The Iran Premium Is Gone. Now Production Services Has a Pricing Problem (KGS, NPKI)
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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.
Production Services at the Margin: How a $10 WTI Slide Resets H2 Pricing
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.