The U.S. oil and gas analytics market is projected to grow from $3.02 billion in 2025 to $21.32 billion by 2035, with a CAGR of 21.57%. The global oil and gas analytics market is valued at $12.04 billion in 2025 and expected to reach $86.60 billion by 2035 at a CAGR of 21.92%. Growth is driven by rapid technological adoption, AI and cloud-based analytics investments, and the need for real-time operational efficiency and predictive maintenance.

SLB Limited signed a strategic agreement with PETRONAS Suriname to co-develop cost-efficient subsea solutions for accelerated field development. The company also secured a three-year digital operations deal with Azule Energy in Angola. Despite positive business developments, SLB shares traded 3.10% lower in premarket on Wednesday, though technical indicators show neutral to bullish momentum with a Buy rating and $53.77 average price target.

SLB announced a three-year agreement with Azule Energy (a joint venture between BP and ENI) to expand its Delfi digital platform across operations in Angola. The deal aims to improve execution reliability and operational efficiency through cloud-based digital integration, with early deployments showing significant benefits such as reducing well planning cycles from days to hours. SLB shares rose 1.70% to $52.41 following the announcement.

Amid rising tensions in Iran and disruptions in the Strait of Hormuz driving oil prices above $100, three energy stocks are highlighted as smart buys for investors with $100: ExxonMobil for its low-cost advantaged assets in Guyana and the Permian Basin, SLB for its essential oil and gas exploration technology, and Enterprise Products Partners for its stable fee-based pipeline business less vulnerable to price fluctuations.

SLB stock surged 5.63% after Citigroup recommended buying on weakness. Despite short-term pain from Middle East conflicts damaging oil infrastructure, the company could benefit long-term from repair and maintenance work. SLB is trading below 20x earnings with strong free cash flow, positioning it well for growth once the conflict ends.

Rising geopolitical tensions in key oil-producing regions are driving up oil prices, creating opportunities for energy companies. The article highlights five US energy stocks positioned to benefit from supply disruptions, shipping risks, and sanctions that could push crude prices higher.

The global oil and gas wells drilling services market is projected to grow from $53.42 billion in 2026 to $61.38 billion by 2030, with a CAGR of 3.5%. Growth is driven by unconventional resource development, offshore expansion, and technological advancements including directional drilling and automation. Major players are investing in innovations like advanced diagnostics and wellbore placement solutions to enhance operational efficiency.

Exxon Mobil and energy stocks surged on March 2, 2026, as escalating U.S.-Iran military conflict near the Strait of Hormuz sent crude oil prices sharply higher. Brent crude jumped 13% to $82.37/barrel and WTI climbed over 12% to $75.33, with analysts warning prices could reach $100+ if disruptions persist. Exxon rose 5.9% in premarket trading, benefiting from its low-cost upstream operations in the Permian Basin and Guyana, while the broader S&P 500 fell 1-1.5% as energy stocks served as a geopolitical hedge.

The Schwab U.S. Dividend Equity ETF (SCHD) has surged 15% in early 2026, significantly outperforming the S&P 500's less than 1% gain. The rally is driven by a sharp rise in crude oil prices (Brent crude up 15% to over $70/barrel) due to supply disruption concerns in Venezuela and Iran. The ETF's high 19.9% weighting to energy stocks, particularly oil dividend payers like Chevron and ConocoPhillips, has fueled the outperformance. These oil companies offer high dividend yields with above-average growth rates and strong free cash flow projections through 2030.

The Distributed Fibre Optic Sensing (DFOS) market is projected to exceed $1.62 billion in 2026, driven by rapid adoption in energy infrastructure for continuous pipeline and asset integrity monitoring. While DFOS offers significant operational savings and risk reduction, high upfront capital costs, complex deployment logistics, and long lead times are limiting rapid market expansion. US trade tariffs on optical fibre products are adding pressure, prompting companies to pursue local manufacturing and supply chain diversification strategies.

SLB secured a five-year, $1.5 billion contract with Kuwait Oil Company for the Mutriba field, covering field design, development, and production management. The contract focuses on cost efficiency and environmental responsibility. SLB shares rose 2% on the news. The company also recently won contracts in Oman and reported Q4 revenue that beat analyst estimates.

The global Oil and Gas Production Monitoring Software Market is expected to expand at a 9.19% CAGR from 2025 to 2031, driven by Industrial IoT, AI adoption, and environmental regulations. However, integration challenges with legacy systems and cybersecurity concerns pose significant obstacles to widespread adoption.