Late-last year, we introduced our Shale Executive Sentiment Index to try and gauge how management teams from drilling to service to E&P were thinking about growth in 2017. We were able to measure sentiment by quantifying the frequency of references to growth as shale executives spoke to investors. At the time …
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On Wednesday, Halliburton kicked off earnings season with a tidy report that boosted the stock by 5%. In other posts, we covered our key takeaways from the press release and a significant tone shift that has implications for future upcycles. Seven key observations about the competitive landscape are discussed here, but first we pause for …
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Halliburton and its peers may share a common outlook, but they sure do differ on oilfield service strategy. Jeff Miller got a little chippy Tuesday, throwing some jabs at Schlumberger and other oilfield service firms as he described Halliburton’s advantages. We discuss Halliburton’s punches thrown, and review other important takeaways from Jeff’s talk. …
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Infill Thinking Lifting the O&G knowledge curve
