Upcoming Events: The DEP team will host a reception in Midland on August 9th along with small reception in Houston on August 12th. Next Sunday, we’ll recap a recent Marcellus trip where our team toured a low-emission electric fleet powered by gas genset technology. Permian…
A gaggle of OFS and E&P conference call takeaways are summarized below. Admittedly, much of this is simple elevator analysis and a rehash of data points from the various press releases, IR slides and conference calls. For those who don’t have time to read…
Now that we are essentially through Q3 earnings season, this weekend we reviewed E&P commentary regarding near-term capital spending and activity trends. Where possible, we highlight Q4 and preliminary 2021 guidance as well as convey go-forward activity assumptions as provided. As expected, E&P capital…