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The Frac Discount: PUMP, PTEN, and LBRT at Cycle Lows While Crude Trades Near $100
Mega-Major Preview: XOM and CVX Report Thursday — What $96 WTI Means for Permian Scale and Cash Returns
Weekly Setup: $101 Brent, Mega-Major Earnings Thursday, Devon-Coterra Countdown
The week opens with WTI at $96 and Brent back above the $100 handle, as two of the biggest market events in months land on this week's calendar. ExxonMobil and Chevron report Q1 2026 results Thursday. The Devon-Coterra shareholder vote fires next Monday, May 4. This is an
The Services Trifecta Closes: SLB Confirms What BKR and HAL Already Said
SLB's Q1 2026 results, filed Friday morning, closed the loop on the week's defining earnings narrative. Three of the world's largest oilfield services companies have now reported the same quarter, and the pattern across all three is impossible to dismiss.
SLB reported Q1 revenue
Production Services Q1 Verdict: North America Holds, But the Thesis Needs Revising
