This past week we headed north to Oklahoma to meet industry friends in the Sooner state. This marks our third tour through Oklahoma since the start of DEP in April. While statewide activity levels remain low, there are still lots of people to see…
When headline OFS & EP energy news is light, as was the case this past week, sometimes research folks have to work a bit harder to find newsworthy material. On that point, DEP took to the streets to chat with frac contacts in order…
We are reporting live this week from vacation in Seaside, Florida. And because we are on vacation and can only work when the lovely bride won’t see me, notes over the next few days will be written quickly; will likely be brief; and may…
Happy Sunday. We hope you are presently at the golf course, on the lake or at the beach and not reading this note as it is published. We are just around the corner from Q2 earnings season. While we would love to hear oodles of optimism and joy, we expect a much more subdued dialogue will unfold.