Tag Archives: schlumberger

As most readers know by now, Schlumberger sold their frac business to Liberty in a big deal announced this morning. The deal, code named “Project Stars” per the deck title, makes Liberty… There’s a lot more to this story… Login to see the full update…  To read this update and …

Towards the end of Q&A during today’s call, came perhaps the most interesting thing that management said about the US market all morning. Specifically, Schlumberger was asked where the US frac fleet count might bottom. Management used the opportunity presented by this question to refute some of the doomsday frac …

4Q19 earnings season is officially underway in the oilfield with Schlumberger’s call kicking things off this morning. Three months ago, their last earnings conference call prompted us to ask: What Is Schlumberger Going To Do With Their North America Business? Since then, we’ve all heard the speculation that… There’s a …

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 …

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 …

In a slide deck released this morning, Schlumberger provided some interesting comments on frac sand. 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 Infill Thinking, or …

In our view, here are the ten most important things Schlumberger said about the OFS market outlook on their 4Q17 conference call on Friday. This update breaks down the 1-hour plus SLB call into a 5-minute read. There’s a lot more to this story… Login to see the full update…  To …

The OneStim JV between Schlumberger and Weatherford contemplated in March of 2017 has broken apart. Instead, Weatherford sold off its idled pressure pumping business to Schlumberger. What does this mean for the players and the market? We have some thoughts here… There’s a lot more to this story… Login to …

Listening to Schlumberger’s conference call this morning, we were reminded just how much Big OFS has changed. In this update, we focus on takeaways relevant to the oilfield’s general population – specifically the outlook for US pressure pumping, international OFS, new offshore contracting models, and the oil macro. There’s a lot …

Context and thoughts on the Borr / Schlumberger announcement. 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 Infill Thinking, or your membership has expired, please email …