Halliburton’s 4Q20 conference call on Tuesday sets the tone for the company narrative on the 2021 outlook in the Lower 48 pressure pumping market. Here’s what stood out from our listen: Login to see the full update… To read this update and receive our research newsletters, you must be a …
Read More »US Silica’s Latest Frac Sand Market Outlook
In this update, you’ll find key takeaways relevant to the broader frac supply chain marketplace. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven …
Read More »Reading Between The Lines For The Pressure Pumping Market Outlook
On Wednesday, two pressure pumpers talked with investors about their market outlook and current activity levels. Reading between the lines and screening out the marketing and financial details, here are… Login to see the full update… To read this update and receive our research newsletters, you must be a member. …
Read More »Universal Pressure Pumping’s Frac Outlook
Universal’s parent company talked about the outlook for the frac business today… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …
Read More »Halliburton’s Lower 48 Frac Outlook
Halliburton hosted their 3Q20 earnings call on Monday morning and here are the takeaways that matter for folks in the frac business… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current …
Read More »What The Customers Are Saying… About Their Frac Sand
A great many analysts have opinions and prognostications. Forecasts for oilfield services are a dime a dozen. But who’s really listening to what your customers are saying? We are! And here’s what you should know about what they are telling investors about frac sand sourcing… Login to see the full …
Read More »What The Customers Are Saying… About Their Oilfield Water
A great many analysts have opinions and prognostications, which they broadcast loudly – predictions are a dime a dozen these days. Who’s really listening to what oilfield customers are saying? We are! And here’s what you should know about their oilfield water strategies… Login to see the full update… To …
Read More »Frac Focus – Pressure Pumping Market Color From 6 Firms That Control About 1/3rd Of The NAM Frac Market Today
What’s going on in the frac market, hhp trends, working crews, pumping hours etc etc? Read all about it here! Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members …
Read More »The Most Important Thing To Watch This E&P Earnings Season If You Are An OFS Provider [Chart Of The Day]
With E&P earnings heating over the next 7-10 business days, one critical thing we’ll be watching closely is how…. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get …
Read More »5 Things To Know From Halliburton’s Lower 48 Frac Outlook On Monday Morning
It’s on! 2Q20 earnings season is underway and here is our take on the first important market commentary of the season… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) …
Read More »