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Keith Beckmann

Keith Beckmann

Research Analyst at Pickering Energy Partners LP

Houston, TX, US

Keith Beckmann is an Equity Research Associate at Pickering Energy Partners, specializing in energy sector research with a focus on upstream, midstream, and oilfield services companies. He is involved in covering firms such as Bristow Group and actively participates in industry Q&A sessions to provide market insights, though specific performance rankings or success rates are not publicly reported. Beckmann began his career as a Retirement Sales specialist at The Haslauer Group before joining Pickering Energy Partners, and he is currently pursuing a Master of Management in Energy at Tulane University, having previously earned a BS in Finance from Louisiana State University. His professional credentials include a strong academic background with an emphasis in Banking and Finance; however, public records of FINRA registration or securities licenses are unavailable.

Keith Beckmann's questions to Bristow Group (VTOL) leadership

Question · Q2 2025

Keith Beckmann from Pickering Energy Partners asked how Bristow's contracting model insulates it from the activity downturns affecting other OFS companies and how a potential 8-10% drop in Q4 floating rig activity would manifest in the company's results.

Answer

President & CEO Chris Bradshaw explained that Bristow is insulated by its business mix (33% non-O&G revenue), a heavy weighting toward more stable production support (80% of OES business), and long-term contracts with monthly standing charges that de-risk exposure to flight activity. He stated that a potential Q4 floater activity drop is not expected to impact the company's provided guidance range, as their outlook already accounts for project timing.

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