Precision Drilling Part 1: Strong Margin Drivers But High Prices Can Dampen Demand
Precision Drilling's active drilling rig count can increase modestly in Canada in 2H 2022. Spot market repricing, the positive impact ...
Primary Vision Insights – Enterprise Subscribers
The OPEC+ meeting came across with some fun fireworks, where they announced a cut of 2M barrels a day to ...
NINE Energy Service Part 2: Estimates And Relative Valuation
Our regression estimates suggest 34% revenue growth in NTM 2023, but the rate can decelerate over the next couple of ...
Nine Energy Service Part 1: A Combination of Growth, Challenges, And Risks Make Investment Murky
Nine Energy Service's top line is likely to increase moderately while its EBITDA margin can expand impressively in Q3. Net ...
OPEC+ cuts and oil prices
For this week I will be doing a very short piece on OPEC+ cuts. I am on a short break ...
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
The U.S. remains on pace to grow production to about 12.3M-12.4M barrels a day as completion activity stays on track.
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 growth ...
Part 1: Solaris Oilfield: New Technology Will Add To The Margin
Solaris Oilfield's number of fully utilized systems growth can moderate in 2H 2022. Its top fill system can grow from ...
Oil prices, Recession and Chinese demand
Writing about the global markets, in one way, has only become a repetitive exercise in that the overall message remains ...
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