Sign in Subscribe

CIR Editorial

CIR Editorial

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

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

KGS | NYSE | NPKI | NYSE | Source data: KGS Q1 2026 earnings release (8-K filed May 11, 2026), Kodiak Gas Services 10-Q filed May 11, 2026, KGS equity offering 8-K filed May 15, 2026, NPK International 10-Q filed May 1, 2026, Yahoo Finance commodity prices June 12, 2026

Oil well construction site

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

HAL | NYSE | Source data: Q1 2026 10-Q (SEC accession 0000045012-26-000039, filed April 24, 2026), Yahoo Finance commodity prices Halliburton's Q1 2026 results tell a geographic bifurcation story that matters well beyond the earnings release. North America is contracting. Latin America is surging. The driver is

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

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

OVV | NYSE | Source data: Ovintiv Q1 2026 10-Q (SEC accession 0001193125-26-217087, filed 2026-05-11), Ovintiv Q1 2026 earnings release; commodity prices: Yahoo Finance, June 11, 2026 The Pipeline Changes the Math Trans Mountain Expansion reached full commercial capacity in early 2026, and Ovintiv is positioned better

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

CRK | NYSE | WMB | NYSE | Source data: CRK Q1 2026 10-Q (SEC filed May 6, 2026); WMB Q1 2026 10-Q (SEC filed May 4, 2026); Yahoo Finance intraday, June 10, 2026 The AI/natural gas demand thesis has been written from the producer side: EQT's Marcellus scale,

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

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

EOG | NYSE | FANG | NASDAQ | Source data: Q1 2026 10-Q (EOG filed 2026-05-05, FANG filed 2026-05-06), EOG Q1 2026 earnings release (8-K filed 2026-05-05), Diamondback Q1 2026 earnings release (8-K filed 2026-05-04), Yahoo Finance WTI at $89.98/bbl and

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)

At sub-$90 WTI, spending pressure lands differently across wellhead equipment and production services. Archrock's contracted compression backlog insulates it; Cactus faces direct US completion exposure. Core Labs and Expro have international buffers — but not immunity.

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

EQT | NASDAQ | EXE | NASDAQ | Source data: Expand Energy Q1 2026 10-Q (EDGAR, filed April 28, 2026); EIA weekly natural gas price data; Yahoo Finance commodity prices, June 9, 2026 While WTI trades at $87.93 and Saudi Arabia's second consecutive OSP cut confirms the demand signal on