Market Trends

OPEC+ provided a nominal cut of about 100k barrels a day, but none of the countries are producing above or...

The regression equation suggests a sharp revenue growth for Cactus in NTM 2023. EBITDA can increase sharply in NTM 2023...

Additions to the public and large private customers and increased inventory utilization will lead to higher topline and margin expansion...

The regression equation suggests a steady revenue growth for PUMP in the next couple of years. EBITDA can increase sharply...

Higher demand for pressure pumping fleets, better pricing, and improved utilization augur well for ProPetro's medium-term outlook. Although the total...

The regression model suggests a steady revenue growth for TUSK in the next couple of years. EBITDA can turn positive...

Mammoth Energy expects to field two more frac fleets by Q1 2023. • By the end of 2023, its fleet...

The regression model suggests that revenue growth is steady for NTM 2023 and NTM 2024 but may decrease after that....

RES looks to keep its hydraulic fracturing fleet steady in 2H 2022. However, its FY2022 capex can increase significantly to...

Early next week I will send out another regarding Chinese data, USD strength, and Emerging Market issues.