Early release of our weekly note as we start our drive to Midland momentarily.  Cooking BBQ on Tuesday at the Bynum School and hoping to book some meetings while in the Permian – let us know if you are around. KLXE Q3 Earnings:  Reported…

Upcoming Events:  The DEP team will host a reception in Midland on August 9th along with small reception in Houston on August 12th.  Next Sunday, we’ll recap a recent Marcellus trip where our team toured a low-emission electric fleet powered by gas genset technology. Permian…

We have returned from a three-day jaunt to the Permian/Fort Worth.  Observations below.  This week we stay in Houston for company update calls.  Next week the research team heads to Bossier City while the sales team heads to Whistling Straits.  Life’s not fair.  Near-term…