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The Demand Signal Is Here: What the Q1 E&P Sweep Means for H&P, PTEN, and Nabors
Devon Q1 2026: The $1 Billion Optimization Play That Sets Up Tomorrow's Close
DUC Wells by Basin 2026: Inventory Tracker and Production Implications
What Are DUC Wells?
A drilled-but-uncompleted well is exactly what it sounds like: the wellbore has been drilled to total depth, casing has been run, and the hole is ready for hydraulic fracturing — but the completion work hasn't happened yet. The well sits in inventory, representing capital already
Devon Q1 2026: Merger-Ready Results as Delaware Basin Close Looms Tomorrow
Devon Energy Q1 2026: 387,000 bbl/d oil at the top of guidance, $816M free cash flow, and Coterra merger closing tomorrow. Plus: RBL redeterminations, drilling contractor capital discipline at $100 WTI.
EOG and OXY Q1 2026: Discipline Pays at $100 WTI
EOG Resources and Occidental Petroleum both reported Q1 2026 results today, and the pattern is unmistakable: disciplined operators with well-positioned acreage are converting high commodity prices into exceptional financial performance. Both companies exceeded their own guidance. Both are running tighter balance sheets than a year ago. The market rewarded neither
