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…
Back from vacation yesterday, so today we nerded out, spending all afternoon reading Q2 earnings call transcripts and IR slide decks. Below are a few takeaways. E&P Capital Discipline Persists – Focus on Debt Reduction, Liquidity Enhancement Efficiency Gains – Drilling & Completion Improvements…
We are reporting live this week from vacation in Seaside, Florida. And because we are on vacation and can only work when the lovely bride won’t see me, notes over the next few days will be written quickly; will likely be brief; and may…