Tag Archives: investing

This week, we spent some time interacting with executives and senior finance folks from outside our core O&G rolodex… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new …

Importantly as we listened to the oilfield’s commentary around energy transition this quarter, we were struck by the fact that oilfield management teams are optimistic not pessimistic about this. Remember SWOT analysis from business school? The oilfield is looking at energy transition as an “O” not a “T.” There’s a …

It’s still a month until July Fourth, but there are already some bottle rockets being lit in the oilfield. Here’s what the stock market says about the state of things in the oilfield… Login to see the full update… To read this update and receive our research newsletters, you must …

In this update, three charts – one showing the surge of ESG interest in the oilfield and two others explaining why. The data is followed up with in-depth analysis and commentary on sentiment, investment, why it matters, who’s doing what, RFQ impacts, what oilfield niches have big ESG opportunities, and …

Equally as important as the 2019 spending program figures being released this season is the accompanying management commentary. In fact, this is actually more important than the headline numbers in some cases. We discuss what has caught our eye so far in the 2019 planning season and also provide readers …

I can’t think of another time in my career that such a substantial upward move in oil prices was accompanied by so little investor enthusiasm for E&P and OFS stocks. At times over the last 18 months, it’s felt as if the group has collectively traded like a dying industry. …