OPEC+ production fell because of Nigeria, which has been reversed for the most part in May.

Completion activity took another leg down today by ten driven by the Permian, Appalachia, and Eagle Ford.

The frac spread count had a sizeable drop this past week driven by natural gas activity.

The crude markets bounced after hitting the technical low we pointed out last week.

The crude markets remain very volatile but provide us with a ton of opportunities to play energy from the long...

The major agencies have adjusted their estimates for supply/demand of crude following the OPEC+ cut. Even with the adjustment, we...

The drop in frac spread counts is inline with our expectations for a slowdown for Easter/ Spring Break.

The completion market in the U.S. increased again as the Permian saw a nice jump this week.

The market is trying to digest the problems circling around the financial industry, which is very fluid at the moment....

The market continues to fluctuate following the failure of Silicon Valley Bank and Silvergate. As we called out last month,...