Service company earnings: Infrastructure shifts, e-fleets, and Latin American growth
In this episode of the Oil Markets Podcast from S&P Global Energy, host Jeff Mower dives into first-quarter earnings from major oil and gas service companies, including SLB, Baker Hughes, and Halliburton. Joined by S&P Global editors Binish Azhar, Sheky Espejo, and J. Robinson, the panel explores the sector's strategic pivot toward energy infrastructure and generation amid geopolitical uncertainties.
Why are US shale producers still focused on completions despite high oil prices? How are surging diesel prices and record-low natural gas prices at the Waha hub driving the industry shift from…
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