daily-article Solaris Energy Infrastructure: The Oilfield Logistics Company That Became a Hyperscaler Power Supplier (SEI)
The $70 Break: China's Import Collapse Ends the Floor Debate WTI broke $70 for the first time since Hormuz escalation began — driven by Chinese import data showing demand at 2018 lows. The EIA draw was massive. The market doesn't care.
Matador's Hidden Hedge Bomb: What $70 WTI Reveals About the Delaware Basin's Most Leveraged Balance Sheet (MTDR)