The end of easy oil is a secular trend that will provide a long-term tailwind for the services industry. However, investors also need to be attuned for short-term downdrafts and updrafts in this cyclical industry as a means of identifying which names are best-positioned to thrive in the current environment.
The biggest trend driving shares of the major oil-field services firms is the divergence between the international and North American market. Whereas reduced overcapacity in certain business lines has led to margin compression in North America, an upsurge in drilling activity has bolstered prices and profit margins in international markets.
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Elliott and Roger on Oct. 29, 2020
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