By Paul Sankey
Published on August 31, 2024 at 12:53 PM
Quote in this note: “this is the first time that the Middle East has more rigs than the United States. And it’s not now more, it’s almost double.” We were very interested in the quarterly report of a delisted SPAC international oilfield service (OFS) company this past week. So interested, that we wrote you a thematic today on NESR (National Energy Services Reunited) vs ExxonMobil. We found NESR’s results call to be a terrific refresher …
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By Paul Sankey
Published on June 6, 2024 at 9:23 AM
Tonight on Happy Hour – 4pm ET – Johannes (Jan) Stuart serves as global energy strategist at Piper Sandler. A self-described oil-geek, Stuart and his team take a micro-fundamentals approach to energy analysis and forecasting – which frequently lands them away from consensus. Previously, Stuart spent 11 years in sell-side research, building leading energy-macro franchises at Credit Suisse, Macquarie and UBS. He was a journalist for much of the nineties and started his career at …
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By Paul Sankey
Published on June 5, 2024 at 10:25 AM
Very hopeful next week on Happy Hour to have Rob West, who has been absolutely crushing the energy-to-AI theme at his independent research firm Thunder Said Energy. Subject to final confirmation. This week – tomorrow, Thursday June 7th, Jan Stuart is Happy Hour guest, oil market guru. As we digest OPEC+ latest meeting and the lurch lower in oil prices, subsequent to the meeting outlining the plan for returning OPEC+ cuts to the market over …
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