Marco/Headlines/Events BKR U.S. Land Rig Count was down 8 rigs w/w to 754 rigs. WSJ- China Reopens to the World as International Travel Restrictions End Link WSJ- Solar Startup Enpal Nears $2.4 Billion Valuation in TPG-Led Investment Link WSJ- Best Stock-Fund Managers…
DEP Update: Happy New Year! An early release today as we will soon depart North Carolina to return to Houston. Kicking off this weekend’s note is our first Ruminations piece by our newest team member, Bill Herbert. This, in our humble opinion, is a…
Macro/Headlines/Events BKR U.S. Land Rig Count: Two weeks in a row, the BKR rig count is down. This week moving lower by 3 rigs to 760 rigs. We are not freaking out, yet. How Washington Persuaded Europe to Put a Price Cap…
Macro/Headlines/Events BKR U.S. Land Rig Count: -1 rig w/w to 763 rigs. WSJ-Oil Price Rises After Russia Cap Kicks In- Link WSJ-OPEC+ Keeps Oil Curbs Despite Russia Price Cap- Link WSJ- Chevron’s Long Game in Venezuela Brings It Political Risk Link WSJ-…
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Macro/Headlines/Events BKR Rig Count- The U.S. onshore rig count was +2 last week to 764 rigs, which will close out November at +12 rigs for the month. Source Daniel Energy Partners/Baker Hughes WSJ- Stock Futures, Oil Slide Amid Protests…
https://linktr.ee/inbasinobservations
DEP Update: We will be participating at the Bank of America Energy Conference in Miami this week. Rough job. Next up, we’ll be attending the Piper Sandler Energy & Power Winter Symposium in NYC on December 1st. On December 6th we will sit on…