Drilling Contractors at the $98 Threshold: H&P, PTEN, Nabors and Whether the Day-Rate Thesis Survives
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Production Services at $75 WTI: Compression Holds, Margins Thin, Operators Wait
Gas Holds While Oil Slips: EQT and Expand Energy's Structural Advantage at $75 WTI
The $75 Floor and the Gas Divergence: Friday's Week-in-Review Setup
WTI settled at $75.79 on Thursday — a number that would have looked like crisis pricing two months ago, now looks like a floor. The Hormuz supply flood Gareth has been tracking since June 15 continues to reprice crude, but natural gas is telling a different story. Henry Hub held