Recent economic data offers a revealing snapshot of three major economies: the U.S., Europe, and China. Each is showing signs ...

A few months ago, I explored the evolving relationship between WTI crude prices and the U.S. Frac Spread Count (FSC), ...

Will LBRT continue to focus on the power generation business? Natural gas-heavy regions to offset North American market weakness? How ...

Will KLXE’s Q2 performance improve? What are the concerns in 2025? EBITDA margin contracted, and cash flows turned negative in ...

Will NINE’s Q2 performance deteriorate? What were the drivers in Q1? Did liquidity improve in Q1?

What does ProFrac’s outlook imply? ACDC’s financial performance improved in Q1: WHY? Will frac spreads decline in Q2?

The global economy is moving into a phase where surface metrics no longer align with underlying mechanics. A closer reading ...

The term "Tier 1 acreage" has long served as shorthand for the most productive rock in U.S. shale — often ...

Newbuilds: Which regions to add more in 2025? Q1 revenue and margin: Up or down? FCF turned negative in Q1

Get a brief of PUMP’s Q1 financial results. Will its frac spread count decline in Q2? Adds more natural gas-fueled ...