upstream-analysis

SLB Q1 2026 Pre-Earnings Deep Dive: Middle East Hit, North America Recovery, and the Digital Wildcard

SLB reports tomorrow morning. CIR breaks down the March pre-warning, what Halliburton's Q1 signals for North America, and why the NVIDIA-SLB AI partnership may be the quarter's most important data point.

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

SLB Q1 2026 Pre-Earnings Deep Dive: Middle East Hit, North America Recovery, and the Digital Wildcard

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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

Devon-Coterra: What the Pro Forma Reveals About Leverage, Basin Priority, and Capital Allocation