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…
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,…
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…
Mixed emotions this week as our Permian trip felt like a cold shower, but upon returning to Houston, the BKR U.S. land rig count jumps 10 rigs w/w. Feels like the zig and zag may persist, but on the margin, we see things improving,…