Primary Vision Insights – Enterprise Subscribers
The completion market in the U.S. increased again as the Permian saw a nice jump this week.
Contagion is spreading
Contagion seems to be spreading. Fear has taken over, especially the banking industry which is the heart of global financial ...
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 ...
Primary Vision Insights – Premium Subscribers
The market is trying to digest the problems circling around the financial industry, which is very fluid at the moment. ...
Silicon Valley Bank and Systemic Risk
"The whole point is that all of these issues DID NOT come into existence only because of the rising interest ...
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 ...
Primary Vision Insights – Enterprise Subscribers
The market continues to fluctuate following the failure of Silicon Valley Bank and Silvergate. As we called out last month, ...
STEP Energy Services Part 2: Estimates And Relative Valuation
Our linear regression model suggests revenue growth deceleration between NTM 2023 and NTM 2024 and a decline in NTM 2025. ...
Oil prices, Fed and Job report
Oil prices have remained in a narrow range between $80 to $85 per barrel of Brent since last year. Despite ...
STEP Energy Part 1: STEP Moves Closer To LNG And Natural Gas Operations
STEP has diversified to natural gas plays like Haynesville because of the potential US LNG export facilities. It has acquired ...
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