IMF’s WEO, Iranian Protests and Global Economy
Coming to the IMF's report that cemented the concerns of many analysts. The recent World Economic Outlook by the IMF ...
Precision Drilling Part 2: Estimates And Relative Valuations
Our regression estimates suggest a 5% revenue growth in NTM 2023, but the rate can accelerate (26%) in NTM 2024. ...
Precision Drilling Part 1: Strong Margin Drivers But High Prices Can Dampen Demand
Precision Drilling's active drilling rig count can increase modestly in Canada in 2H 2022. Spot market repricing, the positive impact ...
Primary Vision Insights – Enterprise Subscribers
The OPEC+ meeting came across with some fun fireworks, where they announced a cut of 2M barrels a day to ...
NINE Energy Service Part 2: Estimates And Relative Valuation
Our regression estimates suggest 34% revenue growth in NTM 2023, but the rate can decelerate over the next couple of ...
Nine Energy Service Part 1: A Combination of Growth, Challenges, And Risks Make Investment Murky
Nine Energy Service's top line is likely to increase moderately while its EBITDA margin can expand impressively in Q3. Net ...
OPEC+ cuts and oil prices
For this week I will be doing a very short piece on OPEC+ cuts. I am on a short break ...
Year-Over-Year Oil Data (USA)
I have captured key industry data, as it relates to the previous business week, via the infographic that accompanies this ...
Primary Vision Insights – Premium Subscribers
The U.S. remains on pace to grow production to about 12.3M-12.4M barrels a day as completion activity stays on track.
Solaris Oilfield Part 2: Estimates And Relative Valuation
Our regression estimate suggests strong revenue growth in NTM 2023 and NTM 2024. According to the model, the EBITDA growth ...
Established in 2011, we are renowned for our expert frac data and analytics, providing a rich array of unique indicators and industry commentary.
