RBL Season Meets a $120 Oil Call: What Goldman's Upside Scenario Changes for E&P Capital
Goldman's $120 Brent upside scenario arrives mid-spring RBL season. What it means for borrowing bases, hedge books, and Q2 capex discipline.
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Diamondback Q1 Beats, Devon-Coterra Passes: Permian Scores Going Into Tuesday
Diamondback Energy opened Q1 2026 earnings season with a clean beat Monday evening, and Devon Energy's merger vote with Coterra passed overwhelmingly. Tuesday's session opens with WTI holding near $100 as the upstream sector digests what both mean for operator spending in a market that keeps
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.
