The frac spread count remained steady this week as there was a shift in activity across the different regions. We...

Our regression estimate suggests NEX's revenues will go moderately higher in NTM 2023 and NTM 2024. EBITDA can remain steady...

Expect a delivery delay of NEX's electric frac fleets and decommission of ~150,000 horsepower. Natural gas price's continued weakness means...

Our regression estimates suggest a revenue growth acceleration over the next two years. The EBITDA growth rate, however, can decelerate...

In the US, PDS's management expects to keep the US rig count nearly unchanged in Q1. It expects to reprice...

Our regression model suggests that the revenue will increase by ~20% in each of the next two years. EBITDA can...

Patterson-UTI Energy plans to convert legacy pressure pumps to Tier 4 dual fuel to reduce costs and emission. It will...

The recent OPEC report is calling for an increase in crude demand throughout 2023 based on China’s reopening. We believe...

Our regression model continues to suggest that NBR's revenue will increase sharply in NTM 2023 but may decelerate later. Similarly,...

In this article I will try to provide some short summaries of a few important reports recently. One such report...