We are in Midland/Odessa this week for meetings and site visits. The vibe here now is very different from our last visit 10 months ago.
There is more field traffic on I-20, parking lots are fuller, and there is a stirring in the yards. In this post we discuss firsthand intel from our trip, provide an updated rig count forecast for the Permian Basin post-OPEC, and talk about potential bottlenecks.
There’s a lot more to this story…
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