The guar shortage five years ago provides a useful framework for thinking about the latest completions supply chain crisis. 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 …
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Here are our key takeaways in terms of general oilfield service market insights from the Halliburton conference call on Monday 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 …
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Halliburton hosted what we saw as a generally positive and realistic conference call Monday morning. The stock took a hit, we believe due to slowing NAM cyclical growth overall not because of HAL-specific concerns. The US rig count is pulling back as expected. In that context, Halliburton is focused on …
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Infill Thinking Lifting the O&G knowledge curve
