Macro/Headlines/Events Baker Hughes Rig Count- The U.S. onshore rig count was down 1 rig w/w to 731. WSJ- Clean and Cheap Oil Is a Heavy Lift- Link FT- The rare earths race entails difficult choices- Link WSJ- Biden Declares U.S. Arctic Ocean…

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…

Macro/Headlines/Events BKR Rig Count- US onshore rig count was down 4 last week from 745 to 741. You have heard us say this before, Europe was the tip of the spear 10 years ago on ESG, solar, wind, and all things green…