US Silica reported better than expected 3Q17 and a very strong outlook for 2018 Monday evening. Tuesday morning on the conference call, we recorded market insights on SandBox, West Texas capacity, updates on US Silica’s Crane & Lamesa plants, 2018 overall demand, contracting activity, the outlook for Northern White, among …
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Last week, we came across a great rundown of oilfield leaders in specific product service lines prepared by EnergyPoint Research. For those new to oilfield services, this list is a great way to get up to speed on who does what. For those that have been around the business for …
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On Schlumberger’s conference call Friday morning, CEO Paal Kibsgaard made one central theme very clear. He is preparing his organization for growth again. Conversations with almost every Schlumberger customer on pricing increases have begun. Outside of Asia Pacific, Kibsgaard sees tender shoots of recovery sprouting in every market across the globe. There’s a …
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On Wednesday, Halliburton kicked off earnings season with a tidy report that boosted the stock by 5%. In other posts, we covered our key takeaways from the press release and a significant tone shift that has implications for future upcycles. Seven key observations about the competitive landscape are discussed here, but first we pause for …
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Infill Thinking Lifting the O&G knowledge curve
