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…

We recently returned from a five-day mini vacation to the Florida Keys and Miami Beach.  Unfortunately, no oilfield here, so we felt a bit out of place.  For us, walking around the beach is akin to Lewis walking past Stan Gable and his fellow…

Frac Market Thoughts:  Mixed industry views on spot market activity and pricing.  Here’s the backdrop.  An industry market observer recently opined on the U.S. active frac market, stating a belief the U.S. frac crew count totaled as many as 220 fleets.  Subsequent to this…