NexTier Oilfield Solutions Part 2: Estimates And Valuation
Revenue estimates are much higher in the next year and stable afterward. EBITDA can increase sharply in NTM 2022 but ...
NexTier Oilfield Part 1: Short Term Cost Hike Vs. Margin Expansion Through Frac Upgrade
NexTier Oilfield's Tier 4 dual fuel equipment remains sold out as the pricing differentials with the conventional frac spreads widen. ...
Liberty Oilfield Services Part 2: Estimates And Valuation
Revenue estimates are higher in the next year and stable afterward. EBITDA can increase sharply in NTM 2022 but will ...
Liberty Oilfield Part 1: Increased Activity And Better Quality Fracking Maintain Advantages
LBRT focuses on frac fleet upgrade and added revenues from PropX and OneStim fleets. The plans to get have at ...
Primary Vision Insights – March 9th 2022
The U.S. completions market should remain healthy, but the ability of the U.S. market to see a huge “surge” in ...
U.S. Bans Russia’s Oil But Europe Doesn’t
The economic fallout of Russia-Ukraine crisis continues to accumulate and has led to some wild swings in the market.
Year-Over-Year Oil Data (USA)
I have captured key industry data, as it relates to the previous business week. As such, the the oil rig ...
Halliburton Part 2: Estimates And Valuation
Revenue estimates are steady in the next few years. EBITDA can decline marginally in NTM 2022 but will recover after ...
Halliburton Part 1: HAL Has Forceful Drivers; But Steep Pricing Weighs On Valuation
Halliburton sees growth opportunities from increased investment in the Middle East, Russia, and Latin America, especially in specialty chemicals and ...
Schlumberger Part 2: Estimates And Valuation
Schlumberger's management is currently stressing the foundation of solid multi-year upcycles. Short-cycle activity resurgence can facilitate more FIDs, and service ...
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