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…

DEP Update:  Just back from Midland (observations below) and heading to Denver tomorrow for two days of meetings and a small group dinner.  One open slot in Denver if anyone is feeling charitable with their time.  Speaking of charity and good deeds, for those…

We are reporting live this week from vacation in Seaside, Florida.  And because we are on vacation and can only work when the lovely bride won’t see me, notes over the next few days will be written quickly; will likely be brief; and may…