deep-dive

The LNG Inflection Week: FIDs, Waha's Floor, and What Production Services Still Misses at $110 WTI

Commonwealth's $13B FID, Waha going negative, EU storage retreat. CIR synthesizes the week's LNG signals and Friday's production services beat — including why RPC's 37% revenue gain came with near-zero operating margin.

WTI Opens at $102, Brent Holds $110: What's Behind This Week's Bid — and the $38B M&A Signal

WTI opens the week at $102.28 as Brent holds above $110. US upstream M&A hits $38B year-to-date. Chinese refiners cut crude runs. Frac sector re-rating thesis at Monday open.

Five Up, $97 Floor: Friday's Rig Count Says Operators Aren't Blinking

WTI touched $97.23 intraday Friday before recovering to close near $101.26. A $4-plus swing on the week's last session. The geopolitical backdrop — Iran, Hormuz, Commonwealth's $13B LNG FID that printed this morning — gave traders every reason to volatility. They took it. Then they handed

The LNG Inflection Week: FIDs, Waha's Floor, and What Production Services Still Misses at $110 WTI

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WTI Opens at $102, Brent Holds $110: What's Behind This Week's Bid — and the $38B M&A Signal

Five Up, $97 Floor: Friday's Rig Count Says Operators Aren't Blinking

Commonwealth LNG FID: What It Means for Haynesville and Appalachian Gas Producers