TechnipFMC Part 2: Estimates And Relative Valuation Analysis
Our linear regression model suggests a revenue stagnation in the next two years. FTI’s EBITDA, however, can rise sharply in ...
Patterson-UTI Energy P1: Dividend Hike, Shareholders’ Returns Hog The Limelight
Patterson-UTI Energy plans to add nine rigs from Q3 to early 2023 and reactivate a frac fleet in Q4. Average ...
Primary Vision Insights – Premium Subscribers
We have described time and time again that that China won't be abandoning the zero COVID policy. After the communist ...
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 ...
Primary Vision Insights – Premium Subscribers
Saudi Arabia recently cut their OSP's or official selling price into key markets given the oversupply in their floating storage ...
Nabors Industries Part 2: Estimates And Relative Valuation
Our regression model suggests that NBR's revenue would increase sharply in NTM 2023 but may decelerate later. EBITDA estimates are ...
Nabors Industries Part 1: Automation And ESG To Set The Next Stage
Nabors' US rig count can increase modestly in Q4, while it plans to deploy the entire high-spec rig fleet in ...
Recession, Risks and Oil Supply
The global economic indicators continue to show red flags. As the chart below shows, the global growth indicators continue to ...
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 ...
ENERGY OUTLOOK 2022
Recently, the IEA released one of the most anticipated reports of this year: World Energy Outlook 2022. I'd like to ...
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