Permian Observations. We had the pleasure of returning to the Permian once again with this trip marking the 113th night we have stayed at a Hilton properties YTD (not all work related, however). On this field visit, we caught up with contacts in multiple segments,…
Q4 Earnings Season kicks off this week with HAL leading the way on Tuesday. These are themes we’ll be looking for over the next few weeks: (1) E&P commentary with respect to free cash flow allocation – we don’t envision publics talking up further…
We recently returned from our 10th trip this year to the Permian – getting in and out before the winter weather excitement. The good news is an expectation for continued activity growth, best characterized as stable-to-slightly improving. Several companies report more populated Q1 calendars…
A few quick observations this week on the near-term rig count as well as some other oil service considerations. DEP Update: We are driving the smoker up to East Texas tomorrow to BBQ for some local clients. If you are in the Marshall…