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Beyond The Barrel: The Production Playbook

Exxon Mobil's recent earnings showed that boosting production can overcome low oil prices, highlighting a key strategy for success. This creates an investment opportunity in the companies providing the essential equipment and services that make increased oil and gas output possible.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at Aug 1

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

XOM

Exxon Mobil Corp.

XOM

Current price

$109.64

HAL

Halliburton Company

HAL

Current price

$21.60

SLB

Schlumberger Limited

SLB

Current price

$33.05

About This Group of Stocks

1

Our Expert Thinking

Exxon Mobil's recent earnings success demonstrates that increasing production can effectively counter falling oil prices. This strategy shift suggests the energy sector may prioritise operational excellence and higher output over price dependency, creating opportunities for companies that enable this approach.

2

What You Need to Know

This group focuses on oilfield services and equipment companies that provide the essential tools, technologies, and services needed for increased oil and gas production. These firms operate in a specialised sector that could see rising demand as producers adopt output-focused strategies.

3

Why These Stocks

These companies were handpicked by professional analysts for their central role in the oil and gas production value chain. They provide critical drilling services, advanced extraction technologies, and essential hardware that major producers need to ramp up output and maintain profitability.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+92.51%

Group Performance Snapshot

92.51%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 92.51% over the next year.

10 of 16

Stocks Rated Buy by Analysts

10 of 16 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🔍

Strategic Shift in Motion

Exxon's earnings success signals a potential industry-wide move towards production-focused strategies. Companies that enable higher output could see increased demand as this approach gains traction.

📈

Essential Infrastructure Play

These firms provide the critical drilling services and advanced technologies that make increased oil and gas production possible. They're positioned at the heart of the industry's operational excellence drive.

Expert-Curated Opportunity

Professional analysts selected these companies for their central role in supporting higher production output. They represent the specialised firms best positioned to benefit from increased capital spending in exploration and production.

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