Matador Resources Q1 2026 Earnings Deep Dive: Capital Discipline, Waha Headwinds, and the Hugh Brinson Catalyst
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Production Services at $75 WTI: Compression Holds, Margins Thin, Operators Wait
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
The Floor Debate: Why $75 WTI Recovered From This Morning's $74 and What Friday's Rig Count Tells Us
WTI hit $74.19 this morning and closed at $75.35. The $1.16 recovery is a market actively debating where the floor is — and the IEA surplus math vs. depleted SPR inventory is the crux of it.