Primary Vision Insights – Premium Subscribers
The recent OPEC report is calling for an increase in crude demand throughout 2023 based on China’s reopening. We believe ...
Year-Over-Year Oil Data (USA)
I have captured key industry data, as it relates to the previous business week, via this post's infographic. The below ...
Nabors Industries Part 2: Estimates And Relative Valuation
Our regression model continues to suggest that NBR's revenue will increase sharply in NTM 2023 but may decelerate later. Similarly, ...
Inflation, LNG demand and electricity
In this article I will try to provide some short summaries of a few important reports recently. One such report ...
Nabors Industries Part 1: Rig Additions In Saudi Arabia To Counter Natural Gas’s Weaknesses
Nabors' US rig count can increase modestly in Q1 2023, while in Saudi Arabia, it plans two rigs in Q1 ...
NOV Part 2: Estimates And Relative Valuation
Our regression model suggests a steady revenue growth in NTM 2023, but the rate can plateau in NTM 2024 and ...
NOV Part 1: The Short-Term Headwinds Fade Into Offshore Growth Opportunities
Development activities in several international offshore and shallow water mark NOV’s optimism. Rapid growth in high-spec onshore rig day rates ...
Year-Over-Year Oil Data (USA)
I have captured key industry data, as it relates to the previous business week, via this post's infographic. The below ...
Liberty Energy Part 2: Estimates And Relative Valuation
Our regression model suggests that Liberty's revenues will rise steadily in NTM 2023 but can change path in the following ...
Asian oil demand and global economy
As the second round of oil sanctions against Russia go into effect today (February 5th) it is time to briefly ...
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