

Q1 2025 Research Theme: US Shale Activity Slowing – Cyclical Trough or Structural Twilight?
Recent market commentary should make it abundantly clear to the White House that it cannot direct the independent US oil & gas industry...


Q4 2024 Research Theme: US Tariffs Challenge The Economic Security Of Both Canada & Mexico (And The US)
“A week is a long time in politics” The first week of March saw the US impose swingeing 25% tariffs on all imports from Mexico and...


PillarFour Capital Announces Investment in Contact Chemicals
Contact is a specialty oilfield production chemical supplier that has been an industry leader in the development and application of oil...