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CIR Editorial

CIR Editorial

Devon-Coterra: What the Pro Forma Reveals About Leverage, Basin Priority, and Capital Allocation

Devon-Coterra: What the Pro Forma Reveals About Leverage, Basin Priority, and Capital Allocation

CIR Editorial 21 Apr 2026
Chevron's Pre-Release 8-K: What It Signals About Permian Margins, Realized Prices, and Q1 Earnings Season

Chevron's Pre-Release 8-K: What It Signals About Permian Margins, Realized Prices, and Q1 Earnings Season

CIR Editorial 20 Apr 2026
Production Services in the Age of Hormuz: Who Wins When Operators Stop Drilling and Start Optimizing

Production Services in the Age of Hormuz: Who Wins When Operators Stop Drilling and Start Optimizing

CIR Editorial 17 Apr 2026
Oil tanker underway — Atlantic Basin crude exports

Guyana's 900K Barrel Moment: Why Stabroek Is the Atlantic Basin's Best Hormuz Hedge

CIR Editorial 16 Apr 2026
The Drilling Contractor Dilemma: Rig Count Stalls While WTI Holds $92

The Drilling Contractor Dilemma: Rig Count Stalls While WTI Holds $92

CIR Editorial 15 Apr 2026
Curved LED display showing Earnings Season Quarterly Reports with financial ticker data — Q1 2026 E&P earnings tracker

E&P Earnings Tracker 2026: Production Guidance, Capex, and Operator Scorecards

Q1 2026 upstream earnings season is underway. WTI above $100/bbl, energy +38% in Q1. CIR tracks ExxonMobil, Chevron, FANG, EOG, and the full E&P scorecard — realized prices, capex, and what guidance revisions signal for the sector.
CIR Editorial 15 Apr 2026
FANG Q1 2026: What the 8-K Tells Us Before Earnings Day

FANG Q1 2026: What the 8-K Tells Us Before Earnings Day

CIR Editorial 14 Apr 2026

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