Tag Archives: us onshore

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 …

Some savvy Infill Thinking members requested that we provide our Summer Survey results limited to only include E&P operator responses. It’s a good idea, and one that triggered our own intellectual curiosity. So we crunched the numbers and in the charts below, you will see……. There’s a lot more to …

We recently surveyed the Infill Thinking membership on the outlook for 2H19 and 2020. Our 20 survey questions addressed big picture upstream themes, frac sand, and completions trends. We’d like to extend a big thank you to the many participants who weighed in from across the upstream value chain – …

What matters most to Infill Thinking readers is what Schlumberger is doing in the US onshore market and what their view of Lower 48 OFS market conditions is at this juncture. So that’s the focus of the following five points, which we believe are the most important things Schlumberger said …

An important E&P capex update this week reads negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt followed by our analysis: There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

As oilfield service earnings season winds down, the 1H19 pressure pumping narrative is now pretty well established. Here’s what we heard this week that’s a little bit different and off the beaten path… There’s a lot more to this story… Login to see the full update…  To read this update …

This morning, Halliburton hosted their 4Q18 earnings call providing commentary on the 2019 outlook and their strategy. We’ve boiled down the hour-long call into these five bullet point takeaways with broader market implications. There’s a lot more to this story… Login to see the full update…  To read this update …

Some of the most important numbers of early-2019 are trickling out and we’re tracking them here so you don’t have to. 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 …

In our Friday morning newsletter and a post on Thursday, we previewed this Friday and next Friday’s rig count releases as two of the most important to monitor all year. We noted that the rig count surprisingly hadn’t fallen in reaction to crude prices and pointed out that if it …

Rig count still matters and we frame thinking about the next couple releases in this update. 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, …