Primary Vision Insights – July 27th 2022
As we get to the dog days of summer, we thought it would be important to review where U.S. completion ...
Schlumberger Part 2: Estimates And Relative Valuation
The regression model suggests Schlumberger's revenue estimate is upward trending in the next couple of years but may slow down ...
Schlumberger Part 1: Many A Positive, But A Few Thorns
Schlumberger plans to increase revenues and adjusted EBITDA at a considerably high rate in FY2022. As the oilfield equipment supply ...
Turbine, Dollar, ECB and Heatwaves
Like the heatwaves, Mark was travelling too and this week we couldn't film our ECON show. In this article, therefore, ...
Baker Hughes Part 2: Estimates And Relative Valuation
Revenue estimates suggest a steadily increasing trend in the next three years. EBITDA can improve in the next year but ...
Baker Hughes Part 1: Natural Gas And International Business Stand Firm, But Management Questions The Demand Side
A weaker economy and supply chain issues can put a dent in Baker Hughes's growth plans in 2022. Loss of ...
Halliburton Part 2: Estimates And Relative Valuation
The regression model suggests an increase in revenues in the next two years. EBITDA can increase sharply in NTM 2023 ...
Halliburton Part 1: Recovery And Growth In Sight; So Are Uncertainties
Because the oilfield equipment market is in tight supply, Halliburton’s North American operation is “sold out” while the international market ...
Biden’s Trip, Dollar Gets Stronger, PPI coming in hot
Biden went on a very significant trip to Saudi Arabia. According to many, the agenda was only oil. According to ...
Year-Over-Year Oil Data (USA)
I have captured industry data, as it relates to the previous business week.
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