The recent OPEC report is calling for an increase in crude demand throughout 2023 based on China’s reopening. We believe...
Read moreThe markets’ love for Brazil cycles almost as often as the World Cup comes around and, much like the national...
Read moreWe finally had the big push in completion activity that we have been calling for on a seasonal level. The...
Read moreWe have been very adamant about the problems facing the world today- including broad food issues, supply chain bottlenecks, energy...
Read moreU.S. completion activity is set to ramp up over the next few weeks, and will likely get back to about...
Read moreSaudi officially came out and reduced their OSPs (official selling prices) inline with our expectations EXCEPT when it comes to...
Read moreThe inflation story and “narrative” has been switching all over the place the last several years. It started with “inflation...
Read moreThere is some new equipment coming to market in 2023, but nothing that is going to take us back to...
Read moreQuick update- frac spread count fell inline with seasonal norms so there really hasn’t been much change to report.
Read moreWe also “officially” have the price cap set at $60, but it’s still well above the price of Urals.
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