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…

This past week we headed north to Oklahoma to meet industry friends in the Sooner state.  This marks our third tour through Oklahoma since the start of DEP in April.  While statewide activity levels remain low, there are still lots of people to see…

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…