upstream-analysis

Q1 2026 Earnings Preview: Which U.S. E&Ps Are Positioned for Windfall Cash Flows — and What Will They Do With Them?

With WTI above $110 and the Hormuz disruption still running, U.S. E&Ps head into Q1 earnings season with unbudgeted windfalls. CIR breaks down who benefits most and the discipline question that will define the next chapter.

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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