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The $100 Week: What WTI's Ceiling Break, the UAE's OPEC Exit, and Q1 Earnings Tell Us About the Next Cycle

The $100 Week: What WTI's Ceiling Break, the UAE's OPEC Exit, and Q1 Earnings Tell Us About the Next Cycle

CIR Editorial 01 May 2026
XOM and CVX Q1 2026: Record Guyana, Golden Pass LNG, and the $99 WTI Question

XOM and CVX Q1 2026: Record Guyana, Golden Pass LNG, and the $99 WTI Question

CIR Editorial 01 May 2026
May Begins With WTI at $100: UAE Exits OPEC, Supermajors Report, Production Services Pivots

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, and an
CIR Research Desk 01 May 2026
The $100 Question: COP's Qatar Signal and What April's Close Means for May

The $100 Question: COP's Qatar Signal and What April's Close Means for May

WTI ended April at $99.89/bbl — less than $0.12 from a psychological level that would have seemed remote six months ago. ConocoPhillips reported Q1 results this morning that carry the first clear structural imprint of the Middle East conflict on a major US upstream operator’s production guidance.
CIR Research Desk 30 Apr 2026
ConocoPhillips Q1 2026: Marathon's Machine Runs, But Qatar's Shadow Looms

ConocoPhillips Q1 2026: Marathon's Machine Runs, But Qatar's Shadow Looms

CIR Editorial 30 Apr 2026
Completions Thursday: KLX Recovering, Forum at 11-Year Backlog High, RPC Holds Dividend

Completions Thursday: KLX Recovering, Forum at 11-Year Backlog High, RPC Holds Dividend

CIR Editorial 30 Apr 2026
Antero Resources Q1 2026: Record Production, LNG Premium, and the Appalachian Thesis Proven

Antero Resources Q1 2026: Record Production, LNG Premium, and the Appalachian Thesis Proven

CIR Editorial 30 Apr 2026

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