Infill Thinking Lifting the O&G knowledge curve
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 the right things in our view, leveraging their scale and operational efficiency to maximize share of the growth opportunity that remains.
The discussion illuminated Halliburton’s position on some key market debates including frac pricing, newbuilds, E&P investments, and sand/well. Here are our takeaways and analysis of Monday morning’s Halliburton conference call…
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photo of the day from social media:
بَــــآسِ 바실 on X (formerly Twitter): “My 3rd anniversary of joining to #Halliburton 28/9 #good_morning 💖 pic.twitter.com/TtzGojYQ9U / X”
My 3rd anniversary of joining to #Halliburton 28/9 #good_morning 💖 pic.twitter.com/TtzGojYQ9U
