daily-article

SLB's Margin Problem and Liberty's $505 Million Power Bet: OFS Repricing at $95 WTI

SLB's Q1 margin compression hit 346 basis points year-over-year, mostly masked by ChampionX. Liberty Energy committed $505 million to Bergen Engines for data center power generation. Two different answers to the same OFS pricing problem at $95 WTI.

ProPetro Q1 2026: The Weather Was the Excuse, the Tightening Is the Story

Kodiak Gas Services Q1 2026: Record Compression, $190M EBITDA, and a 2-Gigawatt Power Play

KGS Hits Record Quarter, Pivots to Data Centers — WTI Gaps Up $2 on Iran Rejection

WTI gaps up $2 after Trump rejects Iran framework. Kodiak Gas Services Q1: record $190M EBITDA and a 2-gigawatt data center power ambition. Frac sector reset ahead.

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