ProFrac Holding: Q1 TAKE THREE
What does ProFrac’s outlook imply? ACDC’s financial performance improved in Q1: WHY? Will frac spreads decline in Q2?
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What does ProFrac’s outlook imply? ACDC’s financial performance improved in Q1: WHY? Will frac spreads decline in Q2?
The global economy is moving into a phase where surface metrics no longer align with underlying mechanics. A closer reading...
The term "Tier 1 acreage" has long served as shorthand for the most productive rock in U.S. shale — often...
Newbuilds: Which regions to add more in 2025? Q1 revenue and margin: Up or down? FCF turned negative in Q1
Get a brief of PUMP’s Q1 financial results. Will its frac spread count decline in Q2? Adds more natural gas-fueled...
As oil markets brace for volatility in 2025, OPEC+ members are finding it hard to comply to production limits. While...
Since the start of the year, we have been closely tracking the evolution of the global economic landscape — a...
NOV’s topline and operating profit declined in Q1 Backlog decline: Will it affect growth? Will NOV outperform despite the industry...
The U.S. shale industry has long depended on its Tier 1 acreage — the most productive, lowest-cost drilling locations that...
Which regions took the hit in Q1? What are the next growth drivers? Cash flows improved, and share buybacks accelerated