1 roundtable forum, 3 analysts and 4 sector firms examine the Oilfield Services/Pipelines & Distributors segment in this 45-page report from The Wall Street Transcript.
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Roundtable Forum - Oilfield Services: Neal Dingmann, Wunderlich Securities, Inc.; Mark S. Urness, Calyon Securities (USA) Inc.
Outlook for Oilfield Services: Collin Gerry, Raymond James & Associates, Inc.
Gas Transmission Companies: Nathan Judge, Atlantic Equities LLP
Energy Master Limited Partnerships: Mark L. Reichman, SMH Capital Inc.
CEO Interviews (average 2,500 words): Top management from 4 sector firms examine the outlook for their firm and sector. Firms interviewed include: Cameron International Corporation, North American Energy Partners Inc., Syntroleum Corporation, C.E. Franklin Ltd.
Topics covered: Outlook for oil and gas prices - E&P companies - Severe decline in rig count - Supply/demand factors - Overcapacity problem - Cost-cutting measures - Labor layoffs and shortage of experienced personnel - M&A activity - New technologies - Unconventional gas plays - High technology companies - Natural gas imports from Mexico and Canada - Outlook for LNG imports - Carbon cap & trade proposals - Impact of the stimulus package - Tubular goods segment - Land drillers - Jackup market outlook - Investor interest - Pricing expectations - Stock recommendations
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Companies covered: Schlumberger (SLB); Baker Hughes International (BHI); Halliburton (HAL); Transocean (RIG); Diamond Offshore (DO); Core Labs (CLB); NATCO (NTG); Cameron International (CAM); FMC Technologies (FTI); Tesco (TESO); CARBO Ceramics (CRR); Helmerich & Payne (HP); Arena Resources (ARD); Mariner Energy (ME).


