A day late, but hopefully not a dollar short. Apologies for a delayed note, but the DEP team took Easter weekend off to go see the kids and parents with travels this past week taking us first to Midland for three days followed by…
Just in time for the Super Bowl, DEP is out with our weekly thoughts and observations. Tonight’s note is relatively brief as the DEP team is knee-deep in THRIVE Energy Conference planning (i.e. panel question preparation, registration, etc.). Moreover, we’ve been on the road…
A long note so grab your preferred beverage and read on. Federal Lands Anecdotes: Not trying to get political in our weekly epistle, but a well service contact reports rigs being released this week from work on Federal lands. These were production rigs,…
Q4 Earnings Season kicks off this week with HAL leading the way on Tuesday. These are themes we’ll be looking for over the next few weeks: (1) E&P commentary with respect to free cash flow allocation – we don’t envision publics talking up further…
THRIVE Energy Conference. Attached is the preliminary agenda for the Daniel Energy Partners THRIVE Energy Conference. The registration link for the conference is expected to be emailed tomorrow evening, so be on the lookout. As a reminder, we have secured…
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…
A few quick observations this week on the near-term rig count as well as some other oil service considerations. DEP Update: We are driving the smoker up to East Texas tomorrow to BBQ for some local clients. If you are in the Marshall…
This week we provide a brief update on the U.S. coiled tubing market. Also, for those in the Houston area who want to stop by our Christmas BBQ on Wednesday, let us know and we’ll get you the details. Next week we head north…