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Shell at $70 WTI: What the Integrated Model Absorbs, and What It Doesn't

Shell's integrated model is absorbing $70 WTI better than any peer — but Q2 Upstream earnings compression, a gearing uptick, and the ARC acquisition timing create a more complicated picture than the stock price implies.

Week Closes Below $70: WTI's New Floor Test and Devon's Balance Sheet Move

WTI broke below $70 at this morning's open. Devon completed its Coterra note exchange. Baker Hughes rig count due at 1pm CT. The week's setup for US upstream.

$70 WTI and What the Market Just Told Us: Day-Close Verdict for US Upstream

WTI crude settled near $70 on Thursday, and the market's verdict is clearer than the headlines suggest: OPEC's cohesion is cracking, US upstream operators are repricing their second-half assumptions, and the companies that moved earliest to consolidate their balance sheets are now sitting in the

Shell at $70 WTI: What the Integrated Model Absorbs, and What It Doesn't

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Week Closes Below $70: WTI's New Floor Test and Devon's Balance Sheet Move

$70 WTI and What the Market Just Told Us: Day-Close Verdict for US Upstream

Weatherford's H2 Recovery Thesis Just Lost Its Price Deck (WFRD)