CIR Editorial

First Blood in the Shadow War: France Seizes Russian Tanker, and the Enforcement Map Just Changed

The Bounce Back: What $94 WTI Does to the H2 Frac Repricing Calculus for PUMP, PTEN, and LBRT

Production Services at $87: The Week the Demand Premium Died and What It Means for ChampionX, Newpark, and RPC

Saudi OSP Cuts Confirm What WTI Already Said: The Demand Premium Is Gone

The $90 Test: HAL and SLB Completions Diverge as North America Softens and International Holds

Hormuz Is Open — For Some: Inside the IRGC's Managed Passage Regime and What It Means for Atlantic Basin Supply

The Day-Rate Thesis at $90: What H&P, PTEN, and Nabors Need From Here