Monday Macro View - Wild Swings in Oil prices, what will be its impact on shale?
$30 up and $30 down - this has been one of the wildest swings in the history of oil markets. While much is being discussed about where prices are headed, not many are talking about its impact on the largest producer of oil, i.e., U.S. shale. Also, gas prices are rising. Will we see more activity in gas-dominant basins? Finally, can U.S. producers replace the Middle Eastern barrel? Read our Monday Macro View to find out more.*
Market Sentiment Tracker - One Strait, Every Wallet
The U.S. economy just had one of the largest downward revisions in its payrolls in recent years. Consumer confidence is down. Prices at the pump are up. Will this be enough for the U.S. to get out of the war? What will be its impact on Europe and China? Read the full Market Sentiment Tracker* to find out more.
Perspectives Key Takeaways - NOV and Patterson UTI
These two articles ask the key questions investors should be thinking about heading into 2026: Is Patterson-UTI positioned to benefit if oil and gas activity stabilizes, and can its tighter horsepower, digital completions push, and international growth offset a cautious U.S. market? At the same time, can NOV manage North American weakness while using restructuring, backlog strength, offshore momentum, and rising FPSO opportunities to drive longer-term upside? Together, the pieces cover what each company’s outlook says about industry conditions, capital discipline, international demand, and valuation—and whether either stock looks attractive in a still-uncertain energy services market. Read our Perspective on NOV and Patterson UTI.
Free Read - Millions of barrels released but will it help oil prices?
IEA and other countries have come together to release what may be the largest emergency fund release in history. However, oil prices, instead of going down, started to increase! Why did this happen? Will the release help quell the panic? Read the full FREE READ here.
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