Halliburton’s conference call this week echoed research presented in Infill Thinking’s recent stream on completions trends around pricing, materials and logistics… 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 …
Read More »Halliburton Sings 5F’s Praises; Says Net Pricing Is Back In Frac
Halliburton’s conference call this week echoed an inflection in Infill Thinking’s recent research flow on net pricing in frac… 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 …
Read More »Shots Fired In E-Frac World [Friday Fun]
Halliburton held a webcast during the Barclays investor conference this week, and we analyzed the finer points around ESG-fleets here. During our viewing, we kept getting distracted by the captivating…
Read More »HAL Hot Takes On ESG Frac Fleets
This week, Halliburton talked about something we’ve been doing a lot of work on lately: ESG fleet trends. Here’s the key points and the key pieces from our archive to add context… There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »All Eyes On Halliburton’s Pricing Commentary – Digesting Big Red’s Frac Market Commentary & Outlook
Halliburton’s conference call this week outlined… 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 your membership has expired, please email us to discuss …
Read More »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… 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 your …
Read More »Modeling The US Frac Fleet By Power Source [Chart Of The Day]
In partnership with our affiliate Lium, we’ve recently begun to actively model frac spreads by power type across the Lower 48…. 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 …
Read More »Halliburton Talks Frac Market & Changes Their Tone On E-Frac
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: There’s a lot more to this story… Login to see the full update… To read this update and receive …
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… 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 »Halliburton Will Not Chase Market Share In The Frac Crash [Live Analysis Of Big Red’s Latest Thinking On The Lower 48]
This morning at 8am central, Halliburton will host their 1Q20 earnings call. Needless to say, their remarks on challenging Lower 48 business conditions will be closely watched. While outlook / guidance could be light since visibility is limited, we expect some good color on current market conditions to come from …
Read More »