Our Permian field trip was somewhat overshadowed by Chevron’s announcement to buy Noble Energy (surprise); BJ Services bankruptcy filing (not a surprise) and HAL’s Q2 earnings (better than expected). We’ll let our Wall Street friends go into the deep dives into company specific modeling…
Latest Posts:
- 8.4.20 DEP Industry Observations: E&P Earnings Takeaways; Frac Crew Count Approaching 100?
- 8.2.20 DEP Industry Observations: E&P Discipline Persists; Rig Count Stabilizing
- 7.27.20 DEP Industry Observation – EQT Earnings
- 7.27.20 DEP Industry Observations – Rig Count Troughing; Efficiency Gains Persist; Frac Crew Count Rising
- 7.24 DEP Earnings Observations: RNGR and SLB
- 7.23 DEP Earnings Observations: PTEN and PDS
- 7.22 DEP Letter From the Road – A Return from the Permian (Again)
- 7.16 DEP Letter From The Road – Day Trip to East Texas
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