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WTI Hits $77 as Banks Reprice and China Cracks: Tuesday's Double Selloff Signal

WTI Hits $77 as Banks Reprice and China Cracks: Tuesday's Double Selloff Signal

WTI falls to $77 as Morgan Stanley and Goldman slash Brent forecasts, China refinery throughput hits a four-year low, and tanker operators signal Hormuz won't reopen overnight.
CIR Research Desk 16 Jun 2026
Diamondback Expands Credit to $3B at $81 WTI: What FANG's RBL Move Says About the Selloff

Diamondback Expands Credit to $3B at $81 WTI: What FANG's RBL Move Says About the Selloff

Diamondback filed a $3B RBL expansion at $81 WTI while the crude selloff was live. That's the capital markets signal the price chart won't show you.
CIR Research Desk 15 Jun 2026
Matador at $80 WTI: The Delaware Stress Test the Balance Sheet Was Built to Absorb (MTDR)

Matador at $80 WTI: The Delaware Stress Test the Balance Sheet Was Built to Absorb (MTDR)

CIR Editorial 15 Jun 2026
Industrial frac pumping equipment and pipes at an oilfield completion site

ProFrac at $80 WTI: H2 Spread Count and Simulfrac Repricing Will Test a Broken Balance Sheet (ACDC)

CIR Editorial 15 Jun 2026
Hormuz Deal Confirmed, WTI Crashes to $80: Monday's Reset

Hormuz Deal Confirmed, WTI Crashes to $80: Monday's Reset

The Iran premium is gone. WTI drops $4.74 to $80.14 on confirmed Hormuz deal — resetting every H2 assumption for operators, frac pricing, and RBL borrowing bases.
CIR Research Desk 15 Jun 2026
Goldman Says $80, Wright Says 7 Million Barrels: What Friday's Close Actually Means

Goldman Says $80, Wright Says 7 Million Barrels: What Friday's Close Actually Means

WTI closed Friday at $84.29. Goldman Sachs cut its 2027 Brent outlook to $80. Energy Secretary Wright disclosed the U.S. military is moving 7 million bpd through the Persian Gulf. The Iran premium unwind is nearly complete.
CIR Research Desk 12 Jun 2026
Production Services at the Margin: How a $10 WTI Slide Resets H2 Pricing

Production Services at the Margin: How a $10 WTI Slide Resets H2 Pricing

CIR Editorial 12 Jun 2026

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