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are you capacity constrained relative to the level of demand you are seeing
Ahmed, I think if I got you right you were talking about practically flat margins SPC consolidation, right. That's better than what I was thinking
you said $15 million impact in the second quarter, right? So it sounds like you're baking in higher impact in the back half of the year
walk us through the key moving pieces keeps your market and how they are moving and how should we think about them going forward through the rest of the year?
which one of these four should we think would be the most meaningful for Gas Tech Services growth?
which markets or operators do you think would be the first to change their behavior? Which regions should we expect to benefit first
How are you thinking about that right now? And how do we move through the remainder of 2026 based on what we know right now on the demand side and the pricing power side of things
on the margin side of things, Jeff, as we think about the pluses and minuses, pricing is part of it
how quickly can Halliburton, your customers, move into the country. What do you need to see to start doing that
how does the collaboration outside the U.S., right? So the Middle East like you're targeting right now, how does that look like from a funding from a CapEx standpoint
How are you targeting the North American market with the aim of maximizing value like you've been trying to do
if that's what happens, right? Saudi more [ LSTK ], Middle East in general is more
how should we think about what kind of level of activity that you would be using to frame what you think you can take out of your cost structure
what parts of your businesses are seeing the most impact from tariffs and then how are you looking to mitigate that going forward
Maybe talk to what countries, what regions drove that growth, Jeff and what should we expect from those regions going forward
Maybe talk to that a little bit and give us a little more color on which of those four growth engines you see the most opportunity and which ones you think are going to be the most powerful
if I'm doing the rough math right, that implies Mexico maybe it's down like 25% year-over-year. First thing, can you maybe validate that kind of math
is there some opportunity that you have, Olivier, over the next year or so to look at your cost structure, and maybe something comes out of it
are there any pockets where pricing is, or is likely to soften as we move through '25? Should investors be worried about that?