The geopolitical risk premium is back in crude oil markets. Where do we go from here if we are an oilfield market participant? Initial thoughts and analysis… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Downturn Cancelled? Middle East War Analysis Part ONE: Shale & OFS Outlook Implications
The geopolitical risk premium is back in crude oil markets. Where do we go from here if we are an oilfield market participant? Initial thoughts and analysis… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »SHALE SLUMP SIGNALS: Key Datapoints In 8th Week Since Oil Crash
Each Friday while oilfield uncertainty remains elevated, we will publish a new edition in our Shale Macro Reaction Monitor report series. In this research series, we are curating the weekly oilfield signals and datapoints that reveal shale market direction. Here are this week’s datapoints… There’s a lot more to …
Read More »SHALE SLUMP SIGNALS: Key Datapoints In 7th Week Since Oil Crash
Each Friday while oilfield uncertainty remains elevated, we will publish a new edition in our Shale Macro Reaction Monitor report series. In this research series, we are curating the weekly oilfield signals and datapoints that reveal shale market direction. Here are this week’s datapoints… There’s a lot more to …
Read More »SHALE SLUMP SIGNALS: Key Datapoints In 6th Week Since Oil Crash
Each Friday while oilfield uncertainty remains elevated, we will publish a new edition in our Shale Macro Reaction Monitor report series. In this research series, we are curating the weekly oilfield signals and datapoints that reveal shale market direction. Here are this week’s datapoints… There’s a lot more to …
Read More »SHALE SLUMP SIGNALS: Key Datapoints In 5th Week Since Oil Crash
Each Friday while oilfield uncertainty remains elevated, we will publish a Shale Macro Reaction Monitor. In this research series, we are curating the weekly oilfield signals and datapoints that reveal shale market direction. Here are this week’s datapoints… There’s a lot more to this story… Login to see the …
Read More »SHALE SLUMP SIGNALS: Key Datapoints In 4th Week Since Oil Crash
Each Friday while oilfield uncertainty remains elevated, we will publish a Shale Macro Reaction Monitor. In this research series, we are curating the weekly oilfield signals and datapoints that reveal shale market direction. Here are this week’s datapoints… There’s a lot more to this story… Login to see the …
Read More »SHALE SLUMP SIGNALS: Key Datapoints In 3rd Week Since Oil Crash
Each Friday while oilfield uncertainty remains elevated, we will publish a Shale Macro Reaction Monitor. In this research series, we are curating the weekly oilfield signals and datapoints that reveal shale market direction. Here are this week’s datapoints… There’s a lot more to this story… Login to see the …
Read More »A Black Swan Macro Storm Is Here… Shale Channel Checks & Initial Thoughts On Outlook Reassessment
TGIF… what a wild week in the economy. In this report, an update on what happened, what we are hearing from our industry contacts, and some initial thoughts as we reassess our own oilfield outlook. There’s a lot more to this story… Login to see the full update… To read …
Read More »OFS Market Turbulence Getting Even Bumpier – 6 Downturn Datapoints In Permian Frac, Logistics & Sand
With 3Q24 earnings season around the bend, the fundamental setup for oilfield services remains very challenging. From our latest field checks, here are a half dozen quick hits that illuminate the difficult downturn conditions in the sector right now. There’s a lot more to this story… Login to see the …
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