Market Trends

China is reopening and I have been trying to follow every development there. In the last week we tracked some...

SLB's premier drivers remain capacity expansion projects in the Middle East and offshore activities. The company's North American operation will...

We have been very adamant about the problems facing the world today- including broad food issues, supply chain bottlenecks, energy...

As I mentioned in my previous Monday Macro View, one of the biggest events of 2023 is the reopening of...

Our linear regression model suggests strong revenue growth in NTM 2023, but the rate can decelerate rapidly in NTM 2024...

Multi-pad drilling and LNG production growth will likely carry the topline and margin momentum for STEP in 2023. Its revenue...

U.S. completion activity is set to ramp up over the next few weeks, and will likely get back to about...

Our linear regression model suggests steady revenue growth in NTM 2023, but the rate can decelerate severely in NTM 2024...

Continued industry activity and net pricing improvement will likely carry the topline and margin momentum for KLXE. Cost controls and...

Saudi officially came out and reduced their OSPs (official selling prices) inline with our expectations EXCEPT when it comes to...