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…

Happy Father’s Day to all the Dad’s out there. Busy week last week as the DEP team divided and conquered with Partners hitting equipment tours, analyst days and golf outings.  This week we’ll be in Houston for meetings Monday/Tuesday/Wed morn before heading to Pittsburgh…