Sector Financial Analysis

In-depth financial analysis of the oil company and oilfield service sectors for senior management, updated quarterly and delivered as a PowerPoint deck. Operator and OFS investment is increasingly limited both by the ability to generate internal cash flow and the competition with the need to improve shareholder returns and reduce leverage. Going forward, lack of access to outside capital by oil industry firms is expected to worsen by the expansion of ESG-related policies impacting debt and equity markets.