Mining and Oil & Gas Machinery Manufacturers

Industry Profile Report

Dive Deep into the industry with a 25+ page industry report (pdf format) including the following chapters

Industry Overview Current Conditions, Industry Structure, How Firms Operate, Industry Trends, Credit Underwriting & Risks, and Industry Forecast.

Call Preparation Call Prep Questions, Industry Terms, and Weblinks.

Financial Insights Working Capital, Capital Financing, Business Valuation, and Financial Benchmarks.

Industry Profile Excerpts

Industry Overview

The 700 mining and oil and gas machinery manufacturers in the US produce machinery used in the exploration and extraction of minerals and petroleum resources. Machinery may be highly specialized to perform a specific task or made more versatile by equipping them with various attachments. Many firms in this industry have an international presence or compete with foreign firms in their domestic market. Machinery used for offshore drilling, surface mining; and material conveying is not included in this industry profile.

Dependence on Oil & Gas Production

The number of new oil and gas wells drilled and their productivity and longevity drive demand for machinery, sales of parts and attachments, and service revenue.

Fewer Coal Mines, Less Output

Competition from cleaner-burning fuels, concern over environmental impacts, and health risks related to coal mining are taking a toll on the coal industry.

Industry size & Structure

A typical manufacturer of mining and oil and gas machinery operates out of a single location, employs 84 workers, and generates about $21 million annually.

    • The mining and oil and gas field machinery manufacturing industry consists of about 700 companies that employ about 59,000 workers and generate $15 billion annually.
    • The heavy machinery segment is dominated by large, technologically advanced firms with broad market reach. Not only do these large firms produce a wide range of products, but most have international operations and extensive dealer networks.
    • The mining machinery segment of the industry is concentrated with the 20 largest firms representing 75% of its revenue. The oil and gas machinery segment is slightly less concentrated with the 20 largest firms representing 66% of its revenue.
    • The aftermarket segment, which includes replacement parts, attachments, service, and refurbishment, is fragmented with many smaller firms competing based on price, breadth of products, and proximity to customers. Mining and oil and gas machinery manufacturers may partner with aftermarket suppliers to obtain parts and attachments and broaden their equipment options.
    • Large companies with US manufacturing operations include Caterpillar, Komatsu Mining (P&H, Joy, Montabert), Epiroc, Boart Longyear, and TMG Manufacturing.
    • The industry competes domestically and internationally with foreign-based manufacturers including Terex, Sandvik, XCMG, Sany, and Metso Minerals.
                                  Industry Forecast
                                  Mining and Oil & Gas Machinery Manufacturers Industry Growth
                                  Source: Vertical IQ and Inforum

                                  Recent Developments

                                  Oct 23, 2024 - Swing State Voters Support Domestic Energy Production
                                  • According to the American Petroleum Institute, polling shows widespread support among swing state voters for policies that encourage domestic oil and natural gas production and limit reliance on foreign sources. In August, polling conducted by Morning Consult also found strong support among voters in battleground states for reforms to streamline the approval process for energy infrastructure projects. Specifically, eight in 10 voters agree that producing more oil and natural gas in the US could help lower energy and utility costs for consumers. (AZ: 83% GA: 88% MI: 84% NV: 86% NC: 85% PA: 83% WI: 80%). A similar number support reforming the permitting system (AZ: 79% GA: 81% MI: 82% NV: 81% NC: 80% PA: 84% WI: 80%). Also, a majority of voters polled said they oppose government mandates that restrict consumer choice, including banning new gasoline, diesel, and hybrid vehicles.
                                  • Producer prices for mining and oil and gas machinery manufacturers rose to a new high in July, up 5.6% compared to a year ago, according to the latest US Bureau of Labor Statistics data. Industry producer prices have risen relatively steeply and steadily since mid-2021, driven by higher energy, material, and labor costs. Employment by the industry fell 2.5% year over year in July, while average wages at agricultural, construction, and mining machinery companies climbed 8.6% over the same period to a new high of $31.53 per hour, BLS data show.
                                  • According to the National Mining Association (NMA), a broad coalition of US mineral and energy producers supports the Energy Permitting Reform Act of 2024. The bipartisan bill, which was advanced in the Senate Energy and Natural Resources Committee in July, would accelerate the permitting process for critical energy and mineral projects of all types in the US by reforming leasing, permitting, and the judicial review process for certain energy and minerals projects. NMA President and CEO Rich Nolan cited a report released by S&P Global that found it takes an average of 29 years to bring a mine online in the US, an untenable situation if the US is to secure the critical minerals needed to secure supply chains and compete with China. Coal leases on federal land, securing rights-of-way across Indian land, and hardrock mining mill sites are covered in the bill.
                                  • A surge in oil supply amid slowing demand is expected to result in a global glut of excess oil by the decade's end, according to a new forecast by the International Energy Agency (IEA). In its medium-term oil market report, the IEA predicted that so-called spare capacity – the amount of pumping capacity left unused because of adequate supply – could surge in coming years to levels only seen during the COVID-19 pandemic. Growth in demand for oil is expected to peak in 2029 as clean energy technology accelerates while oil-production capacity is set to increase to nearly 113.8 million barrels a day, driven by producers in the US and the Americas. All that spare capacity could push down prices, posing tough challenges for oil producers in the US shale patch and the OPEC+ bloc, according to the IEA report, and dampening demand for machinery used in the exploration and extraction.
                                  Get A Demo

                                  Vertical IQ’s Industry Intelligence Platform

                                  See for yourself why over 60,000 users trust Vertical IQ for their industry research and call preparation needs. Our easy-to-digest industry insights save call preparation time and help differentiate you from the competition.

                                  Build valuable, lasting relationships by having smarter conversations -
                                  check out Vertical IQ today.

                                  Request A Demo