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CIR Editorial

CIR Editorial

The Haynesville Supply Chain at $3.15 Henry Hub: CRK Has the Molecules, WMB Has the Highway

The Haynesville Supply Chain at $3.15 Henry Hub: CRK Has the Molecules, WMB Has the Highway

CIR Editorial 10 Jun 2026
Permian Premium at Sub-$90: EOG and Diamondback Are Running Different Playbooks

Permian Premium at Sub-$90: EOG and Diamondback Are Running Different Playbooks

CIR Editorial 10 Jun 2026
Wellhead Equipment at Sub-$90 WTI: Cactus, Core Labs, Archrock, and Expro (WHD, CLB, AROC, XPRO)

Wellhead Equipment at Sub-$90 WTI: Cactus, Core Labs, Archrock, and Expro (WHD, CLB, AROC, XPRO)

CIR Editorial 09 Jun 2026
The Demand Driver WTI Can’t Touch: AI Data Centers and the Haynesville-Appalachian Gas Thesis

The Demand Driver WTI Can’t Touch: AI Data Centers and the Haynesville-Appalachian Gas Thesis

CIR Editorial 09 Jun 2026
WTI Gap Fades to $91: EIA Wednesday and Baker Hughes Friday Set the Week's Range

WTI Gap Fades to $91: EIA Wednesday and Baker Hughes Friday Set the Week's Range

CIR Editorial 08 Jun 2026
Frac Sector H2 Repricing: The $91 WTI Test for PUMP, PTEN, and LBRT

Frac Sector H2 Repricing: The $91 WTI Test for PUMP, PTEN, and LBRT

CIR Editorial 08 Jun 2026
The $92 Floor Test: SLB, RPC, and Archrock Signal Where Production Services Go From Here

The $92 Floor Test: SLB, RPC, and Archrock Signal Where Production Services Go From Here

CIR Editorial 05 Jun 2026

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