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Antero's Record Quarter, TETRA's Ten-Year High, and the XOM/CVX Earnings Morning

Antero's Record Quarter, TETRA's Ten-Year High, and the XOM/CVX Earnings Morning

Antero Resources posted record quarterly production Wednesday, and its CEO used the earnings release to explain exactly why Hormuz matters to Appalachian gas producers. The market has been slow to price the connection. That's the story for Thursday, April 30. WTI: $99.89/bbl | Brent: $113.89/bbl

UAE Quits OPEC: What the Cartel's Biggest Shake-Up in a Decade Means for US Upstream

UAE Quits OPEC: What the Cartel's Biggest Shake-Up in a Decade Means for US Upstream

The UAE's OPEC exit ends 59 years of membership and removes its second-largest producer — with major implications for US upstream operators navigating $100 oil and Hormuz disruption.

Expand Energy Q1 2026: The Low-Cost Giant Locks In the LNG Future

Expand Energy Q1 2026: The Low-Cost Giant Locks In the LNG Future

Drillers at the Supermajor Inflection: H&P, PTEN, and Nabors Ahead of XOM/CVX Thursday

Drillers at the Supermajor Inflection: H&P, PTEN, and Nabors Ahead of XOM/CVX Thursday

RBL Season Meets a $120 Oil Call: What Goldman's Upside Scenario Changes for E&P Capital

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

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'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.