Infill Thinking Lifting the O&G knowledge curve
As usual, NOV’s earnings call last week provided detailed color on the oilfield supply chain. CEO Clay Williams always does a good job of taking listeners inside his manufacturing shops around the oil patch.
If there is iron in the oilfield, there’s a good chance at least some part of it was born under NOV’s vast manufacturing roofline. In the past decade, the company has sold $150bn worth of equipment and consumables into the oilfield.
Reading between the lines of Clay’s prose, we can learn alot about operator requirements, contractor competition, and potential growth constraints. In this update, we share 13 hot tickets at NOV that caught our attention and have implications for the industry at large.
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