Macro/Headlines/Events BKR U.S. Land Rig Count: Declined 10 rigs this week with rig count now below 700 rigs for the first time since May 2022.  Stepping back and looking at the decline relative to the Q4 peak, the biggest percentage decline has occurred…

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 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…