Oil Market Outlook in 2023
Oil markets have certainly been on a bumpy ride so far. Wild swings were a norm in the second half ...
Primary Vision Insights – Enterprise Subscribers
There is some new equipment coming to market in 2023, but nothing that is going to take us back to ...
Precision Drilling Corporation Part 2: Estimates And Relative Valuations
Our regression estimates suggest a steady revenue growth in NTM 2023 and NTM 2024. The EBITDA growth rate is quite ...
Precision Drilling Part 1: Margins To Expand But Cost Concerns Remain
Increased demand can lead to full utilization of Precision Drilling's Super Spec drilling rig in early-2023. The positive impact of ...
Year-Over-Year Oil Data (USA)
I have captured key industry data, as it relates to the previous business week, via the infographic that accompanies this ...
Mammoth Energy Services Part 2: Estimates And Relative Valuation
Our regression equation suggests a steep revenue growth for TUSK in NTM 2023 and steady growth afterward. EBITDA, too, can ...
Mammoth Energy Services Part 1: Pricing Gains Can Boost Profitability
Mammoth Energy will add incrementally to its frac fleets in Q4 and Q1 2023. It has a competitive advantage in ...
Challenges continue to pile up for 2023
Last few weeks have been full of interesting developments especially for oil markets. Brent lost 22 percent of its price ...
Solaris Oilfield Part 2: Estimates And Relative Valuation
Our regression estimate suggests strong revenue growth in NTM 2023 and NTM 2024. According to the model, the EBITDA can ...
Primary Vision Insights – Premium Subscribers
Quick update- frac spread count fell inline with seasonal norms so there really hasn’t been much change to report.
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Established in 2011, we are renowned for our expert frac data and analytics, providing a rich array of unique indicators and industry commentary.
