The challenge: Operating with confidence in volatile markets

Shifts in energy markets and policy incentives have prompted many suppliers to de-risk their businesses and focus on core operations rather than pursuing expansive new energy bets. A leading global oilfield services company found that while its internal views of the market were robust, it needed a trusted, independent perspective to triangulate those views, challenge assumptions, and translate external intelligence into a unified strategy that could accelerate decisions across teams.

Partnering with Rystad Energy to quantify the total addressable market (TAM) and forecast commodities

The engagement focused on two key pillars: total addressable market (TAM) analysis and commodity market trends and forecasts. Together, these capabilities enabled the client to assess demand, prioritize regions and manage portfolio risk across short-, medium-, and long-term horizons.

The TAM work provided a clear, quantified picture of opportunity by grounding the screening in well activity and deployment needs. Crucially, it embedded country and company analysis to put each opportunity within the right upstream and regional context, making insights immediately actionable for strategic decisions. Rather than treating the market as a monolith, the analysis segmented investment horizons into 12–24 months (operational), 2–5 years (planning), and 5+ years (strategic). This structure enabled the client to align asset deployment and sales focus with real demand, identify priority segments that matched core capabilities, and translate market sizing into the company’s internal decision-making framework.

In parallel, commodity market trends and forecasts provided the forward-looking context to de-risk choices and maintain strategic discipline. The analysis encompassed supply-demand dynamics, price scenarios, and policy-driven sensitivities, providing the client with a means to evaluate internal forecasts against an independent perspective.

Results: Portfolio resilience and growth

The combination of TAM and commodity intelligence delivered practical value on three fronts. First, it de-risked decisions by replacing single-source assumptions with cross-checked market views, helping the client reduce exposure in volatile areas. Second, it uncovered growth by highlighting scalable demand in areas where the supply dynamics were supportive – and expressed those opportunities in a unified strategic language that accelerated internal alignment. Third, it improved decision-making speed by providing teams with a shared, data-backed foundation for action across operational, planning, and strategic timelines.

Rystad Energy is committed to client confidentiality. Names have been altered for privacy.