last year? Which companies are likely to benefit the most? Companies: BKR, BW, ECL, HP, LBRT, NBR, PDS, PTEN By: Janis Johnson Click here to download report (.pdf) Highlights E&P capital expenditures in 2022 are expected to grow in […]
Research Question: With oil & gas prices rising again, are E&P companies making revisions to year-end 2021 oilfield spending? What are early indications of 2022 capex? Companies: HAL, HP, LBRT, NBR, NEX, PDS, PTEN, SOI, SLCA, USWS Click here to download report (.pdf) Highlights Capital expenditures for oilfield services in Q4 ’21 have increased […]
Research Question: Will Equitrans Midstream successfully navigate its remaining legal, political, financial, and contractual challenges and complete the Mountain Valley Pipeline? Companies: D, DUK, ED, ETRN, NEE, RGCO By: David Franklin Click here to download report (.pdf) Summary of Findings Equitrans Midstream Corp.’s (ETRN) Mountain Valley Pipeline (MVP) continues to face a labyrinth of […]
Research Question: Which oilfield activity is ramping in early 3Q in concert with mid-year increases in capex? Which oilfield service companies are benefiting or losing? Companies: HAL, HP, LBRT, NBR, NEX, NOV, PDS, PTEN Click here to download report (.pdf) Highlights There has been no abatement in 3Q21 E&P capital expenditures, even considering the recent […]
Research Question: Has the recent surge in COVID-19 cases or any other issues caused 2021 oil patch business plans to change? Companies: CAT, CMI, NOV, NUE, SLB, TS Click here to download report (.pdf) Highlights While attendees at two trade shows recently held in Houston were generally optimistic about commodity prices and market conditions, a […]
Research Question: With oil prices rising quickly and the push for green power becoming more prevalent, which oilfield service companies are leading in innovation and are any companies lagging? Companies: APD, BKR, HAL, HP, LBRT, NBR, NEX, NOV, PDS, PTEN, SLB, SOI, TYO:6752 Click here to download report (.pdf) Highlights New innovations in rig contracting […]
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