Monday Macro View – other countries try to mimic the shale model
The Frac Spread Count continued its expansion with the latest number at 171 registering a gain of 5 on a WoW basis. FSC has climbed 15.5% since its January low and Frac Job Count has also registered gains. Meanwhile, Argentina and Mexico have turned their attention towards shale for energy security and domestic needs. What does it entail? Find out in this week’s Monday Macro View.*
Market Sentiment Tracker – The economy blinked this week
Split signals coming out of the U.S. economy. Some indicators hint towards a sharper slowdown. Will it happen? U.S. economy has surprised everyone on the upside past year. Will that repeat? Also, will the service sector in Europe make a comeback? China is facing a reserve problem. Will China come out of its deflationary dynamic? Answers to all of the above and many more questions in this week’s Market Sentiment Tracker.*
Frac Capacity is not absorbed fast enough as operators tighten CAPEX
The U.S. pressure pumping market is no longer deteriorating, but it is also not tightening in the way many expected going into 2026. Activity has stabilized, completion schedules are becoming denser, and operators are pulling forward DUCs. What does this mean for efficiency gains and utilization rates? Is the current increase in activity incremental or structural? Read this analysis* to find out more.
Free Read: What happens if peace talks fail?
Second round of peace talks begin soon. But what happens if it fails? What will be the consequences for the global economy? What about oil markets and especially the U.S. shale? Read about this in our latest free read.
If You’re Still Relying on Lagging Data, You’re Already Behind. EFRACS shows where activity is moving before production reacts.
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