THRIVE Energy Conference. Attached is the preliminary agenda for the Daniel Energy Partners THRIVE Energy Conference. The registration link for the conference is expected to be emailed tomorrow evening, so be on the lookout. As a reminder, we have secured Minute Maid Park on…
We recently returned from our 10th trip this year to the Permian – getting in and out before the winter weather excitement. The good news is an expectation for continued activity growth, best characterized as stable-to-slightly improving. Several companies report more populated Q1 calendars…
A few quick observations this week on the near-term rig count as well as some other oil service considerations. DEP Update: We are driving the smoker up to East Texas tomorrow to BBQ for some local clients. If you are in the Marshall…
Light incremental news again this week despite the fact an industry investor conference took place. Normally during conference season one would expect to see some 8-K’s with newsworthy items, but nothing really jumped out to us. The most newsworthy item, in our view, is…
This week we provide a brief update on the U.S. coiled tubing market. Also, for those in the Houston area who want to stop by our Christmas BBQ on Wednesday, let us know and we’ll get you the details. Next week we head north…
We hope everyone had a safe and happy Thanksgiving. In light of a quiet week, we have a brief note this evening with an emphasis on DEP Upcoming Events. This coming week we will conduct an update on the CT market which we’ll summarize…
DEP Upcoming Events: We return to the Permian tomorrow for a three-day tour. This trip will include a thank you reception for DEP subscribers and supporters – we have a few open seats, so let us know if you are in town. On December…
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…
Introduction Last week we enjoyed a day trip to North Texas and then took a day off to cook BBQ for local Houston politicians (Crenshaw and Hunt). The good news is the food turned out ok, but the bad news is two days out…