Primary Vision Insights – March 23rd 2022
U.S. completion activity is having its seasonal dip in March, which will start to shift higher as we approach April. ...
Year-Over-Year Oil Data (USA):
I have captured key industry data, as it relates to the previous busine
Baker Hughes Part 2: Estimates And Valuation
Revenue estimates suggest a steadily increasing trend in the next couple of years. EBITDA can improve in the next two ...
Baker Hughes Part 1: Clean Energy And LNG To Drive Business
Baker Hughes will benefit from the North American natural gas market's stability and the Latin America and the Middle East ...
Volatility Reigns Supreme
Friedrich Nietszche said that there is only one constant in the world - that is change. His words have universal ...
Primary Vision Insights – March 16th 2022
Completion activity dipped again this week by 8, but as we said previously- we expected to see some slow down. ...
Year-Over-Year Oil Data (USA):
I have captured key industry data, as it relates to the previous business week. The the oil rig count increased ...
NexTier Oilfield Solutions Part 2: Estimates And Valuation
Revenue estimates are much higher in the next year and stable afterward. EBITDA can increase sharply in NTM 2022 but ...
NexTier Oilfield Part 1: Short Term Cost Hike Vs. Margin Expansion Through Frac Upgrade
NexTier Oilfield's Tier 4 dual fuel equipment remains sold out as the pricing differentials with the conventional frac spreads widen. ...
Liberty Oilfield Services Part 2: Estimates And Valuation
Revenue estimates are higher in the next year and stable afterward. EBITDA can increase sharply in NTM 2022 but will ...
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