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CIR Editorial

CIR Editorial

BOP stack being run in East Texas Haynesville pine forest — blue drilling string, red pressure control housings, unmistakably Haynesville basin

Haynesville Shale: 2026 Production Outlook, Rig Activity, and LNG Export Demand

April 8, 2026 — Crude Intelligence Report The Haynesville Shale has become one of the most strategically important natural gas plays in North America — not simply because of its size, but because of where it sits: a pipeline ride away from six of the largest LNG export terminals on the Gulf

The Ceasefire Repricing: What $95 WTI Means for U.S. Upstream Balance Sheets

The Ceasefire Repricing: What $95 WTI Means for U.S. Upstream Balance Sheets

Massive frac completion operation at night — pump trucks, frac iron manifold, workers in PPE, Appalachian completion site

Drilling Automation and AI-Optimized Completions: Who Wins in the Digital Transition?

Permian pumpjack with gas processing complex — West Texas upstream natural gas infrastructure

AI Power Demand Is Real — But Only Some Gas Basins Capture It

Upstream oil and gas pumpjack and production infrastructure, U.S. E&P operations

Hormuz Blockade Week Five: How U.S. Upstream Operators Are Positioned to Capture the Windfall

Oil pump jacks operating in field

WTI's $35 Curve Gap: What the Hormuz Backwardation Is Really Telling Upstream Operators

Devon Energy upstream production operations and field activity

Devon-Coterra: The $58 Billion Bet on Delaware Basin Dominance