Just in time for the Super Bowl, DEP is out with our weekly thoughts and observations.  Tonight’s note is relatively brief as the DEP team is knee-deep in THRIVE Energy Conference planning (i.e. panel question preparation, registration, etc.).  Moreover, we’ve been on the road…

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…

Back from vacation yesterday, so today we nerded out, spending all afternoon reading Q2 earnings call transcripts and IR slide decks.  Below are a few takeaways. E&P Capital Discipline Persists – Focus on Debt Reduction, Liquidity Enhancement Efficiency Gains – Drilling & Completion Improvements…