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Research, Fundamental

EMEA Oil & Gas Equipment & Services: The Scarcity Advantage

Jeff Lye, CFA, Equity Analyst

26 June 2023

Summary

Saudi and OPEC+ commitments to production cuts, in our view, have a mixed demand impact on Oil & Gas Equipment & Services (OGE&S) as a high-price-but-low-volume oil environment will reduce the chances of unexpected deferment of contracts, yet cap the number of new field explorations.

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Fundamental Equity Research

Gain a comprehensive view of global themes, industries, and companies.

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