Very busy week last week as we were consumed by the inaugural THRIVE Energy Conference, thus a somewhat low calorie note this weekend. Given our lack of free time last week, we haven’t fully digested all of the Q4 earnings calls in recent days,…
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…
We have updated our active frac crew count worksheet as well as compiled a list of frac crew anecdotes from Q2 earnings season. Our active tally now stands at ~111 fleets. This tally is derived from public disclosures, industry sources, company specific discussions and…