Macro/Headlines/Events Baker Rig Count- The US onshore rig count was flat last week at 741 rigs. FT- Blast-hit US gas export plant reopens but safety concerns persist Link WSJ- Abu Dhabi to Sell 4% of Natural-Gas Business in IPO Link FT- British…
We recently returned from a five-day mini vacation to the Florida Keys and Miami Beach. Unfortunately, no oilfield here, so we felt a bit out of place. For us, walking around the beach is akin to Lewis walking past Stan Gable and his fellow…
This past week we completed another Permian trip as we travelled west to attend a ChampionX open house featuring its recently acquired Scientific Aviation business (more below) while we also summarize a Marcellus frac site tour from two weeks ago. We return to the…
Happy Mother’s Day to all our mom readers….you are the best! DEP Travels. We drive to Midland tomorrow morning for two days of meetings. Likely will assemble a small group dinner Tuesday night in Midland, so if you’re up for Mexican or Italian,…
We hope everyone survived this past week’s Arctic freeze. Crazy weather. Tonight’s note is relatively brief. A quick update on this week’s conference plus a few observations from several Q4 earnings calls. THRIVE Energy Conference Update. We were attacked this past Saturday by internet…