23 Trillion Reasons to Invest in These Energy “Pick-and-Shovel” Providers
Upcoming SlideShare
Loading in...5
×
 

23 Trillion Reasons to Invest in These Energy “Pick-and-Shovel” Providers

on

  • 3,567 views

The International Energy Agency’s latest report suggests the world will need to invest $48 trillion by 2035 to meet the world’s energy needs. That will keep companies like National Oilwell Varco, ...

The International Energy Agency’s latest report suggests the world will need to invest $48 trillion by 2035 to meet the world’s energy needs. That will keep companies like National Oilwell Varco, FMC Technologies and Transocean very busy in the coming decades.

Statistics

Views

Total Views
3,567
Views on SlideShare
378
Embed Views
3,189

Actions

Likes
1
Downloads
5
Comments
0

9 Embeds 3,189

http://www.fool.com 3140
http://m.fool.com 22
http://www.barchart.com 11
http://barchartjson.websol.barchart.com 6
http://www.dailyfinance.com 4
http://mockup.www.fool.com 3
http://www.beaumontenterprise.com 1
http://www.mysanantonio.com 1
http://www.greenwichtime.com 1
More...

Accessibility

Upload Details

Uploaded via as Microsoft PowerPoint

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment
  • http://www.iea.org/media/140603_WEOinvestment_Factsheets.pdf
  • http://www.iea.org/media/140603_WEOinvestment_Factsheets.pdf
  • http://www.iea.org/media/140603_WEOinvestment_Factsheets.pdf
  • http://www.iea.org/media/140603_WEOinvestment_Factsheets.pdf
  • http://www.iea.org/media/140603_WEOinvestment_Factsheets.pdf
  • http://www.iea.org/media/140603_WEOinvestment_Factsheets.pdf
  • http://www.nov.com/home.aspx?langtype=1033 and https://www.flickr.com/photos/paxson_woelber/9840005175/in/photolist-fZwAHD-4Qotu7-yvKp2-8kjqMq-bohM6C-6HpMDu-8sDNGA-yvKn5-f7ifV-iwkGaE-4QoGfS-8gXXKS-9VunqS-eDXczW-eDR5rT-4QoC1L-4Qou1U-6M3uWa-aPqRnP-4QoA7q-4QjsBB-4QjeR4-4QjmyP-4Qjo5e-4QoBvQ-4Qoxbo-4QjdpK-4QjkFK-4Qov4C-4Qjn5g-4Qouxu-4QoyFh-4QoxGE-4Qjt6g-4Qjiy6-4QjpXr-4QowD7-4Qot2G-4Qjr1H-4QorAG-4QjrAr-6M3zeK-6M3eVp-6M3xbT-6M7BWE-6M7w6Q-6M3cZg-6M3hxH-6M7yB7-6M3jPi
  • http://seekingalpha.com/article/2170163-national-oilwell-varcos-q1-2014-results-earnings-call-transcript?part=single
  • http://www.fmctechnologies.com/en/NewsandMedia/Mediaresources2/Imagegallery.aspx and http://www.fmctechnologies.com/AboutUs.aspx
  • http://files.shareholder.com/downloads/FMC/3238735516x0x749169/BB6F5627-15AE-48C4-8EAE-64BCA325A154/IR_Book_-_2Q_14.pdf
  • http://www.deepwater.com/investor-relations/news
  • file:///C:/Users/Owner/Downloads/AGM%202014%20FINAL.PDF

23 Trillion Reasons to Invest in These Energy “Pick-and-Shovel” Providers 23 Trillion Reasons to Invest in These Energy “Pick-and-Shovel” Providers Presentation Transcript

  • 23 Trillion Reasons to Invest in These Energy “Pick-and-Shovel” Providers Photo credit: FMC Technologies
  • According to the International Energy Agency, the world needs to invest $48 trillion to meet our energy needs by 2035.
  • Of that amount, $23 trillion will need to be spent on fossil fuel extraction, transportation, and refining. View slide
  • That represents a massive market opportunity for a black-gold rush. View slide
  • That black-gold rush represents a huge opportunity for modern-day energy “pick-and-shovel” companies …
  • … which will supply the industry with the tools it needs to find and extract oil and gas.
  • Here are three excellent “pick-and-shovel” suppliers that are well positioned to profit from the $23 trillion spent on oil and gas.
  • National Oilwell Varco (NYSE: NOV) National Oilwell Varco is a global leader in selling equipment and components to the oil and gas industry. Photo credit: Flickr/Paxson Woelber
  • National Oilwell Varco Position in the industry: • More than 800 worldwide manufacturing, sales and services centers. • Well positioned to profit from supplying four major trends: • Buildout of deepwater rig fleets. • Buildout of floating production systems to produce deepwater discoveries. • The retooling and replacement of jackup fleets. • Growth of unconventional shale technologies.
  • FMC Technologies (NYSE: FTI) FMC Technologies is a leading global provider of technology solutions for the energy industry, with a focus on subsea technologies. Photo credit: FMC Technologies
  • FMC Technologies Position in the industry: • 43% market share in subsea systems. • More than double its nearest competitor. • Responsible for 66% of FMC Technologies’ revenue. • Strong customer relationships that will yield visible growth for the next five years. • Growing its surface-technologies business to focus on shale development.
  • Transocean (NYSE: RIG) Transocean is a leading global provider of offshore contract drilling services. Photo credit: Transocean
  • Transocean Position in the industry: • Premier position in the ultra-deepwater market. • Position continues to strengthen through its new- build program that’s adding 14 additional high specification vessels. • Largest fleet of high specification and midwater floaters. • Massive revenue backlog of $26.1 billion that extends well into the next decade.
  • Investor takeaway: With $23 trillion being spent to supply the world with energy through 2035, there will be endless profit opportunities for “pick-and-shovel” companies such as National Oilwell Varco, FMC Technologies, and Transocean. Photo credit: Transocean
  • OPEC’s Worst Nightmare.