deep-dive

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

WTI closed the week at $84 — down from $95 Monday. RPC generated near-zero net income at higher crude prices. Here is what the week means for production services heading into H2.

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.

The Iran Premium Is Gone. Now Production Services Has a Pricing Problem (KGS, NPKI)

Iran Deal Progress Sends WTI to $84: Friday's Peace Premium Unwind

WTI drops 4% as U.S.-Iran deal framework emerges, India's budget shows oil importer stress, and the H2 production services repricing window narrows.

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