Tag Archives: pressure pumping

Scrapping is a tough but necessary step to set the pressure pumping industry up for a return to health. It’s a key hurdle to making frac investable again. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

Halliburton reported 3Q19 earnings on Monday and the stock market ate up the cost cuts (stock was +8% intraday). We thought it was notable that CEO Jeff Miller focused much of his opening remarks on international. Halliburton is known more for their NAM footprint, but growth areas get airtime and …

Friday’s 3Q19 earnings report and conference call from Schlumberger were of much greater interest than usual for US oilfield service market participants for two reasons: …. 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 …

For those looking to learn what exactly happened, yesterday’s communication is likely to be seen as a disappointment. Here’s what stood out as we read the SEC filing… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

We had a conversation with a frac sand supplier this morning that went alot like many others we’ve had with contacts in the supply base recently… 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 …

In this update, we share our thought progression upon seeing talk implying that a new frac pump design might be considered to be an “e-frac killer.” 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 …

This chain of events may end quietly with little fanfare and that’d be great. But we’ll be keeping an eye out for additional filings here as it’s not every day we see this much action on the legal disclosure front… There’s a lot more to this story… Login to see …

Boiling down everything that’s crossed our desk this week to just the following 12 items of import wasn’t easy. After the typical summer lull in news flow, it feels like folks are getting back to work in the oilfield business. School is about to start, folks are returning from summer …

3 wrinkles in Halliburton’s earnings call commentary yesterday went underappreciated in the myriad of conference call coverage available elsewhere… Here’s three notable nuances that caught our attention. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

We analyze the latest electric frac fleet news, breaking down a new disclosure from a leading pressure pumper. 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. If you are new to …