能源服务与设备 - 2026 年展望：应对石油过剩-Energy Services & Equipment-2026 Outlook Navigating an Oil Surplus

December 15, 2025 02:04 PM GMT Energy Services & Equipment | North America 2026 Outlook: Navigating an Oil Surplus Into 2026, we see NAm nearing a bottom, growth in int'l onshore driven by OPEC activity & take a more muted view on offshore as efficiency gains moderate upside. Against a challenging oil backdrop, we generally prefer exposure to more defensive & unique revenue streams. HAL to Top Pick, NOV to EW. Key Takeaways With this report, Joe Laetsch assumes coverage of North America Energy Services & Eq ...