Tag Archives: ofs

Thinking Through The 2H19 E&P Spending Setup [Chart Of The Day]

After updating our company-by-company E&P capex model this week, we’ve concluded that… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …

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In Other News… Jump-starting Greenfield Construction?, Big Blue, Unbundling Nuggets, LML Notes, Rockies Rife With Regulatory Risk…

In addition to the in-depth updates published early this week, a few other interesting items crossed our desk. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get …

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E&P Budget Revision Risk Bites

This week, a negative revision risk we’ve been highlighting surfaced in the form of a swing from growth to contraction. After digesting, we zoom out to look at US spending trends as a whole. There’s a lot more to this story… To read this update and receive our research newsletters, you …

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When It Rains, It Pours

While we were getting drenched in the MidCon this week, the sky was falling in New York too. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research …

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Halliburton Issues A Rebuttal And An Endorsement

No EPS or EBITDA or financial speak to give you tired-head. Just the market intel that really matters curated from Halliburton’s earnings conference call on Monday April 23. Oh and also the fireworks… lots of fireworks. There’s a lot more to this story… To read this update and receive our research …

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