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Tag Archives: renewables

Halliburton’s Frac Outlook

October 24, 2023 Infill Thoughts

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Halliburton Frac Activity Slips As They Deliver E-Fleets & Retire (Or More Accurately Said… Recycle?) Legacy Pumps

July 19, 2023 Infill Thoughts

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Halliburton Newbuild Strategy Pivots To Replacement From Expansion. Also Mobilizing Multiple Gas Fleets

April 25, 2023 Infill Thoughts

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Results From Impromptu Poll On Future Of Energy

February 2, 2023 Quick Thoughts

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HAL Indirectly Addresses ProFrac’s Sand Strategy As They Build INCREMENTAL Fleets Against A Full Frac Calendar

January 24, 2023 Infill Thoughts

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Digesting Halliburton’s Comments Today On Pricing, E-Fleets, 4Q Budget Exhaustion, & 2023 Growth

October 25, 2022 Infill Thoughts

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Halliburton: “With Almost No Frac Capacity Left To Add In 2022, 2023 Growth Talks Begin Early… & Prices Will Be Higher… ‘What Recession’?”

July 19, 2022 Infill Thoughts

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Halliburton: “The Sand Shortage Is Over, We Sent More NWS Trains To The Permian, & We Are Raising Frac Pricing”

April 19, 2022 Infill Thoughts

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Key Market Takeaways From RPC’s Frac Outlook & Results

January 26, 2022 Infill Thoughts

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Halliburton Frac Is “Sold Out”; Net Pricing Ticking Higher

January 24, 2022 Infill Thoughts

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Page 1 of 212 »

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TIMELINE

  • October 27, 2026

    People On The Move In The Frac Sand Space

  • October 27, 2026

    Northeast Gas Basin Trends From Our Conversations In Pittsburgh Last Week

  • October 27, 2026

    OFS Context For This Week’s Natural Gas Mega-Merger

  • October 23, 2026

    Thoughts On Frac Crews Catching Up To Rigs [Chart of the Day]

  • October 23, 2026

    We Talked. Now They’re Talking. How Do Our Frac Trends Compare To OFS Company Statements?

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