On the Road with Goldman Sachs European Edition

This report discusses findings from recent industry meetings, specifically regarding a resurgence in oil exploration and capital expenditure. Analysts highlight increased activity in the oil services space, supported by Equinor's recent capex commitment.

Key Takeaways

• 1.There are growing signs of life in capital expenditure (capex) and a renewed focus on exploration within the energy sector.
• 2.Equinor's Capital Markets Day indicated a $1bn capex step-up to accelerate production growth.

Table of Contents

• Topics
• Speaker
• Moderator
• Related Research
• Previous Editions
• Global Market Intelligence
• Resource Corner
• Macro Publications & Features
• Micro Publications & Features
• Listening in at Goldman Sachs
• Disclosure Appendix

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