Tag Archives: ofs

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 …

Another installment in our popular series of tidbits on Permian Basin frac sand mine scene happenings. 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, …

Last quarter, Mark was just getting his footing and undertaking a strategic review of the organization he inherited. This quarter, he got much more specific on what the Weatherford of the future will look like. Mark’s plan is more than a fresh coat of paint and new granite counter-tops. It’s …

Superior Energy Services, the ninth largest US pressure pumper by active horsepower, spoke comprehensively about the North American oilfield service market (and Permian completions in particular) on Tuesday morning. We’ve organized our notes from the conference call into the following key points. There’s a lot more to this story… Login …

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 …

For this update we took a quick look at month-to-date horizontal drilling permitting activity in the Permian Basin. 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 …

Supply chain inflation is a trending topic in O&G. One of the biggest debates in the oilfield today centers around the sustainability of the cost reductions E&Ps achieved during the downturn. How much was lasting process change and innovation vs. temporary supply chain price concessions? E&Ps will be far more …