Macro/Headlines/Events BKR U.S. Land Rig Count: +3 rigs w/w to 756. Although we had a slight uptick in the rig count last week, December 2022 and January 2023 were both lower m/m. Source: Bloomberg/Baker Hughes/DEP FT- What China’s reopening means for…
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…