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RBL Season Meets a $120 Oil Call: What Goldman's Upside Scenario Changes for E&P Capital
Permian Basin Rig Count 2026: Weekly Tracker, Midland vs. Delaware, and Production Implications
The Permian Basin rig count in 2026 sits around 185-195 active rigs, but that number understates basin activity. Here's the full picture: Midland vs. Delaware, operator behavior, and what the count actually signals for production.
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
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.
Solaris Energy Infrastructure Q1 2026: The Rebrand Was the Warning
