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 ...
Liberty Energy Part 1: Boosts Share Repurchase But Is Wary Of Market Concerns
In FY2023, LBRT's management expects 40% to 50% growth in adjusted EBITDA due to the deployment of premier design, the ...
Primary Vision Insights – Premium Subscribers
The markets’ love for Brazil cycles almost as often as the World Cup comes around and, much like the national ...
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 ...
Recent News
Established in 2011, we are renowned for our expert frac data and analytics, providing a rich array of unique indicators and industry commentary.
