Tag Archives: trends

On Monday, Halliburton was the second oilfield service company to host a conference call so far during the early days of 1Q19 earnings season. Here’s what you need to know from the call if you work in the US completions supply chain. There’s a lot more to this story… To …

Status quo in frac sand? Yep. For the first time in two years, disruption is in the review mirror not smack dab ahead of us. See how and what’s next in this thematic piece… There’s a lot more to this story… To read this update and receive our research newsletters, …

Our regular weekly rig count update this week shines the spotlight on the SCOOP/STACK rig count. 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 Exclusive research …

Check out a top ten list of the latest market intel tidbits we rounded up this week… 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 …

With 2019 planning season in full gear, decision makers and forecasters are grappling with commodity price cross-currents. As many market participants are now arriving at conclusions that will set the stage for the year-ahead, we thought it’d be useful context to take a look back at an outlook baseline set …

In this update, we follow up on several recent Infill Thinking stories with what’s new. Follow-up topics include: wellsite storage replacement cycle appearing in the mainstream press. a new mine opens confirming an exclusive report. … … There’s a lot more to this story… To read this update and receive our …

In this update, check out what’s new in the narrative of frac sand’s transition to a local supply base. 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 …

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 …

The frac market is in flux. Who’s still planning to grow? Who’s not? Will plans be realized? We quantify and discuss… 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 …

Schlumberger will kick off oilfield service earnings season with their conference call on Friday July 20, with Halliburton’s report following on the next business day. Here are the top themes we will be listening for on 2Q18 conference calls: There’s a lot more to this story… To read this update …