Monday Macro View - Dallas Fed Energy Survey
Dallas Fed Energy survey just confirmed what Primary Vision’s data have been saying from past few months. In this week’s special report for our Enterprise Subscribers, we dig deeper into the frac job and spread forecasts for key basins and compare them with the latest energy survey. Read the Monday Macro View** to learn about the findings.
Market Sentiment Tracker - Global Economy turns bearish
More than 50% of the recent indicators coming out of the U.S., Europe and China have turned bearish last week. This aligns well with what we are experiencing globally. Where will this lead to? Which factors to follow? Read in this week’s Market Sentiment Tracker*
OFS Ranking Index - Discipline re-drives rating
The OFS Index remains broadly stable from Q3 to Q4. Structural leadership remains intact, but relative positioning is now being reshaped by capital discipline, backlog visibility, and early-cycle supply tightening signals. What do the early signs of tightening within pressure pumping suggest? Read this highly insightful analysis* to find out more.
KLX Energy Perspectives - Key Takeaways
KLXE’s management expects Q1 to be the weakest quarter due to seasonal budget resets, slower completion restarts, and weather disruptions. But the company aims to build upon its strengths and focus on higher margins. As such, what is the outlook for KLX? What are the finances saying? Read the Key Takeaways for KLX Energy Perspectives* here.
Special Read: Is America ready to fuel world’s hunger for NGL?
Natural Gas Liquids do not dominate energy headlines the way oil and LNG do, but they sit at the intersection of U.S. upstream activity, petrochemical feedstocks, and global energy trade and right now, the world is scrambling for every barrel America can produce. But is it ready to quench the global thirst for NGLs? We share what our own NGL monitor tells about the supply- demand scenario. Read the article here.*
Free Read: Everything you need to know about Jet fuel
Jet fuel has been one of the products hardest hit by the ongoing disruptions in the Middle East. This week’s free read answers your key questions: What is jet fuel? Who produces it? Who are the leading importers and exporters? And what lies ahead for the market? Read the piece here.
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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