BIG READ: What do the fundamentals say about oil markets?
The oil market’s story goes far beyond daily price fluctuations. Even as headline prices bob within a range – Brent ...
ProPetro’s Perspective in Q4: KEY Takeaways
PUMP’s frac spread: Electric frac count to rise in 2025? Will PROPWR affect its business? Is ProPetro relatively undervalued?
Nine Energy Service: Q4 TAKE THREE
Revenue and profitability: to improve in 2025? What will drive activity in 2025? Did cash flow decline in Q4?
ProFrac Holding: Q4 TAKE THREE
Financial performance dipped in Q4: WHY? Will frac spreads return fleets to service in 2025? What’s The Outlook for Q1?
Market Sentiment Tracker: China’s economy has started to improve
Momentum is shifting across global markets, but the story isn’t the same everywhere. The Eurozone’s manufacturing sector is showing signs ...
Monday Macro View: Monday Macro View: If Natural Gas Hits $6, Will More Gas Flow to the Coast or Be Left to Burn?
Natural gas prices have been climbing, and traders are betting that the rally isn’t over. With hedge funds holding their ...
Nabors Industries’ Perspective in Q4: KEY Takeaways
Will drilling activity remain strong in 2025? Which way will pricing turn? More rigs to be added to the SANAD ...
TechnipFMC: Q4 TAKE THREE
Order growth in 2024: Will it convert in 2025? Learn the Q4’04 key growth drivers Cash flows increased; What about ...
Market Sentiment Tracker: Shifting Gears – Global Growth Holds, but Cracks Begin to Show
Markets are moving, but not in one clear direction. The U.S. is still holding up, but signs of a slowdown ...
Monday Macro View: Where Will U.S. Oil Production Growth Come From in 2025? (UPDATED) ENTERPRISE SUBSCRIBERS
The question of where U.S. oil production growth will originate in 2025 is no longer as simple as adding more ...
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