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 ...
Mammoth Energy Services Part 2: Estimates And Relative Valuation
Our regression equation suggests a steep revenue growth for TUSK in NTM 2023 and a deceleration afterward. EBITDA, however, can ...
Mammoth Energy Services Part 1: Fleet Reactivation Sends Positive Signs Despite Delivery Delays
In January, Mammoth Energy reactivated its fifth frac spread and plans to upgrade another frac spread to Tier 4 dual ...
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
There hasn’t been any change in the market that would break us from the current crude ranges. As we approached ...
DMC Global Part 2: Estimates And Relative Valuation
The regression equation suggests mild revenue growth for BOOM in NTM 2023 but an acceleration in NTM 2024. EBITDA can ...
DMC Global Part 1: The Near-Term Limitations Will Pass
Arcadia segment's margin growth is limited in the near-term but will gradually improve by the end of 2023. However, new ...
TechnipFMC Part 2: Estimates And Relative Valuation Analysis
Our linear model suggests a revenue decline in NTM 2023 but the rate of fall can stall in NTM 2024. ...
TechnipFMC Part 1: A Quiet Start To 2023 To Be Followed By Rapid Growth
FTI started 2023 with several projects amounting to $1.0 billion. In FY2023, its backlog could be ~20% higher than the ...
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