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.
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The Contract Clock Is Running: H&P, PTEN, and Nabors Face a $70 WTI Day-Rate Reset
Matador's Hidden Hedge Bomb: What $70 WTI Reveals About the Delaware Basin's Most Leveraged Balance Sheet (MTDR)
WTI Breaks $72 as China's Teapot Refineries Signal Demand Collapse: Wednesday's Capital Markets Setup
WTI crude fell through $72 this morning for the first time in the current downcycle, settling at $71.99/bbl as China's refinery demand erosion collided with a market already pricing in Hormuz normalization. Henry Hub held firm at $3.215/MMBtu — up 0.97% — extending the oil-
The $73 Paradox: KRP Closes $145M Permian Deal and Dorian Books Tankers at $100K/Day
WTI fell 2.1% today to $73.25. Kimbell Royalty Partners closed a $145.9M Permian deal. Dorian LPG booked tankers at $100K/day. The market is saying two things at once.
Solaris Energy Infrastructure: The Oilfield Logistics Company That Became a Hyperscaler Power Supplier (SEI)
The Floor Is Gone: What Sable Offshore's Emergency Exxon Deal Reveals at $74 WTI
WTI broke $75 for the first time this week. Sable Offshore paid Exxon $30M for 30 more days. Kosmos sold its Equatorial Guinea assets. Two filings, one message.