We recently returned from our 10th trip this year to the Permian – getting in and out before the winter weather excitement. The good news is an expectation for continued activity growth, best characterized as stable-to-slightly improving. Several companies report more populated Q1 calendars…
Latest Posts:
- 05.22.23 DEP Industry Observations: Chord buying Williston Assets for $375MM, CVX buying PDC Energy for $6.3B, Energy Ruminations: Houston Meeting Takeaway; Rig Count OUutlook
- 05.15.23 DEP Industry Observations: Oneok buying Magellan $19B, Q1 Earnings Finale; Big Rig Count Drop; E&P M&A
- 05.08.23 DEP Industry Observations: Q1 Earnings Takeaways; EIA Monthly Report; Rig Count – 8 rigs w/w
- 04.24.2023 DEP Industry Observations: New DEP Hire; Permian Trip Recap; BKR Rig Count +5 w/w
- 04.17.2023 DEP Industry Observations: Energy Ruminations – IEA, EIA, OPEC Reports; COP Analyst Day; Field Sentiment
- 04.13.23 DEP Industry Observations: E&P M&A; Oklahoma Recap; Telluride Executive Series
- PODCAST: In Basin Observations – BlackRock at THRIVE Energy Conference
- 04.03.2023 DEP Industry Observations: Ovintiv buys Encap Permian for $4.3B, OPEC Announces Cuts; Haynesville/Permian Takeaways; Fed Survey
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