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 ...
PVN UPDATE – FEB 1
FRAC SUPPLY UPDATE! – If you’re an enterprise subscriber please click on the Frac Supply tab to get access to ...
RES Part 2: Estimates And Relative Valuation
The regression model suggests that the revenue growth trend has remained the same from our last estimates, i.e., an acceleration ...
RES Part 1: RES Mulls Fleet Composition Change As It Hikes Dividend
RES's hydraulic fracturing fleet (net) count will likely remain unchanged in 2023. However, the fleet portfolio mix changes as it ...
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