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 Hughes U.S. onshore rig count was down 11 rigs last week to 745. FT-Breakdown of gas storage talks leaves UK exposed to price surges, say experts Link WSJ-Oil Industry’s Windfall Fails to Excite Wall Street Link WSJ-Caribbean Seeks Venezuela’s Oil…
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 U.S. Land Rig Count. Down one rig w/w to 759 rigs. This marks the third weekly decline, albeit the declines thus far are minor. That said, the E&P commentary noted above, again from a small sample, is consistent with leading edge…