CIR Editorial

Cheniere's Raised Guidance Signals a New LNG Demand Floor — and AI Data Centers Are Writing the Checks

Matador at $80 WTI: The Delaware Stress Test the Balance Sheet Was Built to Absorb (MTDR)

ProFrac at $80 WTI: H2 Spread Count and Simulfrac Repricing Will Test a Broken Balance Sheet (ACDC)

Production Services at the Margin: How a $10 WTI Slide Resets H2 Pricing

The Iran Premium Is Gone. Now Production Services Has a Pricing Problem (KGS, NPKI)

Halliburton's Latin America Bet Is Paying Off — and Vaca Muerta Is the Reason (HAL)

Trans Mountain Full Capacity and the Ovintiv Montney Condensate Thesis (OVV)