ISI International Strategy & Investment

Oil Services & Equipment

Cole Sullivan, CFA
Cole Sullivan, CFA

Associate Managing Director
Daniel Cruise
Daniel Cruise

Associate Managing Director

ISI’s Oil Services & Equipment

L to R: Cole Sullivan, Daniel Cruise,
David Cheng

Coverage Universe

ATW

BAS

BHI

CAM

CJES

DO


DRQ

ESV

FTI

GLF

HAL

HERO


HOS

HP

KEG

NBR

NE

NOV


OII

OIS

PACD

PES

PTEN

RDC


RES

RIG

SDRL

SLB

SPN

TCW


TDW

WFT

 

 

 

 

ISI’s Oil Services & Equipment (OFS) Team provides fundamental investment research on Oil Service and Equipment companies. The team is comprised of Cole Sullivan (offshore drilling & offshore supply vessels), Daniel Cruise (Large Cap & North America Service), and David Cheng. They provide detailed industry and company research on the entire oil services industry, including key subsectors such as Large Cap Oil Service, Offshore and Onshore Drilling, Offshore Transportation and Small/Mid Cap Oil Service.  The OFS team’s goal is to provide detailed, value added research with a solid macro view of each oilfield services sub-sector, insightful data points and channel checks from our industry contacts, as well as a full offering of customized industry data.

Utilizing extensive industry knowledge as well as leveraging corporate and industry contacts, the OFS team provides proprietary forecasts of industry demand drivers such as global offshore and onshore rig count forecasts and total offshore and onshore oilfield service spending.  The team also does exhaustive bottoms-up net asset value (NAV) work for the offshore and onshore drilling industries.