DEP Random Items: Our Sunday night note comes one day early as tomorrow we’ll be goofing off at the Texans game and we don’t want any potential (probable) overindulgence to lead to a distribution error tomorrow evening. Next, a friendly reminder (and plea) to loyal readers who…
DEP Update: Light news flow this past week, so a quick note this weekend. First, we hope everyone is enjoying the three-day weekend and hopefully, you got your fill of college football yesterday. Be sure to watch the video clip of the Wisconsin fans…
New Frac Company: Another new frac player will emerge in Q4. The company is assembling at least 50 pumps, but based on discussions with the owner, the company hopes to grow to as many as five fleets. The first fleets will be comprised of…
Permian BBQ Cook-Off: We recently circulated the Permian BBQ registration link to DEP clients, cooking teams and event sponsors as well as a few special guests. If you did not receive your registration link, please let us know (cooking teams had the link sent…
Upcoming Events: We’ll be conducting meetings in the DFW area Monday/Tuesday. We then drive one of the kiddos to college in North Carolina on Thursday with our drive eventually taking us to Pittsburgh for meetings the following Monday/Tuesday. If you are in Pittsburgh, let…
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…
Upcoming Events: The DEP team will host a reception in Midland on August 9th along with small reception in Houston on August 12th. Next Sunday, we’ll recap a recent Marcellus trip where our team toured a low-emission electric fleet powered by gas genset technology. Permian…
Permian Observations. We had the pleasure of returning to the Permian once again with this trip marking the 113th night we have stayed at a Hilton properties YTD (not all work related, however). On this field visit, we caught up with contacts in multiple segments,…
We have returned from another road trip, albeit an abbreviated one as we did a quick three-day Fort Worth / Oklahoma City tour. Observations captured below. Tomorrow we drive to Midland where we will be all week doing company updates and field tours. We…