Macro/Headlines/Events: Baker Hughes U.S. onshore rig count +5 last week from 727 to 732. WSJ- America’s Oil Patch Loses Its Luster- Link WSJ- Billionaires are betting on fusion technology as a source of almost limitless energy Link FT- US renewables industry joins…
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 Update: We will be participating at the Bank of America Energy Conference in Miami this week. Rough job. Next up, we’ll be attending the Piper Sandler Energy & Power Winter Symposium in NYC on December 1st. On December 6th we will sit on…
Podcast: 11.01.2022 – In Basin Observations featuring Matt Wilks – ProFrac
DEP Update: Just back from Midland (observations below) and heading to Denver tomorrow for two days of meetings and a small group dinner. One open slot in Denver if anyone is feeling charitable with their time. Speaking of charity and good deeds, for those…
Brief note this Monday afternoon as we took time off this past weekend to participate poorly at a beer pong tournament at our son’s fraternity at the University of Virginia. Looking ahead, Q3 earnings kicks off this week as does the Permian Basin Oil…
Upcoming Events: We’ll be conducting meetings in the DFW area Monday/Tuesday. We then drive one of the kiddos to college in North Carolina on Thursday with our drive eventually taking us to Pittsburgh for meetings the following Monday/Tuesday. If you are in Pittsburgh, let…
Relatively quiet week, thus a relatively short note this weekend. DEP Upcoming Events/Travels. Tuesday/Wednesday – East Texas/Bossier City. Attending an OFS auction and hosting a small group dinner for anyone in town. Thursday (5/27) – Welcome reception in Houston for our new team members. …