U.S. completion activity continues to trend higher as smaller basins start seeing some seasonally normal increases in activity. There is...
Read moreThe energy markets continue to swing around following the OPEC+ agreement at the beginning of June. Our view has always...
Read moreOPEC+ production fell because of Nigeria, which has been reversed for the most part in May.
Read moreCompletion activity took another leg down today by ten driven by the Permian, Appalachia, and Eagle Ford.
Read moreThe frac spread count had a sizeable drop this past week driven by natural gas activity.
Read moreThe crude markets bounced after hitting the technical low we pointed out last week.
Read moreThe crude markets remain very volatile but provide us with a ton of opportunities to play energy from the long...
Read moreThe major agencies have adjusted their estimates for supply/demand of crude following the OPEC+ cut. Even with the adjustment, we...
Read moreThe drop in frac spread counts is inline with our expectations for a slowdown for Easter/ Spring Break.
Read moreThe completion market in the U.S. increased again as the Permian saw a nice jump this week.
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