As expected, the Lower 48 rig count recovery is losing steam during 3Q17. Here’s 3 charts and thoughts on what it means for completions… 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 …
Read More »Big Red And Big Blue Disagree On Rig Count Outlook… But Not Like They Normally Do.
Halliburton and Schlumberger have given two distinctly different outlooks on US rig count direction for the next three to six months over the past two business days. Interestingly, their arguments have departed from their normal advocacy tendencies. See how and who we agree more with in this update. There’s a …
Read More »Schlumberger Just Delivered The Best Macro Summary We’ve Heard In A Long Time
Schlumberger kicked off oilfield service earnings this morning. Everything you need to know about the tone they set is right here. Also, don’t miss the biggest takeaways of the day where Schlumberger’s CEO said… There’s a lot more to this story… Login to see the full update… To read this …
Read More »Halliburton’s New CEO Talks Sand, Stage Pricing, Labor Shortage, Frac Newbuilds, Sandbox, One-Stim, Int’l Outlook
Newly minted Halliburton CEO Jeff Miller spoke earlier this morning at the UBS conference in Austin, TX. Although he’s no stranger to the investment community, this was his first presentation since being named Dave Lesar’s successor. In a wide-ranging “fireside chat,” Jeff shared market insight on frac sand availability, logistics, completions …
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