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 …
Read More »Macro Meltdown, But OFS May Be Best House In Bad Neighborhood! [Charts Of The Day]
Capital allocators have a tough job right now as the market focuses intently on discounting bigger risks into assets: inflation is terrible, more Fed rate hikes are coming, and recession fears loom large. Here are some reasons why we are still optimistic about oilfield investments. There’s a lot more to …
Read More »Oilfield Equity Bottle Rockets [Chart Of The Day]
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 …
Read More »Why Is ESG Trending In O&G? Follow The Money, But Remember HSE & Societal Value Predate The Trend In O&G
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 …
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