Tag Archives: us onshore

With 2019 planning season in full gear, decision makers and forecasters are grappling with commodity price cross-currents. As many market participants are now arriving at conclusions that will set the stage for the year-ahead, we thought it’d be useful context to take a look back at an outlook baseline set …

When we attended the Petroleum Connection’s frac sand conference in San Antonio in late-October (the largest frac sand event in history by the way), one of our key takeaways from sideline conversations was… This prediction was confirmed this week, but more important than the confirmation was an indicator for 2019 …

In no particular order, here’s some stuff that matters about the frac supply chain… 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 …

Halliburton reported earnings Monday morning and hosted their quarterly conference call with investors. Here are four things to know from their remarks. 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 …

While we were getting drenched in the MidCon this week, the sky was falling in New York too. 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 …

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 …

No EPS or EBITDA or financial speak to give you tired-head. Just the market intel that really matters curated from Halliburton’s earnings conference call on Monday April 23. Oh and also the fireworks… lots of fireworks. There’s a lot more to this story… Login to see the full update…  To …

Newly minted public frac company Liberty Oilfield Services hosted their first ever quarterly earnings call on Tuesday March 13, 2018. We are live-blogged it, and these are our key takeaways… There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

This year, we’ve found it helpful to keep an eye on the frac spread count (FSC) maintained by Primary Vision, Inc. So we called our friend Matt Johnson, a principal at the data firm that maintains the FSC, to learn more about how this metric came to be and the methodology behind …

Last week, we asked readers to answer 13 questions about the outlook for 2018. The focus of our survey was key trends and themes in the US onshore business. Participation was strong, with a diverse mix of respondents – all of whom are well informed on Lower 48 trends. In …