earnings takeaways Archives | Daniel Energy Partners

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05.22.23 DEP Industry Observations: Chord buying Williston Assets for $375MM, CVX buying PDC Energy for $6.3B, Energy Ruminations: Houston Meeting Takeaway; Rig Count OUutlook
05.15.23 DEP Industry Observations: Oneok buying Magellan $19B, Q1 Earnings Finale; Big Rig Count Drop; E&P M&A
05.08.23 DEP Industry Observations: Q1 Earnings Takeaways; EIA Monthly Report; Rig Count – 8 rigs w/w
04.24.2023 DEP Industry Observations: New DEP Hire; Permian Trip Recap; BKR Rig Count +5 w/w
04.17.2023 DEP Industry Observations: Energy Ruminations – IEA, EIA, OPEC Reports; COP Analyst Day; Field Sentiment
04.13.23 DEP Industry Observations: E&P M&A; Oklahoma Recap; Telluride Executive Series
PODCAST: In Basin Observations – BlackRock at THRIVE Energy Conference
04.03.2023 DEP Industry Observations: Ovintiv buys Encap Permian for $4.3B, OPEC Announces Cuts; Haynesville/Permian Takeaways; Fed Survey

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11.14.21 – DEP Industry Observations: Random Anecdotes; Rig Count Up Again; THRIVE 2022 Speakers List Out This Week

In News & Observations November 14, 2021 By John Daniel No Comments

Brief note this weekend. We recap several Q3 earnings calls and summarize a few observations from recent industry discussions / meetings. Upcoming Trips/Events: (1) Dallas on Tuesday and then to OKC/Tulsa on Wednesday/Thursday; (2) DEP Houston Christmas Party on December 7th; (3) Husband/Wife Midland…

2.14.21 – DEP Industry Observations: Recap from Permian; HP/PDS Earnings Takeaways, BKR Rig Count Up Again

In News & Observations February 14, 2021 By John Daniel No Comments

Happy Valentine’s Day. We submit a great way to kick off a romantic Valentine’s Day dinner is with a couple’s review of DEP’s latest thoughts, thus we send out our note an hour early this evening. Brief note this weekend as we provide high…

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earnings takeaways

11.14.21 – DEP Industry Observations: Random Anecdotes; Rig Count Up Again; THRIVE 2022 Speakers List Out This Week

2.14.21 – DEP Industry Observations: Recap from Permian; HP/PDS Earnings Takeaways, BKR Rig Count Up Again

05.22.23 DEP Industry Observations: Chord buying Williston Assets for $375MM, CVX buying PDC Energy for $6.3B, Energy Ruminations: Houston Meeting Takeaway; Rig Count OUutlook

05.15.23 DEP Industry Observations: Oneok buying Magellan $19B, Q1 Earnings Finale; Big Rig Count Drop; E&P M&A

05.08.23 DEP Industry Observations: Q1 Earnings Takeaways; EIA Monthly Report; Rig Count – 8 rigs w/w