Back to Intelligence
#oilfield-services
(3 articles)Shipping & Freight
ModerateMay 11, 2026NOV Q1: Logistics Strain Squeezes Margins as Backlog Holds
National Oilwell Varco (NOV), a major supplier to the energy sector, disclosed in Q1 results that elevated logistics costs are creating margin pressure across its operations. The company maintains a s
Sahm#logistics-costs#supply-chain-margins#nov-earnings
Shipping & Freight
ModerateMay 7, 2026NOV Q1: Logistics Strain Squeezes Margins Despite Strong Backlog
National Oilwell Varco (NOV), a major oilfield services and equipment supplier, reported first-quarter results revealing significant logistics and transportation strain that is pressuring profit margi
simplywall.st#nov-earnings#logistics-costs#margin-pressure
Risk & Disruption
High ImpactApr 24, 2026SLB Faces Supply Chain Costs From Iran Disruption
Schlumberger (SLB), a major oilfield services and equipment provider, is navigating elevated supply chain costs stemming from geopolitical tensions related to Iran. The company disclosed during a rece
marketscreener.com#iran-sanctions#supply-chain-disruption#geopolitical-risk
