Tag Archives: oilfield service

In the world of consumer products the buying experience is often influenced by emotion. For example, if my mother always bought a particular brand of mayonnaise then it’s likely I will buy the same brand as I have an emotional attachment. It’s not likely that anyone ever bought barite or …

We live-blogged our key takeaways from the Halliburton earnings call on Monday morning. 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 update newsletters High-caliber, data-driven analysis and commentary …

Frac sand mining is evolving rapidly and the oilfield service company role in it is changing too. See what we expect to happen next in the full update. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your …

Epic quantities of frac sand and water will fracture a lot of low permeability rock in the Lower 48 this year. This same sand and water has also fractured the US oilfield supply chain. Conventional wisdom on market segmentation and task ownership is now being challenged. The chain of custody …

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 …

In this update, we’ve canvassed the Permian in-basin frac sand mining scene to get a read on the timing of local sand availability. 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 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… 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.) …

In our view, here are the ten most important things Schlumberger said about the OFS market outlook on their 4Q17 conference call on Friday. This update breaks down the 1-hour plus SLB call into a 5-minute read. There’s a lot more to this story… To read this update and receive our research …

Since New Year’s Day, ~40 fresh IR decks have hit the wires from the O&G industry… and that doesn’t even include downstream or midstream. The presentation dump came ahead of the year’s first significant O&G investor conference this week. We have cherry-picked the following datapoints with 2018 implications from public …

We believe the following 20 questions encapsulate the transcendent themes facing the US oilfield service market during 2018. These are not in any particular order. We have included plenty of context and background for each question, but we stopped short of answering them. As the new year begins, so much can still …