Market Trends

We finally had the big push in completion activity that we have been calling for on a seasonal level. The...

Our revenue regression model suggests an increase in NTM 2023 and a deceleration in NTM 2024. EBITDA can decrease in...

Development activity and increased capex at the wellbore in onshore and offshore will pivot Halliburton’s international business in 2023. For...

Our regression model suggests a decelerating revenue trend in the next two years. EBITDA can increase sharply in the NTM...

LNG project FIDs can more than double in 2023 – a likely boost for Baker Hughes. Spectacular growth in the...

Our regression model suggests SLB's revenue estimate is upward trending in NTM 2023 but may slow down considerably after that....

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...