U.S. Bans Russia’s Oil But Europe Doesn’t
The economic fallout of Russia-Ukraine crisis continues to accumulate and has led to some wild swings in the market.
Year-Over-Year Oil Data (USA)
I have captured key industry data, as it relates to the previous business week. As such, the the oil rig ...
Halliburton Part 2: Estimates And Valuation
Revenue estimates are steady in the next few years. EBITDA can decline marginally in NTM 2022 but will recover after ...
Halliburton Part 1: HAL Has Forceful Drivers; But Steep Pricing Weighs On Valuation
Halliburton sees growth opportunities from increased investment in the Middle East, Russia, and Latin America, especially in specialty chemicals and ...
Schlumberger Part 2: Estimates And Valuation
Schlumberger's management is currently stressing the foundation of solid multi-year upcycles. Short-cycle activity resurgence can facilitate more FIDs, and service ...
Schlumberger Part 1: Technology And New Energy To Drive Margin
Schlumberger plans to improve the revenues and adjusted EBITDA margin handsomely in 2022. Technology-led services and clean energy initiatives will ...
Russia-Ukraine, Oil Markets and Global Economy
The fallout from the ongoing conflict will have serious consequences for the world's economy.
Primary Vision Insights – March 2nd 2022
There has been a pause of buying Russian commodities for fear of sanctions and the inability of companies to get ...
Year-Over-Year Oil Data (USA)
I have captured key industry data, as it relates to the previous business week. The oil rig count has set ...
Primary Vision Insights – February 23rd 2022
Next week we will do a broad update on inflation globally as the leading indicators remain elevated especially as energy/food ...
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