By Mark Rossano • Food and Geopolitics • Inflation Update in the U.S. and China There isn’t much to update...
Read moreBy Mark Rossano The frac spread count has remained stable at about 265 spreads with the rolling 4-week average sitting...
Read moreBy Mark Rossano The U.S. completions market remains stable with a small reduction this past week as assets moved to...
Read moreBy Mark Rossano SUMMARY • U.S. Completions- Cushing vs PADD 3 and the Physical Market • Powell and U.S. Inflation...
Read moreBy Mark Rossano The U.S. completions market will keep heading higher to our target of 275 spreads as pricing supports...
Read moreNEX will increase the deployment of Tier 4 dual-fuel frac fleets to reduce carbon emission. Based on increased activities and...
Read moreBy Mark Rossano SUMMARY • U.S. Completions and Refining Activity • Global Inflation Levels and Activity • Global Energy Crisis...
Read moreBy Mark Rossano SUMMARY • U.S. Completions Update • The Global Power Crisis • OPEC+ Meeting • Brief Update on...
Read moreHAL Banks On Diverse Drivers Source: Seeking Alpha Halliburton (HAL) is more bullish on the medium to the long-term prospect...
Read moreBy Mark Rossano The insights today will be much shorter after last week’s deep dive. • U.S. completions is tracking...
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