upstream-analysis

Permian Basin Operators Are Repricing 2026: Hedge Books, Breakevens, and the $90–$100 World

WTI's wild week forced Permian operators to rethink their 2026 budgets in real time. CIR breaks down hedge coverage at Diamondback, EOG, Devon, and OXY — and what it means for Q1 earnings season.

SLB Q1 2026 Pre-Earnings Deep Dive: Middle East Hit, North America Recovery, and the Digital Wildcard

Wyoming Powder River Basin pumpjack with cattle grazing — oilfield production

Halliburton Q1 2026: What the D&E/C&P Split Signals About the Next Drilling Cycle

WTI Crude Oil Price Forecast 2026: OPEC+, U.S. Production, and Upstream Investment Implications

Where WTI Is Headed in 2026 — and What It Means for Upstream Capital The WTI crude oil price forecast for 2026 has become one of the most consequential variables in upstream budgeting. After WTI averaged just $60/bbl in January and $64.51/bbl in February, a sharp geopolitical shock

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