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…
Now that we are essentially through Q3 earnings season, this weekend we reviewed E&P commentary regarding near-term capital spending and activity trends. Where possible, we highlight Q4 and preliminary 2021 guidance as well as convey go-forward activity assumptions as provided. As expected, E&P capital…