Tariff Changes: How will it affect HAL’s near-term performance? Take a look at Halliburton’s electric frac evolution. How will international...
Read moreDetailsExits the US fracturing business due to adverse business conditions. Share of dual-fuel horsepower kept rising in its portfolio. Weaknesses...
Read moreDetailsRecent economic data offers a revealing snapshot of three major economies: the U.S., Europe, and China. Each is showing signs...
Read moreDetailsA few months ago, I explored the evolving relationship between WTI crude prices and the U.S. Frac Spread Count (FSC),...
Read moreDetailsWill LBRT continue to focus on the power generation business? Natural gas-heavy regions to offset North American market weakness? How...
Read moreDetailsWill KLXE’s Q2 performance improve? What are the concerns in 2025? EBITDA margin contracted, and cash flows turned negative in...
Read moreDetailsWill NINE’s Q2 performance deteriorate? What were the drivers in Q1? Did liquidity improve in Q1?
Read moreDetailsWhat does ProFrac’s outlook imply? ACDC’s financial performance improved in Q1: WHY? Will frac spreads decline in Q2?
Read moreDetailsThe global economy is moving into a phase where surface metrics no longer align with underlying mechanics. A closer reading...
Read moreDetailsThe term "Tier 1 acreage" has long served as shorthand for the most productive rock in U.S. shale — often...
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