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CIR Editorial

CIR Editorial

The Frac Discount Re-Rating: Why PUMP, PTEN, and LBRT Are Finally Catching a Bid at $107 WTI

The Frac Discount Re-Rating: Why PUMP, PTEN, and LBRT Are Finally Catching a Bid at $107 WTI

CIR Editorial 04 May 2026
Devon-Coterra: What the Vote Today Means for the Deal That Remakes the Delaware Basin

Devon-Coterra: What the Vote Today Means for the Deal That Remakes the Delaware Basin

CIR Editorial 04 May 2026
The $100 Week: What WTI's Ceiling Break, the UAE's OPEC Exit, and Q1 Earnings Tell Us About the Next Cycle

The $100 Week: What WTI's Ceiling Break, the UAE's OPEC Exit, and Q1 Earnings Tell Us About the Next Cycle

CIR Editorial 01 May 2026
XOM and CVX Q1 2026: Record Guyana, Golden Pass LNG, and the $99 WTI Question

XOM and CVX Q1 2026: Record Guyana, Golden Pass LNG, and the $99 WTI Question

CIR Editorial 01 May 2026
ConocoPhillips Q1 2026: Marathon's Machine Runs, But Qatar's Shadow Looms

ConocoPhillips Q1 2026: Marathon's Machine Runs, But Qatar's Shadow Looms

CIR Editorial 30 Apr 2026
Completions Thursday: KLX Recovering, Forum at 11-Year Backlog High, RPC Holds Dividend

Completions Thursday: KLX Recovering, Forum at 11-Year Backlog High, RPC Holds Dividend

CIR Editorial 30 Apr 2026
Antero Resources Q1 2026: Record Production, LNG Premium, and the Appalachian Thesis Proven

Antero Resources Q1 2026: Record Production, LNG Premium, and the Appalachian Thesis Proven

CIR Editorial 30 Apr 2026

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