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…

Better late than never. Daniel Energy Partners had the joys of driving our daughter’s car to the Northeast last week for college; attending our son’s delayed high school graduation in Virginia on Saturday and then making a surprise trip to North Carolina to see…

A few quick thoughts.  First, our working U.S. frac crew count now stands at roughly 100 fleets, but as always, this is a point in time data collection process which includes a few estimates along the way.  Second, a few earnings out today, including…