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Delaware Basin's Completion Consolidation: What the Devon-Coterra Close Means for KLX, Forum, and SLB Wireline

Delaware Basin's Completion Consolidation: What the Devon-Coterra Close Means for KLX, Forum, and SLB Wireline

CIR Editorial 07 May 2026
SM Energy Q1 2026: Civitas Integration Delivers, Synergy Target Jumps 25%

SM Energy Q1 2026: Civitas Integration Delivers, Synergy Target Jumps 25%

CIR Editorial 07 May 2026
Delaware Basin's New Giant: Devon-Coterra Closes as SM Energy Proves the Integration Thesis

Delaware Basin's New Giant: Devon-Coterra Closes as SM Energy Proves the Integration Thesis

Devon-Coterra closes today. SM Energy delivers its first post-Civitas beat. WTI at $109 with Hormuz disruption intact. Here's where US upstream stands Thursday morning.
CIR Research Desk 07 May 2026
Murphy Oil Q1 2026: Eagle Ford Efficiency, Chinook Deepwater, and Vietnam on the Horizon

Murphy Oil Q1 2026: Eagle Ford Efficiency, Chinook Deepwater, and Vietnam on the Horizon

Murphy Oil spent the first quarter proving that a mid-cap independent with a genuine international portfolio still plays differently than the Permian-only operators that have dominated CIR coverage this earnings season. The company reported Q1 production of 174,236 BOEPD — exceeding the high end of its guidance range
CIR Research Desk 06 May 2026
EOG Resources Q1 2026: Encino Pays Off, Gas Realization Surge Rewrites the Story

EOG Resources Q1 2026: Encino Pays Off, Gas Realization Surge Rewrites the Story

CIR Editorial 06 May 2026
The Demand Signal Is Here: What the Q1 E&P Sweep Means for H&P, PTEN, and Nabors

The Demand Signal Is Here: What the Q1 E&P Sweep Means for H&P, PTEN, and Nabors

CIR Editorial 06 May 2026
Devon Q1 2026: The $1 Billion Optimization Play That Sets Up Tomorrow's Close

Devon Q1 2026: The $1 Billion Optimization Play That Sets Up Tomorrow's Close

CIR Editorial 06 May 2026

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