Oil & Gas

Created by Rohit Chorghe, Modified on Mon, 17 Aug at 6:06 PM by Rohit Chorghe

The oil and gas industry involves the exploration, extraction, refining, transporting, and marketing of petroleum (crude oil) and natural gas.

Often termed the petroleum industry, it is usually divided into three major segments:

  • Upstream (locating and producing oil/gas)
  • Midstream (transporting and storing)
  • Downstream (refining into fuels and chemicals, and distribution to consumers)

Oil & gas remains one of the largest global industries, fueling transportation, heating, electricity generation, and providing feedstock for petrochemicals.


Quick Industry Match Guide

Industry TierCompany TypesExamples
Tier 1: Prime Operators & Integrated MajorsExploration & production firms, refiners, integrated energy companiesExxonMobil, Saudi Aramco, Chevron, TotalEnergies
Tier 1-2: Major Systems IntegratorsPipeline operators, LNG shippers, refining processorsKinder Morgan, Enbridge, Phillips 66, Cheniere Energy
Tier 2-3: Component & Specialized SuppliersDrilling contractors, oilfield service providers, equipment manufacturersTransocean, Schlumberger, Halliburton, Baker Hughes
Tier 3: Raw Materials & FeedstockGeophysical survey providers, chemical extractant suppliers, seismic data firmsION Geophysical, BASF (drilling fluids), CGG (seismic imaging)

Oil & Gas Supply Chain Stages: Quick View Table

Supply Chain StageTier 3: Raw Materials & FeedstockTier 2-3: Component & Specialized SuppliersTier 1-2: Major Systems IntegratorsTier 1: Prime Operators & Integrated Majors
Description & Key ActivitiesInitial exploration and site preparation for hydrocarbon detection. Activities include seismic surveys, geological modeling, and permitting to identify viable reservoirs. Disruptions here (e.g., regulatory bans) affect all downstream extraction and production.Providing equipment and services for well development and maintenance. Activities include rig mobilization, casing installation, and frac sand supply with safety testing. This stage supports modular operations with just in time logistics for remote sites.Extracting, transporting, and initially processing hydrocarbons. Activities include field operations, pipeline routing, and LNG liquefaction with flow assurance. This mid-stream stage bridges production to refinement, often involving joint ventures for large fields.Full-cycle operations from exploration to retail distribution. Activities include reservoir management, refinery optimization, and branded fuel marketing. End stage risks include price volatility or geopolitical supply cuts.
Expanded Company TypesSeismic data acquisition providers (e.g., 3D/4D imaging)
Drilling fluid and chemical suppliers (e.g., muds, lubricants)
Geophysical tool fabricators (e.g., sensors, software for modeling)
Environmental assessment contractors (e.g., baseline studies)
Drilling rig contractors (e.g., offshore jack-ups)
Well completion service providers (e.g., cementing, perforating)
Fracturing and pumping specialists
Equipment rental firms (e.g., pumps, valves)
Gas processing plant operators (e.g., dehydration, compression)
Pipeline and storage terminal managers
LNG liquefaction and shipping coordinators
Offshore platform integrators (e.g., FPSO vessels)
E&P field developers (e.g., onshore shale plays)
Refinery and petrochemical complex operators
Retail fuel station networks
Integrated super-majors (e.g., well-to-wheel)
ExamplesION Geophysical (seismic data processing), BASF (mud additives), CGG (marine seismic vessels), Fugro (geotechnical surveys)Transocean (deepwater drillships), Halliburton (frac fleets), Liberty Oilfield Services (hydraulic fracturing), NOV (drilling tools leasing)Cheniere Energy (LNG export terminals), Kinder Morgan (interstate pipelines), Enbridge (crude oil transport), SBM Offshore (floating production storage)ExxonMobil (Permian Basin E&P), Phillips 66 (Gulf Coast refineries), Chevron (retail stations), Saudi Aramco (full integrated chain)

Oil & Gas Sub-Sectors

These sub-sectors break down the industry into focused areas. Select the one(s) matching your company's core operations.

Company categories have been expanded with additional functional details (e.g., specific roles like drilling vs. completion) for clarity.


1. Upstream (Exploration & Production)

Activities related to discovering oil and gas deposits and extracting them from the ground. This includes geological surveys, drilling wells, and operating oil or gas fields.

