Why Supply Chains and Food Prices will get worse?
t's talk about supply chains and food prices - which seems to be getting worse. Mark Rossano did a detailed ...
Nabors Industries Part 1: Pricing Gains And North American Recovery Offset Balance Sheet Woes
Following the US rig count and crude oil price recovery, NBR's US operations have shown considerable improvement in Q1. Expect ...
Year-Over-Year Oil Data (USA)
I have captured industry data, as it relates to the previous business week.
Liberty Energy Part 2: Estimates And Relative Valuation
Revenue estimates are higher in the next year but can decelerate afterward. EBITDA can increase sharply in NTM 2023 but ...
Liberty Energy Part 1: Quality Fracking And Pricing Rise Counter Supply Chain Pressure
Higher leading-edge pricing will induce fleet reactivation as operators expand capacity. LBRT will deploy PropX's PropConnect software, digiFrac pumps, and ...
What’s Happening in the Global Economy?
As we couldn't film the ECON show this week, I have taken up this task to give you a very ...
Primary Vision Insights – Enterprise Subscribers
Activity will be capped in the U.S. driven by a multitude of factors that we go through in detail below. ...
Year-Over-Year Oil Data (USA):
I have captured industry data is captured, as it relates to the previous business week.
Schlumberger Part 2: Estimates And Relative Valuation
Schlumberger’s revenue estimate is upward trending in the next couple of years but may slow down after that. EBITDA is ...
Gas cut off, Growth in EU, Slowdown in China and other things
The past week, like many other recent weeks, was full of news (mostly bad). The global economic system is under ...
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