deep-dive

Production Services at $75 WTI: Compression Holds, Margins Thin, Operators Wait

Compression is at full utilization. Artificial lift is sticky. And RPC's CEO says operators are maintaining rather than cutting. The production services sector is telling a different story than the rig count suggests.

Gas Holds While Oil Slips: EQT and Expand Energy's Structural Advantage at $75 WTI

The $75 Floor and the Gas Divergence: Friday's Week-in-Review Setup

WTI settled at $75.79 on Thursday — a number that would have looked like crisis pricing two months ago, now looks like a floor. The Hormuz supply flood Gareth has been tracking since June 15 continues to reprice crude, but natural gas is telling a different story. Henry Hub held

Aerial view of gas processing facility with four storage tanks and solar panels

The Floor Debate: Why $75 WTI Recovered From This Morning's $74 and What Friday's Rig Count Tells Us

WTI hit $74.19 this morning and closed at $75.35. The $1.16 recovery is a market actively debating where the floor is — and the IEA surplus math vs. depleted SPR inventory is the crux of it.

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