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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Published on August 1
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.
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.
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.
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.
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.
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.
Interpretation of the basket's market capitalisation and investor takeaways.
XOM: $480.51B
HAL: $21.52B
SLB: $50.08B
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Part of Exinity Group 2015, serving over a million customers globally.
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+21.89%
On average, analysts expect assets in this group to grow 21.89% over the next year.
11 of 16 assets in this group are rated Buy by professional analysts.
