Monday Macro View - How is every basin pcerforming?
Oil prices continue to increase. But how are basins behaving as a result? Do we see more activity in the Permian? What about those heavily weighted toward natural gas production? Our Frac Job Count forecast reveals very interesting patterns moving forward. The billion dollar question is: will we see more production from U.S.? This week’s Monday Macro View**, written specially for our Enterprise Subscribers, offer in depth analysis of basin by basin trends.
Market Sentiment Tracker - Repricing global monetary policy
One of the most important developments in the aftermath of the current geopolitical upheaval is the change in global monetary policy regime. What do we mean by that? The whole world has now repriced rate expectations and it has started to manifest in countries like the U.S., UK and China. How is the global economy looking moving forward? This week’s Market Sentiment Tracker* answers this question.
Key Takeaways: ProFrac and TechnipFMC
As always we bring you some key financial insights from the OFS industry. TechnipFMC has won five of six sanctioned 20K projects. How will this impact their EBITDA and what’s the latest in their subsea 2.0 platform? Similarly, many questions come into mind regarding ProFrac. In the U.S. onshore market, operators are pulling forward DUC completions. Completion calendars are also becoming denser. However, it is still unclear whether this will translate into higher rig counts. ProFrac’s partnership with Seismos is advancing closed-loop fracturing by combining surface automation with subsurface intelligence. How will this impact its future bottomline? Read the key takeways to find out.
Series of Special Reads!
This week we are sharing some extra reports with our readers as so much is happening around the world. We first offer insights into an often asked question: why are there so many different prices and grades of oil? Understanding this can bring perspective that many in oil markets are missing at the moment. Similarly, with gas prices in focus, we evaluate how is resilience in gas rewriting the U.S. shale playbook. Our analyst, Avik, also brings in a very interesting article that talks about Pressure Pumping ranking in Q4. There is also a Free Read included that will guide you through everything latest with Russian oil flows and dark fleet.
If You’re Still Relying on Lagging Data, You’re Already Behind. EFRACS shows where activity is moving before production reacts.
Get Access to EFRACS: efracs.com