NOV shows the power of segment diversification in oilfield services
NOV’s two segments are going in different directions. The real story is about what this means for the future of OFS. CEO Jose Bayardo summed
February 15, 2026
NOV’s two segments are going in different directions. The real story is about what this means for the future of OFS. CEO Jose Bayardo summed
A question for E&Ps: Is your inventory depth ready for a resource-scarce world? As highlighted in the video, ConocoPhillips CEO Ryan Lance recently noted: “We are
The Krimmel Letter Jeff Krimmel This week’s coverage Venezuela and Others Are Way Below Peak Production Devon-Coterra Merger Creates Strategic Balance ConocoPhillips Signals Continued Spending Cuts E&Ps Are Hesitant about Venezuela. OFS Is Beyond Excited AI’s Path Mirrors the Shale Revolution Volatile Energy Markets Demand Conviction and Humility DOE Coal Orders Show the Politics of Grid Reliability Venezuela Is Not The Only Country Far Below Its Past Production Peak KSG blog post Venezuela…
ConocoPhillips started their earnings release with three clear messages. If you’re in oilfield services, you probably didn’t like what you read. Here are three quotes
Watching AI reshape tech valuations, I keep thinking about 2008-2014. Not in software. In shale. The parallels are striking. ChatGPT was released in late 2022
Venezuela is nearly 3 million bpd below its peak production. But it’s not the only country with a huge production falloff. This topic came up
