oil and gas industry
3 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Mar 20, 2019 by Luther Birdzell · across every show →
Everything said about oil and gas industry, oldest first
Mar 20, 2019
Apr 23, 2021 negative
Upstream oil operations still rely on physical grease sheets for data
“They were using grease sheets and paper to be able to drive millions, if not billions of oil production data from the place of where the oil is produced to the office space. So your entire inventory and production and everything else is run on grease sheets an…”
Apr 23, 2021 positive
Murthy: Oil Operators Must Prove Free Cash Flow and Operational Tech Efficiency
“So what the market is now saying to the industry is, Hey, look, You can't just do production. You need to show me free cashflow. You need to be able to demonstrate operational efficiency, which means what you can't just, when the oil price goes down, just, you…”