Macro/Headlines/Events BKR U.S. Onshore Rig Count +3 rigs w/w to 739 rigs. WSJ-How Options-Hedging Turbocharged Oil Volatility- Link WSJ- The House GOP Moves on Energy Link FT- Italy’s shift away from Russian gas clashes with its climate targets- Link Bloomberg- Energy Transfer…
We have returned from another road trip, albeit an abbreviated one as we did a quick three-day Fort Worth / Oklahoma City tour. Observations captured below. Tomorrow we drive to Midland where we will be all week doing company updates and field tours. We…