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22.04.26 - 04:27
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Halliburton Sees First Signs Of Life In America′s Oil Patch: "We Are In Early Innings" (ZeroHedge)
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Halliburton Sees First Signs Of Life In America's Oil Patch: "We Are In Early Innings"
An emerging theme we are focusing on is the early stage of a major capex upcycle in America's oil patch, with even Goldman now moving in that direction and forecasting a boom that could echo the industry's expansion cycle of the early 2000s.
Continental Resources CEO Doug Lawler was the first of the major oil patch players to mention in early April that "Continental is increasing our capital budget, which will increase production."
Now, another giant of the oil patch, Halliburton, a major supplier of the gear, crews, and services that keep drilling and fracking going, reports new signs of life in oilfield activity across North America.
"While these calls are not for committed crews, they do suggest incremental demand is building in spot markets with smaller operators. This is the leading edge of capacity tightening. While we are in the early innings, in my view the setup for No...
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21.04.26 - 22:36
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Goldman Sachs Aktie: Kaufen? (Aktiencheck)
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New YorkKulmbach (www.aktiencheck.de) - Goldman Sachs-Aktienanalyse von "Der Aktionär":
Fabian Strebin vom Anlegermagazin "Der Aktionär" nimmt im Interview mit "Der Aktionär TV" die Aktie von The Goldman Sachs Group Inc. (ISIN: US38141G1040, WKN: 920332, Ticker-Symbol: GOS, NYSE-Symbol: GS) unter die Lupe. [mehr]...
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