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Devon-Coterra: What the Vote Today Means for the Deal That Remakes the Delaware Basin
WTI Breaks $107 as Devon-Coterra Vote Opens: The Week That Resets US Upstream
WTI opens at $107.42 as Devon Energy and Coterra Energy shareholders vote on their all-stock merger. The frac sector discount to crude is running out of fundamental justification.
Devon-Coterra Votes Sunday While WTI Holds $100: The Week's Last Open Question
The Sunday Test
WTI closed out the first full week of May above $100 for the first time in the modern shale era, and Devon Energy shareholders walk into Sunday's special meeting with that number in the back of their minds. The vote on the Devon-Coterra merger
The $100 Week: What WTI's Ceiling Break, the UAE's OPEC Exit, and Q1 Earnings Tell Us About the Next Cycle
XOM and CVX Q1 2026: Record Guyana, Golden Pass LNG, and the $99 WTI Question
May Begins With WTI at $100: UAE Exits OPEC, Supermajors Report, Production Services Pivots
April closed with WTI at $99.89 and Brent above $113 — the first month since mid-2022 where crude held above $95 for the entire four weeks. That consistency is the story. Not a single spike, not a one-day event. A floor built on OPEC structural change, Hormuz premium,