By Paul Sankey
Published on September 1, 2024 at 4:08 PM
We sent you a rather different Thematic yesterday, covering $NESR, the delisted Middle East oil field service player, and the implications of their commentary on record levels of Middle East oil & gas development activity. So just a quick dash through a couple of charts today. Yesterday’s note is especially pertinent to the opening Keynote Speaker at Tuesday’s Barcap conference commencement – SLB, the artist formerly known as Schlumberger. So, plenty of corporate action this …
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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 August 29, 2024 at 9:32 AM
Today oil market gurus Jan Stuart vs Kathleen Kelley as we get a gut check on oil markets to end summer. Register here – Premium Event summer time this afternoon 1pm ET. https://sankeyresearch.com/conference/sankey-strategy-session-jan-stuart-interest-form-2/ LIVE Happy Hour next week drinks for clients during Barcap Week – Wednesday 4th in Midtown from 4pm onwards. I am working on the venue waiting for The Knickerbocker Hotel to get back. RSVP. ~ A quick pre-call gut check on oil …
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