With 27 oilfield earnings reports this week, including a dozen conference calls on Thursday alone, C-suites across the patch opened the information flood gates. We continue to pore over transcripts and 10-Qs. For this update, we are driving right on past the usual suspects. Laterals are getting longer, sand’s expensive and …
Read More »Sharing Our Cheat Sheet For 1Q17 Reporting Season: Key Themes For 8 Oilfield Sectors
Earnings season begins Friday morning. Here’s our cheat sheet of just the most important themes and trends to listen for as management teams discuss the outlook. We’ve broken down the cheat sheet by US onshore E&P, majors, completion service providers, frac sand miners, onshore drilling, offshore drilling, and diversified oilfield services, …
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Infill Thinking Lifting the O&G knowledge curve