Primary Vision Insights – Premium Subscribers
Rigs moved higher again with another 9 being added- especially in key areas throughout Oklahoma.
RPC Part 2: Estimates And Relative Valuation
The revenue growth estimate is steady for NTM 2023 and NTM 2024 but may slow down after that. EBITDA can ...
RPC Aims Margin Growth; But Cash Flow Is A Concern
While RES does not plan to add to its hydraulic fracturing fleet in 1H 2022, it may add another in ...
Nabors Industries Part 2: Estimates And Relative Valuation
The revenue estimates are stable in the next two years. EBITDA can remain unchanged in NTM 2023 and will remain ...
Why Supply Chains and Food Prices will get worse?
t's talk about supply chains and food prices - which seems to be getting worse. Mark Rossano did a detailed ...
Nabors Industries Part 1: Pricing Gains And North American Recovery Offset Balance Sheet Woes
Following the US rig count and crude oil price recovery, NBR's US operations have shown considerable improvement in Q1. Expect ...
Year-Over-Year Oil Data (USA)
I have captured industry data, as it relates to the previous business week.
Liberty Energy Part 2: Estimates And Relative Valuation
Revenue estimates are higher in the next year but can decelerate afterward. EBITDA can increase sharply in NTM 2023 but ...
Liberty Energy Part 1: Quality Fracking And Pricing Rise Counter Supply Chain Pressure
Higher leading-edge pricing will induce fleet reactivation as operators expand capacity. LBRT will deploy PropX's PropConnect software, digiFrac pumps, and ...
What’s Happening in the Global Economy?
As we couldn't film the ECON show this week, I have taken up this task to give you a very ...
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