Market Sentiment Tracker: Return of Quantitative Restrictions and why they matter
While headlines are dominated by inflation rates, jobless claims, and oil inventories, another shift is quietly redrawing the global economic ...
While headlines are dominated by inflation rates, jobless claims, and oil inventories, another shift is quietly redrawing the global economic ...
There has been no shortage of conjecture lately around U.S. shale production—whether its trajectory is flattening, whether tight oil growth ...
This week’s Monday Macro View* dives into the growing divergence between U.S. and global oil inventories—and how our Frac Job ...
The U.S. labor market appears stable on the surface as of mid-2025, with headline numbers that suggest continued resilience. The ...
The global economy in July 2025 is entering a new and more fragile phase. The brief post-pandemic recovery has faded, ...
There’s been no shortage of confusion around oil markets this year. Depending on who you follow, inventories are either ballooning ...
We’re entering a phase in the global cycle where the surface is diverging from the structure. The data no longer ...
The oil and gas sector has entered 2025 facing a difficult question: is this a moment of temporary adjustment—or are ...
STEP steps into the natural gas-powered pump engines How did STEP’s Canada frac spread change in Q1? How much did ...
Why is KLXE’s 2025 outlook divergent? Which of KLXE’s US geographies will outperform? Will tariffs affect its cost structure?