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Americas Crude Steps Into the Hormuz Void: Mexico, Guyana, and Canada Reshape Atlantic Basin Trade

Mexico is sending crude to Japan. Canada's Trans Mountain is loading near 890,000 bbl/d. Guyana's Stabroek is at 800,000 bbl/d and ramping. The Atlantic Basin gap left by Iran is being filled — and Americas suppliers are collecting the premium.

Diamondback Q1 2026: 521 MBO/d, $1.7B Free Cash Flow, and a Guidance Raise

The Vote Closes, the Price Holds: What Monday's Full Picture Means for the Delaware Basin

Devon Energy shareholders voted today on the Coterra merger as WTI held above $107. The combined Delaware Basin competitive map, the backstop supply story, and what the restrained rig count means for service company pricing.

Americas Crude Steps Into the Hormuz Void: Mexico, Guyana, and Canada Reshape Atlantic Basin Trade

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Diamondback Q1 2026: 521 MBO/d, $1.7B Free Cash Flow, and a Guidance Raise

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