Companies known as E&P companies (Exploration & Production), e.g., ExxonMobil, BP, Saudi Aramco, find and pump crude oil or natural gas.

Upstream also involves services like drilling contractors (e.g., Transocean) and oilfield services firms (e.g., Schlumberger), which provide technology and expertise for extraction.

Company CategoryExpanded Examples & Roles
Exploration & Reservoir ManagersExxonMobil (seismic-led offshore discoveries with appraisal drilling); BP (North Sea field redevelopment with enhanced recovery)
Onshore Shale & Conventional ProducersOccidental Petroleum (Permian Basin horizontal drilling); ConocoPhillips (Alaska conventional vertical wells)
Offshore & Deepwater OperatorsShell (Gulf of Mexico subsea tiebacks); Equinor (Norwegian Sea floating platforms)

Select if your company:

  • Conducts exploration surveys or operates E&P fields
  • Drills wells or provides upstream extraction services

2. Midstream

Focuses on the transportation, storage, and wholesale marketing of crude oil, natural gas, and refined products.

This includes pipelines (oil pipelines, natural gas pipelines), oil tankers and LNG ships, rail transport of oil, and storage terminals.

Midstream operators ensure oil and gas move from production sites to refineries and ultimately to distribution networks.

Company CategoryExpanded Examples & Roles
Pipeline & Storage OperatorsKinder Morgan (natural gas interstate transmission with compressor stations); Enbridge (Canadian crude Mainline with tank farms)
LNG Shipping & Terminal SpecialistsCheniere Energy (Sabine Pass LNG liquefaction/export); Golar LNG (floating storage regasification units)
Rail & Tanker Transport ProvidersGATX Corporation (rail tank cars for Bakken crude); Scorpio Tankers (VLCCs for seaborne oil)

Select if your company:

  • Operates pipelines, storage terminals, or LNG facilities
  • Provides midstream transport via rail, ship, or truck

3. Downstream

Encompasses refining crude oil into fuels (gasoline, diesel, jet fuel) and other petrochemicals, as well as the marketing and distribution of these products to end users.

Refineries process crude into finished products. Downstream also includes petrochemical plants that use petroleum derivatives to make chemicals and plastics, and gas distribution utilities delivering natural gas to homes and businesses.

Company Categories

Company CategoryExpanded Examples & Roles
Refining & Petrochemical ProcessorsPhillips 66 (Wood River refinery with alkylation units); Valero Energy (Gulf Coast hydrocracking for diesel)
Fuel Marketing & Retail NetworksShell (Downstream retail with branded EV charging); Marathon Petroleum (Speedway stations for consumer fuels)
Natural Gas Distribution UtilitiesAtmos Energy (local gas delivery pipelines); Sempra Energy (SoCalGas residential metering)

Select if your company:

  • Refines crude into fuels or petrochemicals
  • Markets/distributes fuels or operates gas utilities

4. Integrated Majors

Large oil & gas companies often operate across upstream, midstream, and downstream (hence termed integrated).

Firms like Royal Dutch Shell, BP, TotalEnergies or Chevron explore and produce oil/gas, transport it via owned pipelines or shipping fleets, refine it in their refineries, and sell fuels through their branded service stations.

These companies span multiple sub-sectors and provide a full supply chain from well to pump.

Company CategoryExpanded Examples & Roles
Global Super MajorsRoyal Dutch Shell (integrated LNG from Qatar fields to European retail); Chevron (Permian E&P to California refineries and stations)
State-Owned IntegratorsSaudi Aramco (Ghawar field production to Ras Tanura refining/export); Petrobras (pre-salt offshore to Brazilian fuel networks)
Diversified Energy MajorsTotalEnergies (African upstream to European petrochemicals); BP (North Sea E&P to Castrol lubricants)

Select if your company:

  • Operates across E&P, transport, refining, and retail
  • Provides integrated oil & gas supply chain services

5. Oilfield Equipment & Services

Companies that manufacture drilling rigs, pumps, and other oilfield equipment, or provide technical services (seismic surveys, well logging, fracking services).

While not directly extracting oil, they enable upstream activities.

