Macro/Headlines/Events Baker Hughes Rig Count- The U.S. onshore rig count was down 1 rig w/w to 731. WSJ- Clean and Cheap Oil Is a Heavy Lift- Link FT- The rare earths race entails difficult choices- Link WSJ- Biden Declares U.S. Arctic Ocean…

Macro/Headlines/Events Baker Hughes Rig Count down 2 rigs w/w to 734.  February was down 22 rigs month/month. Source: DEP/Baker Hughes WSJ- Energy Industry Wrestles Over Going Green Too Fast- Link WSJ- How Gas From Texas Becomes Cooking Fuel in…

DEP Update:  Dividing and conquering again this week as half the team heads to Midland while the other half is conducting E&P meetings in Houston.  Our Midland reception is on Wednesday, so email us if you would like to swing by.  Lastly, we are…