Very busy week last week as we were consumed by the inaugural THRIVE Energy Conference, thus a somewhat low calorie note this weekend.  Given our lack of free time last week, we haven’t fully digested all of the Q4 earnings calls in recent days,…

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…

Better late than never. Daniel Energy Partners had the joys of driving our daughter’s car to the Northeast last week for college; attending our son’s delayed high school graduation in Virginia on Saturday and then making a surprise trip to North Carolina to see…