DEP Update: Happy New Year! An early release today as we will soon depart North Carolina to return to Houston. Kicking off this weekend’s note is our first Ruminations piece by our newest team member, Bill Herbert. This, in our humble opinion, is a…
DEP Update: Just back from Midland (observations below) and heading to Denver tomorrow for two days of meetings and a small group dinner. One open slot in Denver if anyone is feeling charitable with their time. Speaking of charity and good deeds, for those…
DEP Updates: The DEP team continues to grow! We are pleased to announce longtime friend and client, Geoff Jay, has joined Daniel Energy Partners. Geoff will focus on E&P and Refining commentary in order to complement our work on the U.S. onshore oil service…
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…
Very quiet week, thus DEP forced to go out and generate the news by way of our semi-annual update on the coil tubing market. Notwithstanding the holidays, we were able to conduct updates and/or receive feedback from a number of CT companies in order…
In keeping with tradition, we use our final note of the year to provide a firm update but kick off this weekend’s note with a couple quick industry observations. E&P Activity Anecdotes. Visited/updated with a small basket of E&P companies recently. These companies are…
DEP Update: Christmas is upon us, but no letting up for the DEP team as we hit the road again this week for our annual father/son Christmas field tour. We’ll be in the DFW/Tyler area on Wednesday/Thursday. We expect to briefly touch on trip…
Early release of our weekly note as we start our drive to Midland momentarily. Cooking BBQ on Tuesday at the Bynum School and hoping to book some meetings while in the Permian – let us know if you are around. KLXE Q3 Earnings: Reported…
This weekend our epistle largely focuses on DEP’s recent NYC/Boston marketing trip. We’ll return to more industry observations next weekend. As for upcoming events/travel, the DEP Christmas party is on Tuesday in Houston. If you join us, please consider taking Uber. The week of…