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Tag Archives: earnings

Frac Inflection… Liberty SMASHES Consensus Estimates… Now Adding Crews In 2 Directions [Developing…]

July 25, 2022 Quick Thoughts

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Positive Read-Through For Frac From ProFrac’s First Earnings Call As A Public Company

June 17, 2022 Quick Thoughts

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Liberty Sees Rebundling, Past-Tense Sand Crisis, Modest HHP Pricing Gains Ahead, & Not Much New On Wet Sand…

April 25, 2022 Quick Thoughts

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New & Noteworthy Takeaways From Liberty’s Pumping & Sand Market Commentary

February 10, 2022 Quick Thoughts

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7 Things Worth Knowing From US Silica’s Frac Sand Market Outlook

May 1, 2020 Infill Thoughts

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US Silica Outlines SandBox Changes & Sand Mine Rationalization Expectations As Proppant Earnings Season Gets Off To A Rough Start

October 29, 2019 Quick Thoughts

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In Other News…. People On The Move, Belt Tightening, Pumping Outlook, Litigation, & Earnings Takeaways

February 8, 2019 Infill Thoughts

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5 Things To Know From Halliburton’s 2019 Outlook Commentary On Tuesday Morning

January 22, 2019 Quick Thoughts

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Schlumberger: US Onshore Will Play Second Fiddle To International OFS Growth Rates In 2019 For The 1st Time In 4 Years

January 18, 2019 Infill Thoughts

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OFS Conference Calls Start Friday. Here Are The Top 10 Big Picture Themes We Are Monitoring This Earnings Season

July 16, 2018 Thinking Ahead

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  • October 30, 2026

    Chevron Captures $100 Million YTD With New AI Tools

  • October 30, 2026

    Frac Prices Are Recovering, But 2 Culprits We’ve Been Calling Out Hit Results

  • October 30, 2026

    For The First Time In A While, Pressure Pumpers Are Plugging Spot Exposure As A Good Thing

  • October 27, 2026

    People On The Move In The Frac Sand Space

  • October 27, 2026

    Northeast Gas Basin Trends From Our Conversations In Pittsburgh Last Week

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