APA Corporation Q1 2026: The Pivot Is Working — FCF, Deleveraging, and a US Oil Beat at $109 WTI
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ProPetro Q1 2026: The Weather Was the Excuse, the Tightening Is the Story
KGS Hits Record Quarter, Pivots to Data Centers — WTI Gaps Up $2 on Iran Rejection
WTI gaps up $2 after Trump rejects Iran framework. Kodiak Gas Services Q1: record $190M EBITDA and a 2-gigawatt data center power ambition. Frac sector reset ahead.
WTI Gives Back $10 on the Week: What the Rig Count Says About Operator Conviction at $95
WTI lost nearly $10 on the week as US-Iran signals kept markets off-balance. Baker Hughes data shows operators added 2 oil rigs anyway. CIR reads Friday's numbers.