The crude markets bounced after hitting the technical low we pointed out last week.
Read moreDetailsThe crude markets remain very volatile but provide us with a ton of opportunities to play energy from the long...
Read moreDetailsThe major agencies have adjusted their estimates for supply/demand of crude following the OPEC+ cut. Even with the adjustment, we...
Read moreDetailsThe drop in frac spread counts is inline with our expectations for a slowdown for Easter/ Spring Break.
Read moreDetailsThe completion market in the U.S. increased again as the Permian saw a nice jump this week.
Read moreDetailsThe market is trying to digest the problems circling around the financial industry, which is very fluid at the moment....
Read moreDetailsThe market continues to fluctuate following the failure of Silicon Valley Bank and Silvergate. As we called out last month,...
Read moreDetailsThere hasn’t been any change in the market that would break us from the current crude ranges. As we approached...
Read moreDetailsCompletion activity maintained its steady pace of increases, which is very seasonally normal. Typically, rigs “outrun” completion crews in the...
Read moreDetailsThe frac spread count remained steady this week as there was a shift in activity across the different regions. We...
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