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 »
Who Is Frac’ing Federal Land?
Biden hits the pause button on new Federal land hydrocarbon exploitation. Now what? We’ve got a dose of data-driven context here… 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 …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 …Read More »
Korean OCTG Anti-Dumping Ruling Lacks Bite. Boiling It All Down, Here Are The Policy Change Takeaways For Buyers And Sellers
Policy whiplash continues in OCTG, but it appears to be about done now. With quotas and tariffs now seemingly set, the OCTG market can finally begin plotting its own course this year. We add up the pros and cons from recent policy changes from both buyer and seller perspectives. …Read More »