Company CategoryExpanded Examples & Roles
Drilling & Well Services ProvidersSchlumberger (wireline logging and perforating); Halliburton (cementing and stimulation services)
Equipment ManufacturersBaker Hughes (turbodrills and subsea pumps); Weatherford (drilling jars and fishing tools)
Seismic & Completion SpecialistsCGG (offshore seismic acquisition); Pioneer Natural Resources (frac sand and proppant logistics)

Select if your company:

  • Manufactures oilfield equipment like rigs or pumps
  • Provides seismic surveys, well logging, or fracking services

Indirect Connections to Oil & Gas

Companies not directly in core extraction or refinement may still connect indirectly through supply chains, services, or shared technologies. These links can expose your business to oil & gas disruptions (e.g., price crashes or rig count changes).

Monitor via additional industry selections: 

Indirect Connection TypeDescriptionExamples of Affected CompaniesRecommended Additional Industry
Material & Resource SuppliersProvide chemicals or steels for drilling, shared with chemicals/mining.Pipe coaters for corrosion resistance.Industrial Chemicals
Tech Component ProvidersSupply sensors or software for seismic, with crossovers to high tech.AI for reservoir simulation.High Tech
Logistics & Transport EnablersHandle crude shipping or rig mobilization.Barges for offshore platforms.Freight & Logistics
Engineering & Testing ServicesOffer reservoir modeling or safety audits not exclusive to O&G.Pressure testing labs for valves.Research & Development
Telecom InfrastructureBuild remote communications for offshore rigs.VSAT for wellhead monitoring.Telecommunications
Energy OverlapsSupply power for refineries or flares.Gas turbines for compression.Energy & Utilities
Manufacturing Tools & ProcessesProduce casings or valves from general fabrication.Forging shops for drill bits.General Manufacturing
Chemical & Coating SpecialistsDevelop fracking fluids or pipeline inhibitors.Surfactants for enhanced recovery.Industrial Chemicals
Cross-Sector Innovation BorrowersAdapt seismic tech for mining surveys.Drones for pipeline inspections.Construction

Additional Industries to Select Alongside Oil & Gas

Based on supply chain dependencies, we also select these industries (expanded with indirect rationale): 

Related IndustryWhy You Might Select ItIndirect Connection Examples
High TechSeismic software, IoT for rig monitoringData outages halting drilling decisions
Natural Resources & MiningOverlaps in drilling tech, metal ores for pipesOre shortages delaying rig fabrication
General ManufacturingEquipment like pumps/valves for O&G tiersFactory fires disrupting frac fleet builds
Energy & UtilitiesPower generation from gas, refinery electricityBlackouts forcing production curtailments
Industrial ChemicalsDrilling fluids, petrochemical feedstocksAdditive shortages slowing fracking operations
Freight & LogisticsTanker/pipeline hauls, crude rail transportPort strikes stranding LNG cargoes
ConstructionOffshore platform builds, pipeline layingWeather delays in rig installations
Research & DevelopmentReservoir modeling R&D, carbon capture technologyPatent disputes on enhanced recovery
TelecommunicationsFiber for pipeline SCADA systemsSignal failures in remote field operations

Do NOT Select Oil & Gas If Your Company

Avoid selecting if your involvement is peripheral—focus on your primary industry for targeted alerts. 


SituationSelect This Industry Instead
Only consumes fuels or operates in renewables without fossil tiesSelect Energy & Utilities or Renewables
Makes general equipment or chemicals for multiple sectorsSelect General Manufacturing or Industrial Chemicals
Provides IT, software, or consulting services to O&G firmsSelect Technology, SaaS, or Professional Services
Runs gas stations or fuel retail without upstream/refiningSelect Retail
Manufactures non-energy consumer goods like plastics from petroSelect Consumer Goods
Provides financing, insurance, or legal services for O&GSelect Insurance & Finance

Why Select Oil & Gas

Selecting Oil & Gas ensures your organization receives EventWatch bulletins about:

  • Pipeline ruptures, LNG terminal delays, or tanker groundings
  • Refinery outages, fuel price spikes, or petrochemical shortages
  • Integrated major M&A, OPEC decisions, or sanction impacts
  • Oilfield service issues, equipment failures, or frac sand bottlenecks
  • Seismic survey results, well completion risks, or midstream expansions
  • Feedstock shortages (crude, natural gas) or environmental spills

These alerts help your company anticipate and respond to events that directly impact operations, supply chain continuity, and business strategy.

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