Market Trends
Volatility Reigns Supreme
Friedrich Nietszche said that there is only one constant in the world - that is change. His words have universal...
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Primary Vision Insights – March 16th 2022
Completion activity dipped again this week by 8, but as we said previously- we expected to see some slow down....
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Year-Over-Year Oil Data (USA):
I have captured key industry data, as it relates to the previous business week. The the oil rig count increased...
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NexTier Oilfield Solutions Part 2: Estimates And Valuation
Revenue estimates are much higher in the next year and stable afterward. EBITDA can increase sharply in NTM 2022 but...
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NexTier Oilfield Part 1: Short Term Cost Hike Vs. Margin Expansion Through Frac Upgrade
NexTier Oilfield's Tier 4 dual fuel equipment remains sold out as the pricing differentials with the conventional frac spreads widen....
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Liberty Oilfield Services Part 2: Estimates And Valuation
Revenue estimates are higher in the next year and stable afterward. EBITDA can increase sharply in NTM 2022 but will...
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Liberty Oilfield Part 1: Increased Activity And Better Quality Fracking Maintain Advantages
LBRT focuses on frac fleet upgrade and added revenues from PropX and OneStim fleets. The plans to get have at...
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Primary Vision Insights – March 9th 2022
The U.S. completions market should remain healthy, but the ability of the U.S. market to see a huge “surge” in...
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U.S. Bans Russia’s Oil But Europe Doesn’t
The economic fallout of Russia-Ukraine crisis continues to accumulate and has led to some wild swings in the market.
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Year-Over-Year Oil Data (USA)
I have captured key industry data, as it relates to the previous business week. As such, the the oil rig...
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