Monday Macro View: Electric Fleets Keep Expanding, Even as Completions Slow
There’s a noticeable shift underway in how completions are being carried out—and it’s not just about how much is getting ...
Patterson UTI’s Perspective in Q1: KEY Takeaways
Will natural gas-led recovery lead to a higher frac spread count Crude oil market dampens PTEN’s near-term outlook Will cash ...
Market Sentiment Tracker: Credit Card Delinquencies Hit 14-Year High
The global economy is moving in different directions, and the cracks are starting to show. In the U.S., signs of ...
Monday Macro View: Is U.S. Shale Activity About to Slow Down
There’s been a lot of noise in the oil market lately—prices slipping, spreads tightening, operators adjusting guidance. At a glance, ...
RPC’s Perspective in Q1: KEY Takeaways
Will RES’s frac spread count change? How will pricing and utilization be in 2025? Will the acquisition help RES with ...
TechnipFMC’s Perspective in Q1: KEY Takeaways
iEPCI and Subsea 2.0: FTI’s dominant drivers in 2025. How will its Q2 financial performance play out? How will it ...
Market Sentiment Tracker: Stimulus, Sentiment, or Stalling
The latest round of global economic data offers a revealing snapshot of divergence beneath the surface. While some sectors and ...
Monday Macro View: How Much Longer Can the Uinta Hold On? Enterprise Subscribers
The Uinta Basin isn’t often the center of industry attention, but it should be—because what’s happening there right now is ...
Baker Hughes’s Perspective in Q1: KEY Takeaways
What are the industry challenges? Q2’05 performance expectations: Up or down? Will the tariff spoil the results?
Halliburton’s Perspective in Q1: KEY Takeaways
Tariff Changes: How will it affect HAL’s near-term performance? Take a look at Halliburton’s electric frac evolution. How will international ...
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