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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By Paul Sankey
Published on August 26, 2024 at 7:38 PM
With so many major oil & gas companies and clients heading to Pebble Beach this week, and Barcap in Manhattan next week, we thought it would be helpful to provide “Questions for Management”. Traditionally these notes are 20 pages long, brutal to write, stretching for specifics/filler, and arguably don’t help you cut to the pay zone. Here are questions for management in 250 words. While we think of oil & gas in this context, many …
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