Oil Prices Stabilize, European Drought and Geopolitics
The last week has been interesting especially when it comes to the international rhetoric. Pelosi's visit to Taiwan has increased ...
Patterson-UTI Energy Part 2: Estimates And Relative Valuation
The revenue growth estimates are steady in the next two years. EBITDA can increase sharply in NTM 2023 but can ...
Patterson-UTI Energy Part 1: Rig Upgrade Enhances Values
Patterson-UTI Energy plans to add six more drilling rigs in Q3. Average revenue and pricing in contract drilling and pressure ...
NOV Part 2: Estimates And Relative Valuation
Regression estimates suggest NOV's revenue growth in NTM 2023, but the rate can decelerate sharply over the next couple of ...
NOV Part 1: International Spares And Aftermarket Support Markets To Gain Momentum
NOV focuses on market share maximization in the spares and aftermarket support markets. In 2H 2022, North American drilling activity ...
Energy Markets: Oil, Gas and LNG
Now onto the energy markets where, interestingly, the overall sentiment has undergone a shift. From ultra bullish where JP Morgan ...
Liberty Energy Part 2: Estimates And Relative Valuation
The regression model suggests that Liberty's revenues will rise rapidly in the next year but can decelerate afterward. EBITDA can ...
Liberty Energy Part 1: Electric Frac Fleet Addition Will Keep Revenue And Margin Growing
Liberty plans to deploy two more digiFrac electric fleets in early 2023 following the strong frac market demand. LBRT can ...
Year-Over-Year Oil Data (USA)
I have captured industry data, as it relates to the previous business week. The oil rig count had increased by ...
ProFrac Holding Part 2: Target Price And Relative Valuation
ProFrac is undervalued relative to its peers at the current level.
Established in 2011, we are renowned for our expert frac data and analytics, providing a rich array of unique indicators and industry commentary.
