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KGS Hits Record Quarter, Pivots to Data Centers — WTI Gaps Up $2 on Iran Rejection
WTI gaps up $2 after Trump rejects Iran framework. Kodiak Gas Services Q1: record $190M EBITDA and a 2-gigawatt data center power ambition. Frac sector reset ahead.
WTI Gives Back $10 on the Week: What the Rig Count Says About Operator Conviction at $95
WTI lost nearly $10 on the week as US-Iran signals kept markets off-balance. Baker Hughes data shows operators added 2 oil rigs anyway. CIR reads Friday's numbers.
APA Corporation Q1 2026: The Pivot Is Working — FCF, Deleveraging, and a US Oil Beat at $109 WTI
Production Services at $109 WTI: RPC's Margin Squeeze and Why Newpark Left the Building
SLB's Margin Problem and Liberty's $505 Million Power Bet: OFS Repricing at $95 WTI
Week in Review: Devon-Coterra Closes, WTI Retreats From $110
Devon-Coterra closed May 7, creating the largest Delaware Basin operator. WTI ran to $110 before pulling back to $95. Friday's brief: the week in review, the price reset, and what comes next.