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.
Solaris Oilfield Infrastructure Part 1: A Focus On Integrated Model But Headwinds Ahead
Solaris Oilfield's utilized systems addition can stabilize in Q4 2022 compared to Q3. Seasonality, system and startup costs and a ...
ProPetro Holding Part 2: Estimates And Relative Valuation
The regression equation suggests a steady revenue growth for PUMP in the next couple of years. EBITDA can increase sharply ...
ProPetro Holding Part 1: Frac Fleet Upgrade And Acquisition Are Key Value Drivers
Following the DGB conversions, ProPetro can begin 2023 with six Tier 4 DGB fleets, which can increase to at least ...
ProFrac Holding Part 2: Target Price And Relative Valuation
Our regression model suggests that the revenue growth estimates are steady in the next two years. EBITDA can increase very ...
Primary Vision Insights – Enterprise Subscribers
We also “officially” have the price cap set at $60, but it’s still well above the price of Urals.
Part 1: ProFrac Bets Big On Electric Fracking
With a strategic focus on ESG-compliant fracking, ProFrac, with four electric fracs under construction, will become the leading electric frac ...
China in focus
Oil prices and global markets are concerned due to what is going on in China... The news coming out of ...
Recent News
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