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 …
Read More »Sharing Our Cheat Sheet For 1Q17 Reporting Season: Key Themes For 8 Oilfield Sectors
Earnings season begins Friday morning. Here’s our cheat sheet of just the most important themes and trends to listen for as management teams discuss the outlook. We’ve broken down the cheat sheet by US onshore E&P, majors, completion service providers, frac sand miners, onshore drilling, offshore drilling, and diversified oilfield services, …
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