Oilfield earnings season is underway. We provide our key takeaways from the first earnings call of the season, boiling down an hour-long call into a 5-minute read of pithy points. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »What Paal Kibsgaard Said About The Permian Should Make Everyone Who Plans To Be There For Awhile Stop And Think…
Schlumberger went to town on a long-term risk in the Permian that we have been calling an existential threat for several quarters now. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. …
Read More »Schlumberger Says International Oilfield Service Markets Have Finally Turned The Corner [Live Blog Complete]
The Schlumberger conference call begins at 7:30 am this morning, and we are live blogging the highlights here. Before the call starts, we posted two observations from the press release. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Schlumberger Just Delivered The Best Macro Summary We’ve Heard In A Long Time
Schlumberger kicked off oilfield service earnings this morning. Everything you need to know about the tone they set is right here. Also, don’t miss the biggest takeaways of the day where Schlumberger’s CEO said… There’s a lot more to this story… Login to see the full update… To read this …
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