CIR Editorial

The Frac Discount: PUMP, PTEN, and LBRT at Cycle Lows While Crude Trades Near $100

Mega-Major Preview: XOM and CVX Report Thursday — What $96 WTI Means for Permian Scale and Cash Returns

Production Services Q1 Verdict: North America Holds, But the Thesis Needs Revising

Baker Hughes Q1 2026: The Services Company That Left Oilfield Services Behind

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

EU Gas Storage at 31%: ACER’s Warning and the US LNG Opportunity

SLB Q1 2026 Pre-Earnings Deep Dive: Middle East Hit, North America Recovery, and the Digital Wildcard