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Goldman's $120 Call: What Sustained $100 Brent Means for Upstream Capital

Goldman's $120 Call: What Sustained $100 Brent Means for Upstream Capital

Goldman Sachs warns oil could hit $120 if the Iran conflict extends through summer — and the timing lands squarely in semi-annual RBL redetermination season for upstream lenders.

Crude Ignores Iran's Hormuz Offer: What the Non-Move Says About the Market

Crude Ignores Iran's Hormuz Offer: What the Non-Move Says About the Market

Iran put a Hormuz negotiation on the table this morning. Crude oil shrugged. That non-reaction is the story of Tuesday's session. WTI held near $96 and Brent sat above $103 with barely a tick lower as diplomatic signals from Tehran suggested openness to talks about Strait access. Six

Oilfield workers at wellhead at golden sunset

Solaris Energy Infrastructure Q1 2026: The Rebrand Was the Warning

Flowback's Frac Signal: What Solaris and TETRA Are Telling Us About Q1 Completion Activity

Flowback's Frac Signal: What Solaris and TETRA Are Telling Us About Q1 Completion Activity

EQT's Backyard Moment: Why AI Data Centers Are the Best Thing to Happen to Appalachian Gas

EQT's Backyard Moment: Why AI Data Centers Are the Best Thing to Happen to Appalachian Gas

Iran Offers Hormuz Deal as Supermajor Earnings Week Begins

Iran Offers Hormuz Deal as Supermajor Earnings Week Begins

Iran offers to end Hormuz chokehold if US lifts naval blockade. Brent reported above $107. ExxonMobil and Chevron report Q1 Thursday. Matador CFO/COO swap filed.

The Floor Holds: WTI $96, Brent $101, Zero Catalyst

The Floor Holds: WTI $96, Brent $101, Zero Catalyst

WTI closed Monday at $96.64, up $2.24 on the day. Brent finished at $101.85, up $2.72, holding above $100 for the entire session. A sweep of 18 major operator and services company SEC filings turned up zero new 8-Ks. No OPEC+ announcement. The wire services came