Tag Archives: nov

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 …

There is optimism in NOV’s tone again. In this update, we share the very latest on their orders and outline what they are seeing from customers in terms of inquiries, needs, and technology demands as pockets of newbuilding return for the firs time in over two years… There’s a lot …

It’s been a busy 24 hours. Since Wednesday morning, a dozen upstream management teams have provided business outlooks via quarterly conference calls. While drinking from this information firehose, we’ve been logging the highlights. In this post, we dissect the eight most interesting things we took away for the oilfield business at …