Macro/Headlines/Events Baker Hughes Rig Count- The US onshore rig count was down 7 rigs from 741 to 734 last Friday. At our Thrive Energy Conference last week, most panelist took the under on the US onshore rig count being 800 by the end…
DEP Updates: We have a couple spots remaining at our November 10th golf outing. If the Astros lose tonight, which after the grand slam by Duvall looks likely, then you’ll see us in Midland on Tuesday/Wednesday. We’ll be in the DFW area late next week. Also,…
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…
A gaggle of OFS and E&P conference call takeaways are summarized below. Admittedly, much of this is simple elevator analysis and a rehash of data points from the various press releases, IR slides and conference calls. For those who don’t have time to read…