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…
Latest Posts:
- 1.10.21 – DEP Industry Observations: E&P Capital Spending Anecdotes; Land Rig Count Rises Again
- 1.3.21 – DEP Industry Observations: Recap From the Permian; U.S. Active Frac Crew Count Growing
- 12.20.20 – DEP Industry Observations; Rig Count Poised to Rise Further; Well Service Price Increases Loom?
- 12.13.20 – DEP Industry Observations; New Electric Frac Player Emerging; Rig Count Up Again
- 12.6.20 – DEP Industry Observations; Coiled Tubing Update; Rig Count Increases Again
- 11.30.20 – DEP Industry Observations; Updating Our Rig Count Forecast; Frac Crew Count
- 11.16.20 – DEP Letter From The Road – Return from the Bakken; Rig Count Rises Again
- 11.8.20 DEP Industry Observations: E&P Capital Spending Thoughts; Land Rig Count Rises Again
Tag