The Schlumberger conference call begins at 7:30 am this morning, and we are live blogging the highlights here. Before the call starts, we posted two observations from the press release. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »FTS Int’l Says Frac Market Is Ebbing Not Flowing, Confirms Last Mile Conversion Datapoint [Live Blog Complete]
We live-blogged the FTS International conference call this morning, listening for oilfield marketplace implications (not so much financials or FTSI idiosyncratic issues). There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If …
Read More »US Silica Explains Permian Plant Delays, Says One Big Customer Has Switched Back To NWS [Live Blog Complete]
We live blogged our takeaways from the US Silica earnings conference call on Tuesday morning… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, …
Read More »Halliburton Issues A Rebuttal And An Endorsement
No EPS or EBITDA or financial speak to give you tired-head. Just the market intel that really matters curated from Halliburton’s earnings conference call on Monday April 23. Oh and also the fireworks… lots of fireworks. There’s a lot more to this story… Login to see the full update… To …
Read More »Soft Prices & Oversupply In Pressure Pumping Are Pushing Schlumberger’s Frac Reactivation Plan To The Right
Oilfield earnings season kicked off Friday morning as Schlumberger discussed the outlook. No EPS here, just the important market points Big Blue made about business conditions in North America. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »US Silica Conference Call Highlights [Live Blog Has Ended]
We live-blogged our notes and thoughts from the US Silica earnings conference call on 2/21/18… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or …
Read More »Schlumberger Talks US Frac Fleet Growth, US Onshore Bottlenecks, And International Outlook
In our view, here are the ten most important things Schlumberger said about the OFS market outlook on their 4Q17 conference call on Friday. This update breaks down the 1-hour plus SLB call into a 5-minute read. There’s a lot more to this story… Login to see the full update… To …
Read More »9th Largest US Pressure Pumper Says Permian Completion Supply Chain & Logistics Are A Mess
Superior Energy Services, the ninth largest US pressure pumper by active horsepower, spoke comprehensively about the North American oilfield service market (and Permian completions in particular) on Tuesday morning. We’ve organized our notes from the conference call into the following key points. There’s a lot more to this story… Login …
Read More »Schlumberger Restores Its Focus On The Pursuit Of Growth… Outside The US Too
This morning, Schlumberger management hosted a conference call with analysts to discuss 4Q16 results and the 2017 outlook. The company kicked off oilfield service earnings season on a positive note. Following nine consecutive quarters of relentless workforce reductions, cost cutting, and restructuring efforts, Schlumberger is restoring focus on the pursuit …
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