In this episode of the WTR Small Cap Spotlight, WTR Managing Director for Natural Resources Jeff Robertson joins Tim Gerdeman to assess the second half of 2026 and early 2027 budget outlooks for the U.S. energy sector. The conversation covers how producers are managing continued oil price volatility driven by the Iran conflict and Strait of Hormuz disruptions, with WTI averaging $81.25 in Q3 and futures pointing toward the low $70s through 2027.
Robertson walks through WTR's oilfield services coverage, addressing Select Water Solutions' water infrastructure margin expansion story, DNOW's MRC integration progress and path to $350 million EBITDA, and international opportunities for National Energy Services Reunited and Forum Energy Technologies across the Middle East, Argentina, and Venezuela.
The episode also covers WTR's U.S. producer universe, including Riley Exploration Permian, Ring Energy, HighPeak Energy, Evolution Petroleum, Prairie Operating, and W&T Offshore, as well as Africa-focused Meren Energy and VAALCO Energy, where development drilling campaigns in Nigeria, Gabon, and Cote d'Ivoire are positioned to drive production growth into 2027.
Robertson closes with takeaways from the EnerCom Conference and a preview of the WTR Virtual Insights Conference on September 22 to 23. For additional content, visit www.watertowerresearch.com.
Podden och tillhörande omslagsbild på den här sidan tillhör
Water Tower Research. Innehållet i podden är skapat av Water Tower Research och inte av,
eller tillsammans med, Poddtoppen.
