In this episode of Energy Research Brief, we cover the following topics: I spent a day doing market-focused strategy work with Jereh’s Sales teamFoundations of Energy: GE Vernova’s stock is booming as the world increasingly electrifiesUS crude oil and product inventories are rising and may soon set a four year-recordPermian rig counts continue to fall, but the rest of the US has been resilientChina's economy is slowing, with important impacts on global oil demand and oil pricesThe easiest way...
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In this episode of Energy Research Brief, we cover the following topics: I spent a day doing market-focused strategy work with Jereh’s Sales teamFoundations of Energy: GE Vernova’s stock is booming as the world increasingly electrifiesUS crude oil and product inventories are rising and may soon set a four year-recordPermian rig counts continue to fall, but the rest of the US has been resilientChina's economy is slowing, with important impacts on global oil demand and oil pricesThe easiest way...
Halliburton, Baker Hughes and Chart, oil oversupply
Energy Research Brief
19 minutes
2 weeks ago
Halliburton, Baker Hughes and Chart, oil oversupply
In this episode of Energy Research Brief, we cover the following topics: Halliburton is reducing prices and idling equipment as the OFS storm intensifiesBaker Hughes plans to buy Chart. Is this the beginning of the end of Baker Hughes as an OFS company?Foundations of Energy: Oil prices and oil market fundamentals are telling different storiesThe easiest way to find Jeff is on LinkedIn at https://www.linkedin.com/in/jeffkrimmel/ You can also send him a note through the Krimmel Strategy Group w...
Energy Research Brief
In this episode of Energy Research Brief, we cover the following topics: I spent a day doing market-focused strategy work with Jereh’s Sales teamFoundations of Energy: GE Vernova’s stock is booming as the world increasingly electrifiesUS crude oil and product inventories are rising and may soon set a four year-recordPermian rig counts continue to fall, but the rest of the US has been resilientChina's economy is slowing, with important impacts on global oil demand and oil pricesThe easiest way...
