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EU Gas Storage at 31%: ACER’s Warning and the US LNG Opportunity

EU working gas storage sits at 30.93% as ACER warns the 90% winter fill target won’t be met. The math points to one solution: more US LNG. Here’s what it means for Haynesville, Appalachian producers, and the completions companies servicing them.

Diamondback Q1 2026: 521 MBO/d, $1.7B Free Cash Flow, and a Guidance Raise

The Vote Closes, the Price Holds: What Monday's Full Picture Means for the Delaware Basin

Devon Energy shareholders voted today on the Coterra merger as WTI held above $107. The combined Delaware Basin competitive map, the backstop supply story, and what the restrained rig count means for service company pricing.

EU Gas Storage at 31%: ACER’s Warning and the US LNG Opportunity

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Diamondback Q1 2026: 521 MBO/d, $1.7B Free Cash Flow, and a Guidance Raise

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