Infill Thinking Lifting the O&G knowledge curve
Halliburton Newbuild Strategy Pivots To Replacement From Expansion. Also Mobilizing Multiple Gas Fleets
Permian Sand Supply – Is It Damp Or Is It Dry? [Chart Of The Day]
A Look At Local Sand Nameplate Capacity Growth [Chart Of The Day]
Permian Sand Mining Activity Hits New Post-Covid Highs [Chart Of The Day]
HAL Indirectly Addresses ProFrac’s Sand Strategy As They Build INCREMENTAL Fleets Against A Full Frac Calendar
Super Majors Are Starting To Show Their Cards On Higher 2023 Shale Spending
Digesting Halliburton’s Comments Today On Pricing, E-Fleets, 4Q Budget Exhaustion, & 2023 Growth
Halliburton: “With Almost No Frac Capacity Left To Add In 2022, 2023 Growth Talks Begin Early… & Prices Will Be Higher… ‘What Recession’?”
Halliburton: “The Sand Shortage Is Over, We Sent More NWS Trains To The Permian, & We Are Raising Frac Pricing”
Key Market Takeaways From RPC’s Frac Outlook & Results
