capital markets Archives - Infill Thinking https://www.infillthinking.com Lifting the O&G knowledge curve Fri, 20 May 2022 05:57:34 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.9 https://www.infillthinking.com/wp-content/uploads/2016/09/cropped-Screenshot_4-8-32x32.png capital markets Archives - Infill Thinking https://www.infillthinking.com 32 32 Energy Transitioning The Oilfield Out Of A Job?… Not So Fast My Friend… https://www.infillthinking.com/infill-thoughts/energy-transitioning-the-oilfield-out-of-a-job-not-so-fast-my-friend/ https://www.infillthinking.com/infill-thoughts/energy-transitioning-the-oilfield-out-of-a-job-not-so-fast-my-friend/#respond Fri, 12 Mar 2021 15:32:59 +0000 https://www.infillthinking.com/?p=30613 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 lot more to this story… …

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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 lot more to this story…

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1st Look At $70/BBL In The Permian… Spoiler Alert-New Record High Frac Sand Demand! [Chart Of The Day] https://www.infillthinking.com/infill-thoughts/1st-look-at-70-bbl-in-the-permian-spoiler-alert-new-record-high-frac-sand-demand-chart-of-the-day/ https://www.infillthinking.com/infill-thoughts/1st-look-at-70-bbl-in-the-permian-spoiler-alert-new-record-high-frac-sand-demand-chart-of-the-day/#respond Fri, 05 Mar 2021 14:08:58 +0000 https://www.infillthinking.com/?p=30571 Oil price momentum continues. Good news from OPEC yesterday buoyed WTI above $65. What might $70 oil bring for Permian oilfield activity? The data scientists at Lium Research, our affiliate, had actually run the numbers on that very question a week before this latest oil price spike for data clients (which now include Infill Thinking …

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Oil price momentum continues. Good news from OPEC yesterday buoyed WTI above $65.

What might $70 oil bring for Permian oilfield activity?

The data scientists at Lium Research, our affiliate, had actually run the numbers on that very question a week before this latest oil price spike for data clients (which now include Infill Thinking Analyst Plan members). We’ve summarized those findings here…

There’s a lot more to this story…

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What Wall Street Thinks Of The Oilfield Value Chain [2 Charts] https://www.infillthinking.com/quick-thoughts/wall-street-thinks-oilfield-value-chain-2-charts/ https://www.infillthinking.com/quick-thoughts/wall-street-thinks-oilfield-value-chain-2-charts/#comments Tue, 05 Sep 2017 14:26:13 +0000 https://www.infillthinking.com/?p=10358 In this update, two quick charts to illustrate relative Wall Street sentiment divergence across the oilfield value chain. It’s been a rough year for O&G stocks in general, with the OSX index underperforming the S&P 500 by 42% year-to-date. But to really understand how Wall Street views the oilfield value chain, you have to drill …

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In this update, two quick charts to illustrate relative Wall Street sentiment divergence across the oilfield value chain. It’s been a rough year for O&G stocks in general, with the OSX index underperforming the S&P 500 by 42% year-to-date. But to really understand how Wall Street views the oilfield value chain, you have to drill down to the sector level.

We broke an O&G universe of 70 publicly traded companies into 12 sector categories. To show relative Wall Street sentiment by sector, we calculated average short interest (shares shorted as a percentage of float) and year-to-date stock price performance for each segment of the oilfield value chain. These relative strength measures provide insight on sector trends (and how the capital markets view such trends).

There’s a lot more to this story…

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feature photo credit: Wikimedia Commons

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