Podcast Links
Macro/Headlines/Events Baker Hughes Rig Count- The U.S. onshore rig count was down 1 rig w/w to 731. WSJ- Clean and Cheap Oil Is a Heavy Lift- Link FT- The rare earths race entails difficult choices- Link WSJ- Biden Declares U.S. Arctic Ocean…
Macro/Headlines/Events Baker Hughes Rig Count down 2 rigs w/w to 734. February was down 22 rigs month/month. Source: DEP/Baker Hughes WSJ- Energy Industry Wrestles Over Going Green Too Fast- Link WSJ- How Gas From Texas Becomes Cooking Fuel in…
Macro/Headlines/Events Baker Rig Count- The US onshore rig count was flat last week at 741 rigs. FT- Blast-hit US gas export plant reopens but safety concerns persist Link WSJ- Abu Dhabi to Sell 4% of Natural-Gas Business in IPO Link FT- British…
Macro/Headlines/Events BKR Rig Count- US onshore rig count was down 4 last week from 745 to 741. You have heard us say this before, Europe was the tip of the spear 10 years ago on ESG, solar, wind, and all things green…
Marco/Headlines/Events BKR U.S. Land Rig Count was down 8 rigs w/w to 754 rigs. WSJ- China Reopens to the World as International Travel Restrictions End Link WSJ- Solar Startup Enpal Nears $2.4 Billion Valuation in TPG-Led Investment Link WSJ- Best Stock-Fund Managers…
Macro/Headlines/Events BKR Rig Count- The U.S. onshore rig count was +2 last week to 764 rigs, which will close out November at +12 rigs for the month. Source Daniel Energy Partners/Baker Hughes WSJ- Stock Futures, Oil Slide Amid Protests…
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Podcast: 11.01.2022 – In Basin Observations featuring Matt Wilks – ProFrac