Stagflation: The Next Stop
We have talked much about inflation. It is here to stay and interest rates will (are) go (going) up. This ...
Year-Over-Year Oil Data (USA)
The oil rig count has increased by 13, and it is now the 9th consecutive week that a new high ...
NexTier Oilfield Solutions Part 2: Estimates And Relative Valuation
Our revenue estimate for NEX is much higher in the next year and stable afterward. EBITDA can increase sharply in ...
NexTier Oilfield Part 1: Pricing Improvement And Margin Expansion Are On The Cards
The pricing differentials for NexTier Oilfield's Tier 4 dual fuel equipment widen with the conventional frac spreads. NEX's natural-gas fleet ...
China’s Demand, Emerging Markets and Other News
I am going to talk about few of the important developments both in global oil markets and world economy. First, ...
Year-Over-Year Oil Data (USA)
I have captured industry data is captured, as it relates to the previous business week.
Primary Vision Insights – Premium Subscribers
Rigs moved higher again with another 9 being added- especially in key areas throughout Oklahoma.
RPC Part 2: Estimates And Relative Valuation
The revenue growth estimate is steady for NTM 2023 and NTM 2024 but may slow down after that. EBITDA can ...
RPC Aims Margin Growth; But Cash Flow Is A Concern
While RES does not plan to add to its hydraulic fracturing fleet in 1H 2022, it may add another in ...
Nabors Industries Part 2: Estimates And Relative Valuation
The revenue estimates are stable in the next two years. EBITDA can remain unchanged in NTM 2023 and will remain ...
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