Quick Thoughts

Reliable context for the biggest breaking news stories

Halliburton’s New CEO Talks Sand, Stage Pricing, Labor Shortage, Frac Newbuilds, Sandbox, One-Stim, Int’l Outlook

Newly minted Halliburton CEO Jeff Miller spoke earlier this morning at the UBS conference in Austin, TX. Although he’s no stranger to the investment community, this was his first presentation since being named Dave Lesar’s successor. In a wide-ranging “fireside chat,” Jeff shared market insight on frac sand availability, logistics, completions …

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Weatherford Finally Focuses On Process Over Outcome

A portfolio manager I worked for in a prior life always said “focus on process not outcome.” It’s a helpful way of approaching problem solving and decision making by shutting out the distraction of daily progress toward goal. At the end of the day, outcome is all that really matters to stakeholders …

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