We have returned from a three-day jaunt to the Permian/Fort Worth.  Observations below.  This week we stay in Houston for company update calls.  Next week the research team heads to Bossier City while the sales team heads to Whistling Straits.  Life’s not fair.  Near-term…

Below are our takeaways from several news events this past week.  Also, we share the latest update on the THRIVE Energy Conference & Expo which is now 5 weeks away.   ProPetro Services: Tier 4 DGB Purchases.  Constructive news from ProPetro Services earlier this…

Q4 Earnings Season kicks off this week with HAL leading the way on Tuesday.  These are themes we’ll be looking for over the next few weeks: (1) E&P commentary with respect to free cash flow allocation – we don’t envision publics talking up further…