This past week we completed another Permian trip as we travelled west to attend a ChampionX open house featuring its recently acquired Scientific Aviation business (more below) while we also summarize a Marcellus frac site tour from two weeks ago.  We return to the…

Happy Mother’s Day to all our mom readers….you are the best!   DEP Travels.  We drive to Midland tomorrow morning for two days of meetings.  Likely will assemble a small group dinner Tuesday night in Midland, so if you’re up for Mexican or Italian,…

We hope everyone survived this past week’s Arctic freeze.  Crazy weather.  Tonight’s note is relatively brief.  A quick update on this week’s conference plus a few observations from several Q4 earnings calls.   THRIVE Energy Conference Update.  We were attacked this past Saturday by internet…

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…