Companies covered: Liberty Oilfield Services (NYSE:LBRT), NexTier Oilfield Solutions (NYSE:NEX), Helmerich & Payne, Inc. (NYSE:HP), Patterson-UTI Energy, Inc. (NASDAQ:PTEN), Precision Drilling Corporation (NYSE:PDS), ChampionX Corp. (NASDAQ:CHX), Bristow Group Inc. (NYSE:VTOL), Chart Industries, Inc. (NASDAQ:GTLS), Halliburton Company (NYSE:HAL), Schlumberger N.V. (NYSE:SLB), Baker Hughes (NYSE:BKR), Cheniere Energy, Inc. (NYSEAMERICAN:LNG), Golar LNG Limited (NASDAQ:GLNG), Shell PLC (NYSE:SHEL), TotalEnergies SE (NYSE:TTE), Williams Companies, Inc. (The) (NYSE:WMB), Targa Resources Corp. (NYSE:TRGP), Tellurian Inc. (NASDAQ:TELL), Plains All American Pipeline, L.P. (NYSE:PAA), ONEOK, Inc. (NYSE:OKE), Aris Water Solutions, Inc. (NYSE:ARIS)