Tag Archives: earnings season

The Most Important Things E&Ps Said Last Week…

E&P earnings season is underway. Over the past few days, we’ve… One Key Underlying Theme: Public E&Ps are… 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 …

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US Silica’s Latest Frac Sand Market Outlook

US Silica provided their 2Q21 results and rest of year outlook this morning. Here is a digestible bullet point summary of the key market intel they shared… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

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All Eyes On Halliburton’s Pricing Commentary – Digesting Big Red’s Frac Market Commentary & Outlook

Halliburton’s conference call this week outlined… 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 New angles on stories you’ll only …

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US Silica’s Market Outlook

US Silica provided their 1Q21 results and rest of year outlook this morning. Here is a digestible bullet point summary of the key market intel they shared… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

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Halliburton Opens Up On Vorto Relationship For The 1st Time; Also Some Frac Market Outlook Takeaways…

Halliburton’s conference call this week confirmed an Infill Thinking exclusive from six months ago… 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 …

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