Back from a week in Midland.  The good news is our enthusiasm is rising as numerous discussions point to higher activity while service cost discussions featured prominently in every meeting.  We elaborate below.  Looking forward, our team will divide and conquer this week.  Research…

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,…

Oklahoma/Denver Recap:  We spent two days in Oklahoma and a day in Denver last week.  The meeting schedule included updates with pressure pumping, land drilling, well service, E&P, pump-down and diversified oilfield service companies.  The mood this trip was clearly better than our visit…